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The following is a demo of a very powerful AI lead generation tool for financial advisers. This AI tool has been trained to assume the role of a knowledgeable wealth/money coach. This AI tool has been trained to never provide financial advice or personal advice. It always suggests that the user seek advice from your practice whenever financial products or personal advice are involved.

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AI Wealth Coach

Our aim with this chatbot is to guide you towards financial wellness. Our response will focus on helping you achieve financial independence and well-being.

This tool does not provide financial advice or specific financial product recommendations. Our response is always general in nature.

If you would like to obtain personal financial advice that is specific to your circumstances, please contact us using the following button:

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