Financial Advisor & Wealth Manager AI Prompt Pack
50 professional-grade AI prompts for financial advisors and wealth managers — client communications, financial planning narratives, compliance documentation, market commentary, and business development.
Description
50 prompts across 6 categories, built for the real workflow of a practicing financial advisor. Covers client meeting prep and follow-up, market volatility emails, quarterly portfolio review letters, retirement income narratives, compliance documentation (risk tolerance, suitability, IPS), referral and prospect sequences, and monthly market commentary. Every prompt includes placeholders, usage context, and expected output. Works with ChatGPT, Claude, Gemini, or any major AI model. Includes a machine-readable JSON library for teams that want to build automation.
What's included
- prompts.md — 50 prompts with full instructions and placeholders (1,008 lines)
- prompts.json — machine-readable prompt library organized by category (399 lines)
- README.md — setup guide and category overview
Delivery
Instant download after Stripe checkout. File: nightforge-financial-advisor-prompt-pack.zip