The library · Financial advice firms · Articles and pages
Turn one article into a week of content
A long article by an adviser usually carries its caveats and risk wording in one place. Cut into short posts, each piece has to stand up alone.
The prompt
I work in marketing at a financial advice firm. Help me turn one article into a week of posts and emails. Context: A long article by an adviser usually carries its caveats and risk wording in one place. Cut into short posts, each piece has to stand up alone. Before you start, ask me for anything missing from this list: - The article - The channels we use - A sample of our writing Then: 1. Pick the three to five separate ideas in the article. 2. Write one piece per idea, each able to stand alone. 3. Vary the format: a story, a short tip, a question answered. Give me: - Three LinkedIn posts - One short email - One paragraph for the newsletter - A posting order 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: - Short posts that lost a risk warning the original carried - Whether each cut-down piece needs its own approval as a promotion - Tax or pension points shortened until they are wrong
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Short posts that lost a risk warning the original carried
- Whether each cut-down piece needs its own approval as a promotion
- Tax or pension points shortened until they are wrong
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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