The Financial Advisor's AI Prompt Library — 68 Prompts for Advisors & Planners

Sixty-eight compliance-aware prompts. Six workflows. Everything you write in a week — drafted in a morning.

This is the working library for financial advisors and planners who already know AI can save them hours, but won't touch a generic ChatGPT pack that ignores the rules they work under. Every prompt is built around a real moment in an advisor's week — and built to keep you on the right side of compliance. The "markets just dropped and the phone's about to ring" moment. The "I need to write this client review summary" moment. The "I should be posting on LinkedIn but I'm staring at a blank screen" moment.

WHAT'S INSIDE
68 prompts across 6 workflows, each tagged with the AI model it's tuned for (Claude, ChatGPT, or any model):

· Client Emails & Reassurance — 12 prompts
· Prospecting & Introductions — 11 prompts
· Newsletters & Content — 11 prompts
· Client Reviews & Meetings — 11 prompts
· Social Media & LinkedIn — 12 prompts
· Explainers & Practice Admin — 11 prompts

Plus a 5-step Quick-Start Guide so the library actually gets used, not bookmarked and forgotten.

BUILT FOR A REGULATED PROFESSION
This is the difference. Every prompt is written to produce drafts, not advice — no specific recommendations, no performance promises, no guarantees. There's a dedicated compliance note in the intro, prompts that steer you away from giving individual advice in public comments, and even a compliance-check prompt for a second pair of eyes before anything client-facing goes out. Generic prompt packs don't do this. Yours does.

WHAT MAKES EACH PROMPT DIFFERENT
Every prompt has four parts: the prompt itself, a real filled-in example showing what good output looks like, a tweak note, and a tag for which AI tool to use. You know exactly what you're getting before you send it.

WHO IT'S FOR
Independent advisors, planners, paraplanners, and small advisory practices — anywhere English-language financial advice is given. Works alongside any CRM, any planning software, and any major AI chatbot.

FORMAT
44-page PDF, A4, professionally designed. Instant download after purchase. Use it on your phone, laptop, or print it.

LICENCE
Single-user licence. Use it across all your work, forever. Not for resale or redistribution.

IMPORTANT
These promp