ManualsFinance53·FA

The Financial Advisor
Field Manual

100 prompts for the work a financial advisor actually does — comprehensive financial planning proposal, paraplanner job posting, associate financial advisor job posting.

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Prompt 7 / Financial Advisor0/2 filled

Comprehensive Financial Planning Proposal

You are a financial advisor writing a comprehensive financial planning proposal for , a [scope, e.g., "married couple in their mid-50s, dual income, with $1.4 million in combined retirement accounts, a primary residence, two children in college, and a business the husband is planning to sell in 5 years"]. The planning fee for this engagement is . Write a professional planning proposal that: (1) Opens with a 2-3 sentence summary of what you heard in the discovery meeting — their goals, concerns, and timeline. (2) Lists the planning areas you will address (create a numbered list). (3) Describes the deliverables they will receive — specific documents, meeting summaries, analysis.
Your input: 2 blanks. The other 109 words do the thinking for you.

Pages 33, 82 of 100

Two more, straight out of the manual

Prompt 330/1 filled

Paraplanner Job Posting

You are a financial advisor writing a job posting for a full-time paraplanner role at your RIA practice. Your firm: . The role involves: preparing client meeting materials, running financial planning software outputs (eMoney/MoneyGuidePro), drafting client correspondence, maintaining CRM data, and supporting compliance recordkeeping. Write a job posting that: (1) Opens with a genuine description of who you are as a practice — your service philosophy and client type. (2) Describes the role's key responsibilities in plain language, not HR-speak.
Your input: 1 blank. The other 80 words do the thinking for you.
Prompt 820/1 filled

Associate Financial Advisor Job Posting

You are a financial advisor writing a job posting for an associate financial advisor at your RIA practice. Your firm: . The role: conducting client meetings under supervision, preparing financial plans, leading client onboarding, and building toward a client book over a defined timeline. Write a posting that: (1) Opens with a genuine description of your practice — philosophy, client type, culture. (2) Describes the role and what the associate will do in years 1, 3, and 5. (3) Lists required qualifications: CFP certification (or exam-eligible), planning software experience, communication skills.
Your input: 1 blank. The other 91 words do the thinking for you.

Contents

Eight chapters, 100 prompts

  1. 01

    Pricing & quoting

    Quotes, hourly rate, value-stack, discount calls

  2. 02

    Estimates & proposals

    On-site walkthroughs, scopes, proposal copy

  3. 03

    Customer communication

    Hard emails, follow-ups, late payment chases

  4. 04

    Scheduling & jobs

    Routing, dispatch, no-show recovery

  5. 05

    Marketing on a budget

    Local SEO, postcards, Google profile, reviews

  6. 06

    Hiring & subs

    Job posts, screening, contractor agreements

  7. 07

    Finances & taxes

    Margin, runway, “should I take this job?” math

  8. 08

    The hard ones

    Firing a client, layoffs, mistakes you made

Can't I just ask ChatGPT to write these myself?

You can — the way you can write your own contracts. Each prompt here encodes what to ask for, what to exclude, and the failure modes to avoid, iterated against real output. $29 skips that work for every job on this page.

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