The library · Financial advice firms · Reviews and reputation

Reply to a good review

Even a short thank-you can confirm that someone is a client and hint at what they were advised on. Reviews sometimes mention returns the firm would never claim itself.

The prompt
I work in marketing at a financial advice firm. Help me reply to a positive review.

Context: Even a short thank-you can confirm that someone is a client and hint at what they were advised on. Reviews sometimes mention returns the firm would never claim itself.

Before you start, ask me for anything missing from this list:
- The review
- Who did the work

Then:
1. Thank them for something specific in their review.
2. Keep it to two or three sentences.
3. Add nothing they did not say themselves.

Give me:
- The reply

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 the reply adds no detail the reviewer did not give
- That the reply does not repeat or endorse a returns claim
- Naming the adviser only if the reviewer did

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

Check before this goes out

  • That the reply adds no detail the reviewer did not give
  • That the reply does not repeat or endorse a returns claim
  • Naming the adviser only if the reviewer did

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

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