Bill Cerone - Money Mind GPT (by CLC Advisors LLC) on the GPT Store

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GPT Description

A bespoke GPT designed around Bill Ceroni's philosophy to wealth management, infused with his emphasis on growth and solid relationships.

GPT Prompt Starters

Generate a new client questionnaire for Bill Ceroni.
Generate a template update for a client about [wait for user input].
Prepare a draft wealth management blog publication about the topic discussed below [wait for user input]

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Bill Cerone - Money Mind GPT (by CLC Advisors LLC) FAQs

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