The library · Financial advice firms · Website and search
Write a local landing page
Many clients still want an adviser they can meet in person, or one who will visit them at home. Local detail and named advisers matter more than length.
The prompt
I work in marketing at a financial advice firm. Help me write a page for a town or area we serve. Context: Many clients still want an adviser they can meet in person, or one who will visit them at home. Local detail and named advisers matter more than length. Before you start, ask me for anything missing from this list: - The area - What we do there, with real examples - How people there reach us Then: 1. Open with the service and the area. 2. Use details only someone who works there would know. 3. Answer practical questions: parking, visits, remote options. Give me: - The page, 300 to 450 words - Title and description 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: - That we have a real office or adviser serving that area - Named advisers for the area and their current qualifications - Regulatory status wording carried onto this page
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- That we have a real office or adviser serving that area
- Named advisers for the area and their current qualifications
- Regulatory status wording carried onto this page
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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