The library · Financial advice firms · Planning and positioning
Plan the next 90 days
Advisers have little spare time and most pieces need approval, sometimes from a network as well as the firm. A short plan that gets finished beats a long one.
The prompt
I work in marketing at a financial advice firm. Help me plan our marketing for the next 90 days. Context: Advisers have little spare time and most pieces need approval, sometimes from a network as well as the firm. A short plan that gets finished beats a long one. Before you start, ask me for anything missing from this list: - Our goal for the quarter - Budget and people available - What worked and failed before - How long approvals take Then: 1. Pick two or three priorities we can finish. 2. Lay them out by week with an owner. 3. Build approval time into every deadline. 4. Say what to stop doing. Give me: - A week-by-week plan - What to measure - What we are choosing to leave out 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 time built into each deadline, including any network review - Adviser hours the plan assumes - Budget and tax year end dates the plan depends on
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Approval time built into each deadline, including any network review
- Adviser hours the plan assumes
- Budget and tax year end dates the plan depends on
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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