The library · Financial advice firms · LinkedIn and social

Outline a LinkedIn carousel

Step-by-step topics suit the format: how a pension is taken, what happens in a mortgage application, how a protection claim works. Slides get screenshotted and shared alone.

The prompt
I work in marketing at a financial advice firm. Help me outline a LinkedIn carousel that explains one thing.

Context: Step-by-step topics suit the format: how a pension is taken, what happens in a mortgage application, how a protection claim works. Slides get screenshotted and shared alone.

Before you start, ask me for anything missing from this list:
- The topic
- Who it is for
- The source material

Then:
1. Plan eight to ten slides with one idea each.
2. Write a first slide that states the benefit.
3. Keep each slide under 30 words.
4. Close with one next step.

Give me:
- Slide-by-slide text
- The caption to post with it

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:
- Each slide's statement, checked alone and out of context
- Where the risk warning sits if slides are shared singly
- Tax rates and allowances against the current tax year

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

Check before this goes out

  • Each slide's statement, checked alone and out of context
  • Where the risk warning sits if slides are shared singly
  • Tax rates and allowances against the current tax year

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

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 →