Mike Wilson

Husband, dad, son and Trojan who likes fintech, golf and hot sauce.

[Mike Wilson @MikeWilsonInc]

Great to see @InvestmentNews cover @hamachiai and Modelist in the broader shift toward AI-powered portfolio intelligence. https://t.co/M6KneCgNXA

Custom models deserve custom intelligence.

We’ll go deeper in our webinar on May 26 at 1 PM ET. Would love to have you join us!

[Mike Wilson @MikeWilsonInc]

@finplan @hamachiai I see this in many of my professional conversations... think about the last time you talked to your doctor or lawyer. Are they using AI? Are you using AI to review their advice?

Shift from “should I disclose this?” to “how am I using AI to improve outcomes for my client?”

[Mike Wilson @MikeWilsonInc]

Finally a day in the market with little to no volatility.

[Mike Wilson @MikeWilsonInc]

Read this and be able to wax a little "space for space" during your next Zoom happy hour.
https://t.co/Yk1u3ZuV2u

[Mike Wilson @MikeWilsonInc]

@AaronKlein Unfortunately we're stuck with the geniuses behind Trader Joe's parking lots.

[Mike Wilson @MikeWilsonInc]

@EdFahlstrom @Bay_Cities_Deli So much better than hand sanitizer.

[Matthew Enyedi @yedi31]

We're delivering seamless data sharing and an improved user experience with ClientWorks integrated in @AdvisoryWorld. This will make it even easier for #LPLAdvisors to move through the process of turning prospects into clients. https://t.co/XZbIGOd1sA

[Mike Wilson @MikeWilsonInc]

So proud of our team!

[AdvisoryWorld @AdvisoryWorld]

Today, we’re celebrating our one-year anniversary with @LPL. It is a privilege to help #LPLAdvisors demonstrate a new level of value with prospects using industry-leading proposal generation technology, powered by AdvisoryWorld.

[Mike Wilson @MikeWilsonInc]

I had the pleasure of collaborating with the #LPLAdvisors #inclusion Council this week where we discussed how @LPL and @AdvisoryWorld foster Diversity & Inclusion through product innovation. Special thanks to all of our great advisors and to @SRLCalifornia + @KMZemaitis

[Mike Wilson @MikeWilsonInc]

@MobileAssistant @redtailtech @RedtailCRM @EricRClarke @MoneyGuidePro @AdvisoryWorld @orionadvisor That was a lot of fun. Then the 2nd quarter started.

[Mike Wilson @MikeWilsonInc]

.@PettmanRob discussses @AdvisoryWorld Acquire in the context of investor-to-advisor goal planning collaboration with @FinTechie #T32019

[Joel Bruckenstein @FinTechie]

Mike Wilson of @LPL schooling the @t3techhub audience on using technology to automate workflows #T32019

[AdvisoryWorld @AdvisoryWorld]

If you're attending #T32019 please visit us at the @LPL booth and join @MikeWilsonInc's session to learn how we've Optimized the Prospect to Client Workflow. @t3techhub

[Mike Wilson @MikeWilsonInc]

Getting geared up to discuss @AdvisoryWorld proposal generation workflows with leading @LPL #LPLAdvisors at @FinAdvocates #IGNITE conference #FA19PDX.

[Mike Wilson @MikeWilsonInc]

@FinAdvocates @yedi31 @LPL I look forward to sharing @AdvisoryWorld best practices with such a great team of @LPL Advisors!

[Mike Wilson @MikeWilsonInc]

Fight On!

[Ryan Abraham @insidetroy]

The hero for USC Kedon Slovis leads the @USCTMB.

[Mike Wilson @MikeWilsonInc]

@danielcrosby .@Dodgers Stadium best MLB park. Petco best Triple A park.

[Craig Iskowitz @craigiskowitz]

RT @wm_today: Learn the Secret Behind Why 4,000 #Advisors Attended the @LPL Focus 2019 Conference #LPLFocus #financialplanning

@jamesacoxiii @jlahita_IP @JohnLynchLPL @kevincmason

https://t.co/jBoiEieln1

[Mike Wilson @MikeWilsonInc]

.@AdvisoryWorld insider @EdFahlstrom provides a demo of Street Fighter 2 in between dozens of Proposal Generation discussions and demos @LPL #LPLFocus.

[Erika Koehler @ELKoehler]

“⁦@AdvisoryWorld⁩ is energized by the impact we’re having on #LPLAdvisors. We’re hearing from so many of them about the new business they’re winning through our proposals and it’s inspiring.” —⁦⁦@MikeWilsonInc⁩ #LPLFocus