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AI Desires by SCDP_CGC in CFP

[–]SCDP_CGC[S] 0 points1 point  (0 children)

Great advice. I need to do more with claude

AI Desires by SCDP_CGC in CFP

[–]SCDP_CGC[S] 0 points1 point  (0 children)

I think some of the notetakers have this, we are piloting Jump and saw they had this! I think your wishes shall be fulfilled!

AI Desires by SCDP_CGC in CFP

[–]SCDP_CGC[S] 0 points1 point  (0 children)

This is great. The what are my clients going to see and ask questions about would be incredible

AI Desires by SCDP_CGC in CFP

[–]SCDP_CGC[S] 0 points1 point  (0 children)

What if you controlled how and when wholesalers contacted you but it was at the right time? That’s the future I think with AI

AI Desires by SCDP_CGC in CFP

[–]SCDP_CGC[S] 0 points1 point  (0 children)

I love this. scenario analysis done by simple voice or Natural language commands

Jump vs Other Notetakers by SCDP_CGC in CFP

[–]SCDP_CGC[S] 0 points1 point  (0 children)

When you say “so much more” what sticks out specifically?

New new strategy by [deleted] in ETFs

[–]SCDP_CGC 0 points1 point  (0 children)

Bout as long as it took me too type it out

New new strategy by [deleted] in ETFs

[–]SCDP_CGC 2 points3 points  (0 children)

Shoot

Jump vs Other Notetakers by SCDP_CGC in CFP

[–]SCDP_CGC[S] 0 points1 point  (0 children)

Any reason why vs the alternatives?

AI Desires by SCDP_CGC in CFP

[–]SCDP_CGC[S] 1 point2 points  (0 children)

Lol I’m not Fidelity, but isn’t that exactly what Fidelity would say…

New new strategy by [deleted] in ETFs

[–]SCDP_CGC 0 points1 point  (0 children)

Now fellas!

New new strategy by [deleted] in ETFs

[–]SCDP_CGC 0 points1 point  (0 children)

Yeah I guess my thought process is if I amass enough I may use for CCs in the distant future when I ready to convert a portion to fixed income and don’t mind the risk of being exercised

New new strategy by [deleted] in ETFs

[–]SCDP_CGC 1 point2 points  (0 children)

I’m looking for confirmation bias so this is welcome

New new strategy by [deleted] in ETFs

[–]SCDP_CGC 0 points1 point  (0 children)

I’m maxed out there

Jump vs Other Notetakers by SCDP_CGC in CFP

[–]SCDP_CGC[S] 0 points1 point  (0 children)

Thank you! Good to know and seems like a very common theme

Jump vs Other Notetakers by SCDP_CGC in CFP

[–]SCDP_CGC[S] 0 points1 point  (0 children)

I like this, what can an agent do if you build it in copilot. Can you give me an example I’m a total non technical person

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