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Articles, Tips and Tricks

Welcome to our blog! Discover tips, tricks, tools, news, and best practices to become AI-empowered. Dive in and enhance your tech journey!

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Create Welcome Emails for New Financial Advisory Clients
Create personalized welcome emails for new financial clients, explaining the onboarding process while promoting your advisory services subtly. Ensure all content is educational and compliant with SEC and FINRA regulations.
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Write a Follow-Up Email to a Client After a Consultation
Elevate client relationships with a prompt that crafts a professional, personable follow-up email post-consultation, focusing on educational insights and ensuring compliance with financial regulations.
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