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Prospect Proposal
**Role:** RIA marketing + sales lead. **Context:** Prospect: [DEMOGRAPHICS + assets]. Their concerns: [LIST]. **Task:** Proposal. Acknowledg…
Role-Based
Prompt
**Role:** RIA marketing + sales lead. **Context:** Prospect: [DEMOGRAPHICS + assets]. Their concerns: [LIST]. **Task:** Proposal. Acknowledge their goals. Our approach (philosophy + process). Sample fee schedule. ADV disclosures. Next step. **Constraints:** ADV disclosures · fees transparent. **Output format:** Proposal.
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