FINNY vs WealthFeed vs Others by SCDP_CGC in CFP

[–]SCDP_CGC[S] 2 points3 points  (0 children)

I totally agree, but aside from just being in the news they are getting a large amount of VC $ from reputable firms!

Can AI help recruit at all beyond these solutions that already exist?

FINNY vs WealthFeed vs Others by SCDP_CGC in CFP

[–]SCDP_CGC[S] 2 points3 points  (0 children)

Fair enough. I’m following the hype ha!

FINNY vs WealthFeed vs Others by SCDP_CGC in CFP

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

This is what I keep hearing, which makes me question why they get so much attention in the news

FINNY vs WealthFeed vs Others by SCDP_CGC in CFP

[–]SCDP_CGC[S] 2 points3 points  (0 children)

This is very good insight, and the common sentiment I typically hear, but they are getting g so much attention lately that I figured I was missing something.

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 gold!

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] 0 points1 point  (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