We Help Wealth Management Firms Increase Net Profit - Starting with Zero New Marketing Spend - Backed by our 'ROI or Refund*!' Guarantee

Discover hidden profit wins within 90 days—and modernize your advisory practice without alienating legacy clients.
*To honor our “ROI or Refund” guarantee, you must fully participate in the process—completing agreed-upon actions, attending scheduled meetings, and keeping Profit Acceleration Software (PAS) data current. This ensures we can accurately measure net profit gains and refine strategies as needed. If these criteria are met and the promised ROI isn’t achieved, we’ll refund any retainer fees above your actual monthly net profit improvements.
Schedule Your FREE 45-Minute Profit Audit

Welcome to 'Invest In Yourself by Learning To Leverage AI'.

We specialize in helping established wealth management firms uncover new profit through proven strategies, operational efficiencies, and AI-driven workflows—all while staying compliant and keeping legacy client relationships intact.

Our phased, zero-marketing-spend approach guarantees a measurable return on your monthly retainer—or we refund the difference. If you’re ready to amplify net business profit and future-proof your firm, let’s chat about a strategy tailored to your unique needs.

Find Untapped Profit in Your Firm

Why Work With Us?
  • Guaranteed ROI or Refund*
    We only profit when you do—so we back every engagement with a 1-4X monthly retainer ROI guarantee.

  • Wealth Management + Fintech Expertise
    Our founder’s background spans Northwestern Mutual, Morgan Stanley’s Wealth Management Data & Analytics, Morgan Stanley’s Wealth Management Digital Products, and AI Consulting

  • Phased Implementation, Zero Extra Ad Spend
    Secure immediate profit from your existing resources, before you invest another dollar in marketing.

  • Compliance & Client Trust Focus
    Implement modern tools and AI without jeopardizing client relationships or sidestepping regulatory requirements.
Ready to See Immediate Profit Wins? Schedule Your Free Consultation
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The 3-Phase Approach

About the Founder
Meet Mark Weber

A seasoned professional with hands-on experience at Northwestern Mutual and Morgan Stanley’s Wealth Management Analytics & Data and Digital Products divisions. Mark founded 'Invest In Yourself by Learning To Leverage AI' to help advisors seamlessly bridge traditional high-touch service with cutting-edge fintech.

Learn More
Mark Weber
The 'ROI or Refund*' Guarantee
Our 'ROI or Refund' Promise

We guarantee at least a 1–4X return on your monthly retainer in net new business profit each month—or we’ll refund the difference. You’ll never pay more than the value we deliver.

*To honor our “ROI or Refund” guarantee, you must fully participate in the process—completing agreed-upon actions, attending scheduled meetings, and keeping Profit Acceleration Software (PAS) data current. This ensures we can accurately measure net profit gains and refine strategies as needed. If these criteria are met and the promised ROI isn’t achieved, we’ll refund any retainer fees above your actual monthly net profit improvements.

Book your FREE Consultation

Transform Your Practice, Starting NOW
If you’re ready to stop worrying about robo-advisors, compliance overhead, and rising operational costs, we’re here to help you modernize and thrive—risk-free. Let’s talk about increasing your Profit.
Phone: (201) 564-0155
Email: mark@investinyourself101.com
Schedule Your FREE 45-minute Profit Audit