The library · Financial advice firms · Website and search

Build a content brief

Money questions get answered by AI tools from whichever page states the answer most plainly. An adviser's first-hand experience of real client situations is what generic pages lack.

The prompt
I work in marketing at a financial advice firm. Help me build a brief for a page that should be found in Google and AI answers.

Context: Money questions get answered by AI tools from whichever page states the answer most plainly. An adviser's first-hand experience of real client situations is what generic pages lack.

Before you start, ask me for anything missing from this list:
- The topic or question
- What we know first-hand
- Existing pages on nearby topics

Then:
1. State the reader's question and the follow-ups.
2. Find the angle only we can take.
3. Outline the page with an answer at the top.

Give me:
- Working title
- Angle
- Outline with question headings
- Evidence to include

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:
- A named, qualified author or reviewer
- Sections where general information could become a recommendation
- Sources and tax year for every rate, allowance or figure

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • A named, qualified author or reviewer
  • Sections where general information could become a recommendation
  • Sources and tax year for every rate, allowance or figure

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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