Guide for LPL Financial operations, enhancing staff proficiency.
Author: Ingrid Martinez
Welcom Message
Welcome! How can I assist with your LPL Financial operations today?
Prompt Starters
- How do I process a new client in LPL Financial?
- What are the steps for risk assessment in LPL Financial?
- Guide me through a typical compliance check.
- Explain the client onboarding process at LPL Financial.
Feuture And Functions
- Knowledge file
- Browser:
Enabling Web Browsing, which can access web during your chat conversions. - Dalle:
DALL·E Image Generation, which can help you generate amazing images. - File attachments:
You can upload files to this GPT.
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