1. What is an AI Prompt Pack for financial advisors and other professionals?
An AI Prompt Pack is a curated set of instructions (prompts) designed specifically for financial advisors, planners, and wealth managers. You can paste them into tools like ChatGPT to instantly create draft blog posts, social media updates, emails and other marketing copy in your own voice, without spending hours learning prompt engineering. Please note that you will need to do some refinements as AI is not yet that advanced, but it should cut out a majority of your writing time.
2. How is this different from generic AI prompts I can find online?
Generic prompts are one-size-fits-all. Rarely do they reflect the subtleties of financial marketing or the realities of compliance constraints. Our prompts are built for the unique needs of financial professionals and are based on our years of experience generating compelling content for financial leaders across the country. They are also compliance-friendly. They’re tested to help you produce content that builds trust, educates clients, and supports your marketing goals.
3. Do I need to be an AI expert to use these prompts?
Not at all. The pack is designed for busy advisors who want results without the tech overwhelm. Each prompt is ready to copy, paste, and customize in just minutes. And as importantly you can learn just by using them.
4. Can I use these prompts for client communications?
Yes, advisors use them for newsletters, blogs, and social content that clients will see. Of course, you should review all AI-generated content for accuracy and compliance before publishing. Also be aware that AI is still subject to “hallucinations”, meaning it can generate inaccurate copy. Often this is in the form of quoting research incorrectly. Always double check what has been generated before relying on it.
5. Will AI-generated content be compliant with industry regulations?
Our team includes a former Series 24 licensed individual, so our prompts are written to encourage compliance-friendly outputs. That said, we cannot control AI output, and we are not compliance officers. Consequently, it is critical to always run final drafts through your firm’s compliance review process. However, the prompts are set up to steer clear of problematic language.
6. Can this help me rank higher on Google?
Yes! The value of using prompts is that you generate original content, which is key to ranking. The more quality content you publish, the more opportunities you have to be found in search.
7. Can I customize the prompts for my niche?
Absolutely. Each prompt is designed to be flexible. You can add your niche, target audience, or specific client scenario to make the output even more tailored. And, you can reuse the prompts as much as you like!
8. Do you offer a custom prompt service?
Yes—if you want prompts built exclusively for your firm’s tone, client base, and services, we offer a custom AI content package. Contact us to learn more.
Advisors and firms looking to create content and build a smarter AI assistant