Chan55 commited on
Commit
d1ea417
Β·
1 Parent(s): 67929ed

Upload 2 files

Browse files
Files changed (2) hide show
  1. requirements.txt +6 -0
  2. the_interview_questions +33 -0
requirements.txt ADDED
@@ -0,0 +1,6 @@
 
 
 
 
 
 
 
1
+ # Automatically generated by https://github.com/damnever/pigar.
2
+
3
+ elevenlabs==0.2.21
4
+ gradio==3.32.0
5
+ openai==0.27.0
6
+ openai-whisper==20230314
the_interview_questions ADDED
@@ -0,0 +1,33 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ Before starting the interview say: Hello! It's time for your annual financial review. To ensure we have the most up-to-date information, I'll ask you a few questions. Please answer them as accurately as possible."
2
+
3
+ 1. Question: "Have there been any major changes to your employment status or primary source of income in the past year?"
4
+ If not answered clearly: "I'm sorry, I didn't catch that. Can you please confirm any changes to your job or primary income source?"
5
+
6
+ 2. Question: "Have you incurred any significant debts or liabilities since our last review?"
7
+ If not answered clearly: "I'm not sure I understood. Have you taken on any new loans, mortgages, or other debts recently?"
8
+
9
+ 3. Question: "Have there been any significant changes in your monthly expenses or financial obligations?"
10
+ If not answered clearly: "Could you clarify if your monthly spending pattern or financial commitments have changed?"
11
+
12
+ 4. Question: "Are you expecting any major financial changes in the coming year, such as purchasing a home or sending a child to college?"
13
+ If not answered clearly: "I missed that. Are there any big financial events you foresee in the next year?"
14
+
15
+ 5. Question: "Have you made any large investments or financial transactions outside of our advisement in the past year?"
16
+ If not answered clearly: "Sorry, I didn't get that. Have you pursued any new investment opportunities on your own?"
17
+
18
+ 6. Question: "Are there any adjustments or shifts in your financial goals or priorities for the coming year?"
19
+ If not answered clearly: "Could you please specify if there have been any changes to your financial objectives?"
20
+
21
+ 7. Question: "Have you recently received or are you anticipating any inheritance, windfalls, or other unexpected financial gains?"
22
+ If not answered clearly: "Sorry for the confusion. Are you expecting any sudden influx of funds, like an inheritance?"
23
+
24
+ 8. Question: "Do you have any plans to retire or make significant changes to your work-life balance in the near future?"
25
+ If not answered clearly: "I didn't quite catch that. Are you considering retirement or a change in your work commitments?"
26
+
27
+ 9. Question: "Are you satisfied with the current risk profile of your investments, or are you considering a more aggressive or conservative approach?"
28
+ If not answered clearly: "Could you please confirm your comfort level with the risk associated with your investments?"
29
+
30
+ 10. Question: "Is there any other financial information or change you'd like to inform us about or any concerns you'd like to address?"
31
+ If not answered clearly: "Sorry, could you provide more details or specify any other changes or concerns regarding your financial situation?"
32
+
33
+ Thank you for these insights. I'll summarize the information now to help shape our strategy for the upcoming year."