Join us for an engaging webinar as Mark Wilson, Financial Planner and Founder of Mile Wealth, shares his real-world experiences leveraging artificial intelligence to enhance productivity and client service. Mark will discuss how AI has moved beyond buzzwords to become an essential part of his daily workflow. He’ll cover his favorite use cases, including:
Meeting Note Tools: How Zocks, a privacy-first transcription tool, helps him capture meeting notes, tasks, and summaries—without recording voice or video—and its seamless integration with WealthBox.
ChatGPT in Practice: How he uses ChatGPT for brainstorming ideas, summarizing content, drafting communications, gathering data, and even assisting with Excel and Python coding, all while maintaining a practical approach to AI tool selection.
Miscellaneous AI tools: Mark will show off a handful of other tools and websites he's found useful in his practice.
Mark will share candid reflections on what works, what doesn’t, and where he sees the biggest opportunities for financial advisors and professionals to take advantage of AI without getting overwhelmed.
Whether you’re curious about practical AI applications or looking for inspiration to integrate these tools into your workflow, this session is packed with actionable insights you can immediately apply.
Mark started out at a then-small financial planning firm that has since grown into one of the top wealth management firms in the country. Over the span of 19 years at that firm, Mark advanced from intern to financial analyst, to financial planner, to Director of Financial Planning, to Chief Investment Officer, and eventually to Partner. More than two decades have passed since he took his first class in financial planning—and his passion remains strong.
After leaving that firm, Mark knew he didn’t want to work in a brokerage environment where success is defined by product sales. He evaluated several established fee-only advisory firms but found none that aligned with his vision for delivering wealth management that is customized, accessible, integrated, continuous, and understandable. That realization led him to establish MILE Wealth Management.
Mark views this new chapter as a rare and valuable “reset” in life and business—an opportunity to apply 20 years of experience and hindsight to build something exceptional. He is thrilled to share what he has created and the new ways he’s helping clients reach their financial goals.