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.
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.
Easily introduce clients to personalized financial guidance with our prompt, designed to offer educational investment insights while adhering to industry regulations and focusing on individual goals and risk tolerance.
Create personalized welcome emails for new financial clients, explaining the onboarding process while promoting your advisory services subtly. Ensure all content is educational and compliant with SEC and FINRA regulations.
Create a client-centric, compliant 20-step onboarding journey for financial advisory services, emphasizing education and smooth transition while adhering to SEC and FINRA regulations.
Elevate client relationships with a prompt that crafts a professional, personable follow-up email post-consultation, focusing on educational insights and ensuring compliance with financial regulations.
Create a compliant educational post about financial terms using this prompt. Simplify complex concepts for your audience while promoting your advisory services and building trust.
Streamline your client consultations with this prompt to create a 20-question financial assessment questionnaire. Gather essential insights into their goals, position, and risk tolerance effectively.
