The library · Financial advice firms · Advertising
Write a LinkedIn ad
This suits business owners, directors and senior professionals: pensions, exit planning, shareholder protection. The reader is short of time and wary of anything that looks like a sales approach.
The prompt
I work in marketing at a financial advice firm. Help me write a LinkedIn ad for a guide, event or service. Context: This suits business owners, directors and senior professionals: pensions, exit planning, shareholder protection. The reader is short of time and wary of anything that looks like a sales approach. Before you start, ask me for anything missing from this list: - What we are promoting - The job titles we want to reach - The one action we want Then: 1. Write three versions with different openings. 2. Say who it is for in the first line. 3. Keep the intro under 150 characters. Give me: - Three ad versions with headline and intro text - Which to test first and why 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: - Approval of the ad, and of any guide it offers, as a promotion - Claims about tax savings or returns for people like the reader - Targeting that implies knowledge of a person's wealth or circumstances
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Approval of the ad, and of any guide it offers, as a promotion
- Claims about tax savings or returns for people like the reader
- Targeting that implies knowledge of a person's wealth or circumstances
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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