The library · Financial advice firms · Events and press
Plan a webinar
Business owners, people near retirement and families thinking about inheritance will give 45 minutes to a subject that touches their money, explained by someone who advises on it daily.
The prompt
I work in marketing at a financial advice firm. Help me plan a client webinar. Context: Business owners, people near retirement and families thinking about inheritance will give 45 minutes to a subject that touches their money, explained by someone who advises on it daily. Before you start, ask me for anything missing from this list: - The topic and the audience - Who is speaking - What we want attendees to do after Then: 1. Write a title that states what people will learn. 2. Outline 30 minutes of content and 15 of questions. 3. Plan the invitation, reminders and follow-up. Give me: - Title and description - A running order - A promotion timeline 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: - Slides and script approved as a promotion before the date - A slide saying the session is general information - How questions about individual circumstances will be handled
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Slides and script approved as a promotion before the date
- A slide saying the session is general information
- How questions about individual circumstances will be handled
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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