The library · Financial advice firms · Planning and positioning
Write a value proposition
Clients cannot judge the quality of advice in advance and may not see the result for years. They judge clarity, responsiveness and whether the fees make sense to them.
The prompt
I work in marketing at a financial advice firm. Help me write a value proposition for one service. Context: Clients cannot judge the quality of advice in advance and may not see the result for years. They judge clarity, responsiveness and whether the fees make sense to them. Before you start, ask me for anything missing from this list: - The service - Who buys it and why - What they would do without us Then: 1. State the problem in the client's words. 2. State what changes after working with us, using proof I supplied. 3. Write three versions at different lengths. Give me: - One sentence - One paragraph - Three proof points 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: - Claims about returns, tax savings or beating the market - Promises about service levels and review meetings we can keep - Statements about charges against our published fee information
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Claims about returns, tax savings or beating the market
- Promises about service levels and review meetings we can keep
- Statements about charges against our published fee information
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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