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Investment Philosophies in Action 1

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Podcast

Investment Philosophies in Action 1

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Details

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

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