AI Prompt Library
A library of prompts that you can use with generative AI tools such as ChatGPT, Google Gemini, and more. Simply select a prompt, copy the prompt and fill in the blanks.
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Enhance your understanding of potential clients with this prompt to create detailed customer personas, focusing on demographics, goals, and educational needs.
Help clients make informed decisions with a prompt crafted to outline three common financial planning mistakes and provide practical advice on avoiding them, ensuring compliance with industry regulations.
Plan a month of engaging social media content for financial advisory services, featuring educational tips and industry updates, all while ensuring compliance with SEC and FINRA regulations.
Engage potential clients with a compliant email newsletter template. Focus on educating about financial planning while avoiding specific recommendations and ensuring adherence to SEC and FINRA regulations.
Effortlessly promote your financial advisory services with a compliant prompt designed to gather client information and craft compelling, educational testimonials based on recent feedback.
Generate compliant financial advisory FAQs to build trust and promote services. Use this prompt to ask relevant questions and provide clear, informative answers while focusing on education and compliance.
Learn how to effectively present your financial advisory services with a case study prompt that highlights your firm's success in helping clients achieve their financial goals while adhering to industry regulations.
Enhance your financial advisory outreach with a prompt that educates clients while promoting a free consultation, ensuring compliance and focusing on informed financial planning.
Enhance your financial advisory blog with a prompt that ensures compliance while summarizing current industry trends, subtly promoting your services through educational content.
