AI Prompts for Financial Advisors

Write a post-meeting summary email to [CLIENT NAME] following our financial planning meeting on [DATE]. Key topics discussed: [LIST TOPICS]. Agreed actions: [LIST ACTIONS]. Next review meeting: [DATE/TIME]. Tone: professional and clear. Include a one-line reminder that any advice is general in nature and based on the information provided. Under 200 words.

Write a short educational newsletter article for financial planning clients. Topic: [e.g. understanding inflation, the basics of superannuation, managing debt in retirement]. Target audience: [e.g. pre-retirees, young professionals, small business owners]. Tone: clear, calm, and reassuring — like a knowledgeable friend explaining something important. Length: 250–300 words. Do not provide personal financial advice. Frame all content as general educational information only. Include a brief disclaimer at the end stating: "This article is general in nature and does not constitute personal financial advice. Please speak with a qualified adviser before making any financial decisions." Avoid jargon. Use short paragraphs.

Write a LinkedIn post for a financial advisor about [FINANCIAL CONCEPT OR TOPIC, e.g. the power of compound interest, common superannuation mistakes, how to think about risk]. Goal: educate and build trust, not sell. Target audience: [e.g. small business owners, professionals in their 40s, people approaching retirement]. Tone: confident, approachable, and human — not corporate. Format: strong opening line that stops the scroll, 3–5 short paragraphs or dot points, then close with a thought-provoking question or simple takeaway. Under 250 words. No hashtag spam — include at most 3 relevant hashtags at the end. This is general education only, not personal advice.