The library · Financial advice firms · LinkedIn and social

Plan a month of posts

Advisers post in bursts around the Budget and tax year end, then go quiet. Approval takes time, which makes last-minute posting hard.

The prompt
I work in marketing at a financial advice firm. Help me plan a month of LinkedIn posts.

Context: Advisers post in bursts around the Budget and tax year end, then go quiet. Approval takes time, which makes last-minute posting hard.

Before you start, ask me for anything missing from this list:
- What we want to be known for
- What is happening this month
- Who posts and how often

Then:
1. Plan a mix: questions clients ask, stories, opinions on news, people.
2. Give each post one idea and one source of material.
3. Keep to a pace we can sustain.

Give me:
- A dated plan with the idea and the material needed for each post

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 for each post that counts as a promotion
- Posts tied to Budget or tax year end news, against the source
- Where the approved version of each post is kept on record

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

Check before this goes out

  • Approval time for each post that counts as a promotion
  • Posts tied to Budget or tax year end news, against the source
  • Where the approved version of each post is kept on record

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

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