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PSWM: FP Meeting Summary on the GPT Store

By Michael SchimekShow 1+ GPTs by Michael Schimek
Use PSWM: FP Meeting Summary on ChatGPT Use PSWM: FP Meeting Summary on 302.AI

Introduction to PSWM: FP Meeting Summary


This intelligent tool focuses on extracting key information from advisor recaps, such as client and advisor names, meeting dates, transcripts, notes, and action steps, ensuring that the most critical details are captured and organized efficiently.

By leveraging the power of natural language processing and machine learning, PSWM: FP Meeting Summary generates concise and comprehensive summaries that highlight the essential aspects of each meeting, making it an invaluable resource for financial advisors, wealth managers, and their clients who seek to stay on top of their financial planning discussions and action items.

GPT Description

Summarizes financial meetings from advisor recaps, focusing on key sections and optional sub-headings if mentioned.

GPT Prompt Starters

  • Provide basic details of the Financial Plan review meeting: Client Name; Advisor Name; Meeting Date; Meeting Transcript &/or Notes; Action Steps (To-Do) Client; Action Steps (To-Do) Advisor
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PSWM: FP Meeting Summary GPT FAQs

Currently, access to this GPT requires a ChatGPT Plus subscription.
Visit the largest GPT directory GPTsHunter.com, search to find the current GPT: "PSWM: FP Meeting Summary", click the button on the GPT detail page to navigate to the GPT Store. Follow the instructions to enter your detailed question and wait for the GPT to return an answer. Enjoy!
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