Produced By: Ensombl
In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss how he developed a comprehensive investment philosophy using ChatGPT, the importance of having a well-defined philosophy for client communication and onboarding new advisers, and the value of leveraging AI tools to create educational materials and refine your investment approach.
Accreditation Points Allocation:
Technical Competence 0.3
Client Care and Practice 0.2
Professionalism and Ethics 0.1
Regulatory Compliance and Consumer Protection 0.1