The library · Financial advice firms
60 AI marketing prompts for financial advice firms.
Sixty prompts for the marketing jobs a financial advice firm does every month. Each one keeps general information apart from personal advice, treats performance and outcomes carefully and ends with a list for whoever approves your financial promotions.
60 of 60 prompts
Articles and pages
Things people read when they are deciding whether to call.
- Write a blog articleHelp me write a blog article that answers one question a client would ask.
- Write a service pageHelp me write a web page for one of our services.
- Build an FAQ pageHelp me build an FAQ page from the questions we get asked.
- Explain a rule change to clientsHelp me explain a rule or industry change to our clients in plain English.
- Write a case studyHelp me turn my notes into a client case study.
- Turn one article into a week of contentHelp me turn one article into a week of posts and emails.
Newsletters, updates and the emails that bring people back.
- Draft a client newsletterHelp me draft this month's client newsletter.
- Write a new-client welcome sequenceHelp me write a welcome sequence for new clients.
- Write a re-engagement emailHelp me write an email to past clients we have not heard from.
- Write an event invitationHelp me write an invitation to our event.
- Ask a client for a referralHelp me ask a happy client for a referral.
- Tell clients about a price or terms changeHelp me tell clients about a change to our prices or terms.
LinkedIn and social
Posts that sound like the people in the firm.
- Write a LinkedIn post from a client storyHelp me write a LinkedIn post from something that happened at work.
- Outline a LinkedIn carouselHelp me outline a LinkedIn carousel that explains one thing.
- Introduce a team memberHelp me write a post introducing someone on our team.
- Reply to comments and messagesHelp me reply to comments on our posts.
- Plan a month of postsHelp me plan a month of LinkedIn posts.
- Announce an award or milestoneHelp me announce an award, hire or milestone without sounding smug.
Website and search
Being found in Google and in AI answers.
- Rewrite the homepageHelp me rewrite our homepage so a stranger understands us in ten seconds.
- Write page titles and descriptionsHelp me write page titles and meta descriptions for our site.
- Build a content briefHelp me build a brief for a page that should be found in Google and AI answers.
- Check what AI says about the firmHelp me check what ChatGPT and other AI tools say about our firm.
- Write a local landing pageHelp me write a page for a town or area we serve.
- Write a team bioHelp me write a bio for someone on our team.
Advertising
Paid campaigns that say only what you can stand behind.
- Write Google search adsHelp me write Google search ads for one service.
- Write a LinkedIn adHelp me write a LinkedIn ad for a guide, event or service.
- Write a landing page for an adHelp me write the landing page an ad sends people to.
- Check ad copy before it runsHelp me check this ad copy before it goes live.
- Write retargeting adsHelp me write ads for people who visited our site and left.
- Brief an agency or freelancerHelp me write a brief for an agency or freelancer.
Reviews and reputation
Asking for praise and answering criticism in public.
- Ask for a reviewHelp me ask a client for an online review.
- Reply to a good reviewHelp me reply to a positive review.
- Reply to a bad reviewHelp me reply to a negative review calmly.
- Ask for a testimonialHelp me ask a client for a testimonial we can publish.
- Draft a holding statementHelp me draft a short public statement about a problem.
- Write an award or directory entryHelp me write an award or directory submission.
Enquiries and follow-up
Turning a first message into a first meeting.
- Reply to a new enquiryHelp me reply to a new enquiry quickly.
- Follow up after silenceHelp me follow up with someone who went quiet.
- Prepare for a first meetingHelp me prepare me for a first meeting with a prospect.
- Write a proposal cover noteHelp me write the note that goes with a proposal or quote.
- Find out why people did not go aheadHelp me ask people who did not go ahead why.
- Approach a referral partnerHelp me approach a business that could refer clients to us.
Events and press
Webinars, seminars and getting quoted.
- Plan a webinarHelp me plan a client webinar.
- Follow up after an eventHelp me follow up with people after our event.
- Write a press releaseHelp me write a press release from the facts I give you.
- Pitch a journalistHelp me pitch a story or comment to a journalist.
- Write a speaker bio and talk summaryHelp me write a speaker bio and a talk description.
- Write an event recapHelp me write up an event for people who missed it.
Planning and positioning
Working out who you are for and what to say.
- Describe our ideal clientHelp me describe our ideal client from what we know about real ones.
- Review competitors' marketingHelp me review how our competitors present themselves.
- Build a messaging frameworkHelp me build a simple messaging framework for the firm.
- Plan the next 90 daysHelp me plan our marketing for the next 90 days.
- Write a value propositionHelp me write a value proposition for one service.
- Explain our pricingHelp me explain how our pricing works on the website.
Reporting and sign-off
Showing what worked and getting copy approved.
- Write the monthly marketing reportHelp me write this month's marketing report for the partners or board.
- Review a campaignHelp me review a campaign that has finished.
- Check copy for risky claimsHelp me check this copy for claims that need evidence or sign-off.
- Prepare copy for sign-offHelp me prepare this piece of marketing for sign-off.
- Write an AI-use statementHelp me write a short statement about how we use AI in our marketing.
- Start a marketing risk registerHelp me start a simple risk register for our marketing.
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