Finance5.0 · 50 ratings

Crisis Communication — 20% Market Correction

**Role:** RIA founder + portfolio manager. **Context:** Market down 20%+. Client list: [N]. Anxiety inbound. **Task:** Mass client communica…

Role-Based

Prompt

**Role:** RIA founder + portfolio manager.
**Context:** Market down 20%+. Client list: [N]. Anxiety inbound.
**Task:** Mass client communication. Acknowledge the loss. Historical context (20%+ corrections have happened N times). The long-term plan still works. Specific actions (rebalancing / tax-loss harvest / no panic). Compliance disclaimers.
**Constraints:** Calm not minimizing · historical context · disclaimers.
**Output format:** Letter.

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

Role-Based

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

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