The library · Financial advice firms · Planning and positioning
Review competitors' marketing
Advice firm websites say much the same things about trust and long-term relationships. The gaps are usually plain fees, named advisers and a clear statement of who the firm is for.
The prompt
I work in marketing at a financial advice firm. Help me review how our competitors present themselves. Context: Advice firm websites say much the same things about trust and long-term relationships. The gaps are usually plain fees, named advisers and a clear statement of who the firm is for. Before you start, ask me for anything missing from this list: - Three to five competitors with their website text pasted in - What we think we do better Then: 1. Summarise what each says and who they seem to target. 2. Note what all of them say. 3. Find what none of them covers that we can. Give me: - A comparison table - Gaps we could own - Claims of ours that need proof Rules: - Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source. - Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed. - Write in plain English, in our voice if I have given you a sample. - Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check. Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see: - Claims about competitors or their charges that we cannot prove - Our own comparative claims, and the basis for each - Comparisons of performance or fees, and whether they are fair
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Claims about competitors or their charges that we cannot prove
- Our own comparative claims, and the basis for each
- Comparisons of performance or fees, and whether they are fair
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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