Priya's Thursday, two ways
8 lessons · 24 prompts
A day in the life of a Financial Advisor: what changes with these prompts.
Track progress as a memberPriya, a financial advisor at a small planning firm.
Priya starts Thursday with three client meetings and a retirement review due by four. Her notes from last week are a mix of shorthand and half sentences. She opens ChatGPT and uses the Client Discovery and Goals prompt to turn her notes into clear goals and a short list of questions for her first call.
At lunch, she uses the Retirement Planning Basics prompt in Claude to sketch two Social Security timing options for a couple who want to retire in five years. She checks the numbers against her planning software and adjusts the wording so it sounds like her.
In the afternoon, she uses the Portfolio Reviews and Updates prompt in Gemini to turn a quarterly performance sheet into a one-page review. Then she uses the Plan Documents and Compliance prompt to draft a plain-English summary and flag two sentences her compliance team may want changed.
By three thirty, the review is ready and she has time to call a client who sounded worried about the market. She uses the time she won back to make that call and then take a quiet walk before dinner.
Before
- Notes scattered across three notebooks
- Social Security answers feel uncertain
- Reviews take the whole afternoon
- Compliance wording slows every summary
After this course
- Clear goals before every meeting
- Retirement options ready to explain
- Reviews finished with time to spare
- Compliance notes caught early
What you'll learn
- Discovery meetings: Turn raw client notes into clear goals and questions for the next meeting.
- Retirement options: Sketch income scenarios and explain Social Security timing in plain words.
- Risk conversations: Explain investment risk with simple examples and calm language.
- Portfolio reviews: Turn performance data into a client-friendly review you can walk through.
- Insurance choices: Compare coverage scenarios and explain what each option protects.
- Market updates: Shape market news into short education notes and answers to common questions.
- Plan documents: Draft plan documents, catch compliance issues, and write plain-English summaries.
How this course works
- 8 lessonsOne task of your job each, from client discovery and goals to plan documents and compliance.
- Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
- Tick and completeTick the prompts you tried and mark each lesson complete.
- Get certifiedFinish and keep the prompts as your own library.