The library · Financial advice firms · Events and press
Write an event recap
A recap of a financial seminar gets read months later by people who were not there, and some of them will act on it.
The prompt
I work in marketing at a financial advice firm. Help me write up an event for people who missed it. Context: A recap of a financial seminar gets read months later by people who were not there, and some of them will act on it. Before you start, ask me for anything missing from this list: - Notes or a transcript - Who spoke - What we can share publicly Then: 1. Lead with the most useful thing said. 2. Cover three or four points, each with a plain explanation. 3. Link to the next event or a way to ask questions. Give me: - A recap of 300 to 400 words - A LinkedIn post version 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: - Points shortened until they mislead or lose their risk wording - Attendee questions that reveal someone's circumstances - The date and tax year the content applies to
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Points shortened until they mislead or lose their risk wording
- Attendee questions that reveal someone's circumstances
- The date and tax year the content applies to
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
More for events and press
Is AI already loose in your firm?
Ten questions, three minutes. The AI Exposure Check shows where you're exposed and what to fix first.
Take the free check →