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.
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.
