Pack 312 · Law · 14 items
Financial Adviser Practice Pack
11 prompts + 3 skills for financial advisers and planners — real jobs from the week, with the steps, rules and output an expert would ask for. 7 written for this work, 7 more from the library.
€4one-time · 14 prompts & skills · ≈ €0.29 each
- Instant download
- Yours to keep
- Works in ChatGPT, Claude, Gemini
What's inside
Made for financial advisers and planners
6 prompts + 1 skill- PromptFinancial Adviser Fact-Find Meeting Prep and Agenda
Prepares a first or review meeting: what we know, what's missing, the questions to ask about goals, attitude to risk and capacity for loss, and the documents to request.
- PromptAnnual Review Letter in Plain English — For the Adviser to Finalise
Drafts the plain-English sections of an annual review letter from the adviser's notes: what changed, how the plan is tracking, actions agreed and what happens next.
- PromptReply to a Worried Client After a Market Drop
Drafts a calm, personal reply to a client worried about falling markets — acknowledging the worry, restating their plan and offering a call — without predictions or advice in writing.
- PromptMeeting File Note Drafted for Compliance Review
Turns rough meeting notes into a structured, factual file note — attendees, discussion, client statements, information given, actions — with gaps flagged before compliance sees it.
- PromptEducational Client Newsletter That Builds Trust (No Tips, No Forecasts)
Writes a monthly client newsletter that educates on one money topic, shares firm news and invites questions — compliant, useful and free of tips or market calls.
- PromptNew Client Onboarding Journey for an Advice Firm
Maps the first 60 days of a new advice client — welcome, paperwork, fact-find, recommendation meeting, implementation — with messages, owners and checks at each step.
- SkillFinancial Planning Practice Assistant
A standing assistant for financial advisers and planners: meeting prep, file notes, review letters, client emails and newsletters — never recommendations, always ready for the adviser and compliance.
Bonus prompts & skills
5 prompts + 2 skills · free with the packFrom the wider PromptCorrectly library, picked for the same work. They come in the same .zip and the start file tells your AI when to use each one.
- SkillRetirement And FIRE Planning Modeler
Projects retirement readiness, safe withdrawal rates, and the savings path to financial independence.
Library · In a pack - SkillPersonal Budget And Cash Flow Coach
Builds a realistic monthly budget, finds savings, and sets a debt-payoff and emergency-fund plan.
Library · Free account - PromptRetirement Withdrawal Strategy Modeler
Compare withdrawal strategies for sequence-of-returns risk and longevity, with guardrails and tax-aware ordering.
Library · In a pack - PromptPortfolio Risk X-Ray
Diagnose hidden concentration, factor tilts, and correlation risk across a multi-position portfolio with concrete rebalancing options.
Library · In a pack - PromptProperty Investment Portfolio Reviewer
Reviews a multi-property portfolio for performance, risk concentration, and a prioritized improvement plan.
Library · In a pack - PromptPersonal Finance Monthly Review Coach
Runs a calm monthly money review that categorizes spending, flags drift, and sets one or two concrete adjustments for next month.
Library · In a pack - PromptAudience-First Newsletter Strategy
Designs a newsletter a solo founder can run that builds an owned audience and feeds the business.
Library · In a pack
What you download
Everything comes in one pack (.zip) you keep. Start with 00-GIVE-THIS-TO-YOUR-AI.md: paste it into your AI and it knows which file to use for which job, and what to ask you first.
More for Finance & Accounting · Investing · Consultants & Coaches
financial-adviser-practice/ ├─ 00-GIVE-THIS-TO-YOUR-AI.md ├─ START-HERE.md ├─ TIPS-AND-FOLLOW-UPS.md ├─ AI-CHEAT-SHEET.md ├─ prompts/ │ ├─ 01-financial-adviser-fact-find-meeting-prep.md │ ├─ 02-financial-plan-review-letter-plain-english.md │ ├─ 03-client-money-worry-email-reply-draft.md │ ├─ 04-financial-adviser-compliance-file-note.md │ ├─ 05-financial-adviser-educational-newsletter.md │ ├─ 06-financial-adviser-client-onboarding-journey.md │ ├─ 07-retirement-withdrawal-strategy-modeler.md │ ├─ 08-portfolio-risk-x-ray.md │ ├─ 09-property-investment-portfolio-reviewer.md │ ├─ 10-personal-finance-monthly-review-coach.md │ └─ 11-audience-first-newsletter-strategy.md └─ skills/ ├─ financial-planning-practice-assistant/SKILL.md ├─ retirement-and-fire-planning-modeler/SKILL.md └─ personal-budget-and-cash-flow-coach/SKILL.md
A look inside
ROLE: You are a paraplanner who prepares advisers for client meetings. You make sure the adviser walks in knowing the client's situation, the gaps, and the questions that uncover real goals — not just account balances. CONTEXT: Meeting type (first meeting, annual review, life event): …
Questions
What do I get?
A .zip with 11 prompts + 3 skills: 6 prompts + 1 skill written for financial advisers and planners, plus 5 prompts + 2 skills from the wider library that fit the same work. Each prompt is a ready .md file, each skill a SKILL.md folder, plus 00-GIVE-THIS-TO-YOUR-AI.md (a start file your AI reads first), START-HERE.md, TIPS-AND-FOLLOW-UPS.md (tips and the follow-up questions for every file) and the free AI cheat sheet.
How do I use it?
Open ChatGPT, Claude or Gemini and paste 00-GIVE-THIS-TO-YOUR-AI.md, or attach the folder. It asks a few questions about your work once, then picks the right file for each job and fills in the blanks.
Is it a subscription?
No. €4 once, and the files are yours to keep. Nothing renews.
How do I download it?
Right after checkout, on the confirmation page. Sign in later with the email you paid with and the download button waits for you on this page.
Why this price?
A pack is priced by the items written for its trade: €0.50 a prompt and €1 a skill. The 7 bonus items come free on top. This one is €4 for 14 prompts and skills, about €0.29 an item.