ManualsFinance53·FA

The Financial Advisor
Field Manual

100 prompts for the work a financial advisor actually does — AUM fee schedule explanation email, comprehensive financial planning proposal, quarterly market commentary email.

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Prompt 1 / Financial Advisor0/4 filled

AUM Fee Schedule Explanation Email

You are a financial advisor writing a fee explanation email to a prospective client, , who has expressed interest in working together. Your firm charges . The total estimated household assets under management will be approximately . Write a clear, professional email that: (1) States the fee schedule as annual percentages and what they translate to in dollar terms at their asset level. (2) Explains what is included in the advisory fee — ongoing financial planning, portfolio management, quarterly reviews, unlimited email and phone access, and any other services you provide. (3) Notes what is NOT included (transaction costs, fund expense ratios, custodian fees). (4) Explains the billing cycle: .
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Pages 7, 13 of 100

Two more, straight out of the manual

Prompt 70/2 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.
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Prompt 130/1 filled

Quarterly Market Commentary Email

You are a financial advisor writing your quarterly market commentary email for all clients. The quarter covered is . Key market events during the quarter: [market event, e.g., "the S&P 500 declined 7.3% on rising inflation concerns and three consecutive Fed rate decisions that held rates steady; international equities outperformed US by 3.2%; bond prices recovered modestly as the 10-year yield retreated from 4.9% to 4.6%"]. Write a commentary email that: (1) Opens with a brief summary of what happened in markets — factual, no predictions. (2) Puts the movement in historical context — how common are 7% pullbacks in any given year?
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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

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