financial planning

Your tasks for these clients:

Compose a welcome and data gathering email to gather missing pieces of information we need to run the plan. (50 points – Progress Check 1)

1.

1.

1. Develop a rough draft email.

2. Use ChatGPT 3.5 to help you edit your email. Include screenshot of ChatGPT’s responses in your submission to the advisors for review. You will need to check ChatGPT’s edits for accuracy and to make sure it has our firm’s voice. (Add some softness to the email)

3. Submit the rough draft, ChatGPT Screenshots, and the finalized email here, so the advisors can send it out to the client by 11:59pm (end of the day) Sept 16th

https://www.measuretwiceplanners.com/UNT

we have to write the welcome email for Jamie just say thank you for choosing and trusting us with your financial I cant wait to see the goals we have planned for you . stuff like that after you write it you have to let chatgpt re write it and you screenshot that and submit it with what you wrote. You need to see both vides which I post the link and see if there is any other information we would need to complete her plan .