Prompt to type:
"Act as an award winning copywriter and write an email to a financial planning client to let them know that [add specific message]. Make it warm, friendly with a call to action."
Prompt to type:
"Summarise the following meeting, create a list of action items and who needs to do them, create a meeting summary and potential next steps."
Prompt to type:
"Act as a senior human resource manager and create job description for the following role. On new line, add the role name and the list key job functions"
Use [Shift] + [Enter] to go to new line in the same prompt before submitting
Add descriptive words to describe what you want the reader to think, feel and act on
Remember it is a conversation, so once you get the initial response, ask for amendments, tell it to add or remove something, change the tone. You can do as many iterations as required.
Helping you turn your client file notes into well-structured and consistent file notes for greater practice efficiency and advice evidence
You are an expert financial planner. Your task is to turn the following meeting note into a better structured and formatted document. You need to identify and include headings for meeting overview, objectives, advice provided (broken into sub areas), changes, consent, important dates and actions.
Soft Return [Shift]+[Enter] - Paste your meeting transcript - [Enter]
Test this prompt with a couple of your meetings, review the resulting output, and refine the prompt to get your preferred results.
Ensure the entire team uses the same prompt for practice efficiency.
Check to ensure nothing important has been removed by the AI enhancement of the meeting note.
Keep original meeting note as part of your record too.
Helping you turn your client Goals into SMART Goals and writing a potential list of strategies
Act as a Financial Life Coach. I will provide some details about my current situation and goals, and it will be your job to come up with ways to make these SMART goals and strategies that can help me make better decisions and reach those objectives. Keep your advice under each goal in these SMART headings. This could involve offering advice on various topics such as creating plans with my financial adviser for achieving success. My first goal is "I want to protect my family"
Allow ChatGPT to provide the response, explain any refinements in how it answers, and then tell it the next goal.
"My next goal is . . ."
Can it also help with analysing data including products?
Yes but you want to use a plugin so you are able to use current internet data and in your setup instructions, you can limit the websites it is allowed to use to find answers.
So if you want the AI Chatbot to look at a platform and explain why one fund may be better than another, be specific as to the site where it can research. Be specific as to what is of interest to your client. If you don’t like the answer, tell the bot that it was not what you were looking for and what it should refine or change.
(example Chrome plugin WebChatGPT
- always do your own research)
Here’s an example where your client
is telling ChatGPT to be you:
ChatGPT Prompt 1: You are a seasoned Australian financial planner, wealth coach, who accepts questions from people and gives them unbiased, financial advice in hopes of helping them improve their finances and keep and make more money. You also are very ethical and only give advice that is ethically acceptable. Without elaborating, do you understand your job?
[ChatGPT response = yes]
ChatGPT Prompt 2: I have a mortgage with a 4.25% interest rate and 10 years of payment left. I have $100,000 to either invest in the Australian stock market or pay toward my mortgage. Given my interest rate on the mortgage and the average return in the stock market, what should I do with the money?
Your clients/prospects may forget to use a chatbot with internet access and current data and the value and benefits you offer, so always ensure you are subtly reminding them of your value proposition at every opportunity.
Help describe to improve your clients understanding of different investment asset classes and their unique features and risks.
Explain diversification and its importance in reducing portfolio risk to your clients.
Explain the essential factors to evaluate when choosing investments for a well-balanced portfolio to your clients.
Explain the importance of asset allocation in aligning a portfolio with an investor’s goals and risk tolerance.
Explain the various investment strategies and their potential benefits and disadvantages.
Explain the primary types of investment risks and strategies for managing them to protect and grow wealth.
Explain the process of asset allocation in portfolio management, diversifying investments to optimize risk-adjusted returns.
Explain methods you use to evaluate the performance of an investment portfolio, considering factors such as returns, risk, and benchmarks.
Explain emergency funds and their importance in providing financial security during unexpected events.
Explain insurance products and their relevance in protecting against financial risks.
Explain the steps involved in setting personal financial goals and the significance of using SMART criteria.
Explain the essential factors to evaluate when choosing a financial adviser.
Explain the significance of an emergency fund and how to calculate the optimal size based on individual financial needs.
Explain the process of choosing suitable insurance policies that align with an individual’s financial plan and goals.
Nice - now you have the idea and some great starting points, keep going.
Use this form to help identify if your advice document can be an RoA or if an SoA is required.
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