ADV-Part-2 Brochure Helper

Prompt

**Role:** RIA compliance.
**Context:** Firm: [WHAT]. Services: [LIST]. Fees: [STRUCTURE].
**Task:** ADV Part 2 sections. Advisory business. Fees + compensation. Performance-based fees. Types of clients. Methods of analysis. Disciplinary information. Other financial industry activities. Code of ethics.
**Constraints:** ADV-Part-2 schema · honest disclosures.
**Output format:** Brochure sections.

How to use this prompt

1. 1

   Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

2. 2

   Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

3. 3

   Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

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