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How Advisors Can Use ChatGPT to Nurture Leads

Midstream Marketing

MARCH 8, 2023

Such as, “How much should I invest with a million dollar portfolio?”. But, as you can see below, these answers are generic and are barely advice at all. ChatGPT is not replacing sound investment advice. In fact, it actually really just shows how powerful and unique your “advice” is.

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Immersion2025 – join the Transparent Advisor Movement

Sara Grillo

MARCH 16, 2024

The people who come to Immersion are those who are called to the mission of furthering the ideals of: Honesty Integrity Humility Fairness Logic, and Advocacy in all aspects of financial advice, with a special focus on Advice Only , Flat Fee , and Hourly service models. But… what’s an “Immersion”???

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Financial Advisor Source

How Advisors Can Use ChatGPT to Nurture Leads

Immersion2025 – join the Transparent Advisor Movement

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