Client Dialog Generator on the GPT Store
Introduction to Client Dialog Generator
This intelligent tool offers a range of features, including the ability to generate 35-minute discovery transcripts and 20-minute goals transcripts, providing financial advisors and planners with valuable resources for training and client engagement.
With its user-friendly interface and professional tone,
GPT Description
GPT Prompt Starters
- Disclosures - Start Here
- What Can This Bot Do?
- Create a 35 min Discovery Transcript
- Create a 20 Min Goals Transcript
Client Dialog Generator GPT FAQs
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