What We Do—In a Nutshell
We partner with established wealth management firms—those who’ve built their reputations on high-touch service and referrals—and guide them into a future-proofed, tech-enabled era. Our approach starts by uncovering hidden profits (often with zero additional marketing spend) before gradually integrating compliance-friendly AI and automated workflows. We help you:
By the time we reach full-scale AI adoption, you’ll have a leaner, more innovative practice that satisfies both long-term clients and the next generation. And yes, it’s all backed by our ROI or Refund guarantee—because if we don’t deliver the promised profit improvements, we don’t deserve your fees. Simple as that.
From the front lines of the U.S. Army to the forefront of modern wealth management, Mark Weber has built a career out of blending discipline, innovation, and genuine human connection.
After honing his craft at Northwestern Mutual and Morgan Stanley, Mark saw firsthand how easy it is for advisors to get left behind by rapidly evolving fintech.
Determined to bridge that gap, he founded Invest in Yourself by Learning to Leverage AI to help firms future-proof their practices without sacrificing personal relationships or compliance.
A teacher at heart, Mark breaks down complex AI solutions and profit strategies into simple, actionable steps—so you can amplify profits, stay ahead of the curve, and keep delighting clients of every generation.
We stand by our results with a simple promise: if you fully participate in our program—following the agreed-upon actions, attending scheduled meetings, and keeping your Profit Acceleration Software (PAS) data current—and don’t achieve the promised net profit gains, we’ll refund any retainer fees above your actual monthly net profit improvements. It’s that straightforward.
