Prompt

Professional ServicesPromptIn a pack

Financial 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.

  • Role-Based
  • Step-by-Step
  • Constraints
  • Structured Output

Opening lines · ~305 words in full

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): …

Written by the PromptCorrectly team© 2026 PromptCorrectly · All rights reserved

How to use it

  1. Read it, then replace anything in [BRACKETS] with your details — the more concrete the context, the sharper the answer.
  2. Copy it (or download the .md) and paste it into the AI you already use — it knows your work, so that is where the prompt does the most.
  3. Want a sharper answer? Ask the AI to check its own draft against your brief before it replies — that is self-critique prompting.

Techniques in this prompt

Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

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Step-by-Step

Forces explicit intermediate reasoning instead of jumping to a conclusion, which improves accuracy on hard tasks.

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Constraints

Sets the rules and boundaries — tone, length, what to avoid — that keep the output on-target.

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Structured Output

Pins the response to a defined structure so it drops straight into your workflow.

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Works with

Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.

New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this prompt is built on, and role prompting examples.

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