For RIAs · CFPs · Planners · Wealth Managers
Give Every Client Your Best Work — in Half the Time
The complete, plug-and-play system of AI prompts built specifically for financial advisors. Draft, research, plan, and communicate at a higher level — without adding a single hour to your week.
Get Instant Access — $97
Instant digital download · Works with ChatGPT, Claude & more
The Real Problem
You Didn't Get Into This to Do Paperwork
You became an advisor to guide people through the biggest financial decisions of their lives. Instead, your week disappears into tasks that pull you away from exactly that.
- The time squeeze. Documentation, client emails, portfolio reviews, and business development all fighting for the same finite hours.
- Uneven service. Your largest accounts get your best thinking — and everyone else gets whatever time is left.
- The growth ceiling. You can only serve so many clients well before quality slips or burnout sets in.
- The blank page. Rewriting the same review summary, the same market update, the same explanation — over and over.
The Solution
A Prompt for Every Task You Dread
AI Prompts for Financial Advisors hands you the exact instructions that turn a general AI tool into the most capable assistant you've ever hired — one that drafts, analyzes, and organizes in minutes, while you stay firmly in the seat of the decision-maker.
This isn't a book of theory or clever tricks. It's 60+ ready-to-use prompts across 12 chapters, each written for a specific advisory task, each phrased to protect client privacy, each producing work you can refine and use today.
What's Inside
The Complete 12-Chapter System
01
How to Write Prompts That Get Expert ResultsThe five-part formula behind every prompt in the book
02
Client Discovery That Uncovers EverythingDeeper questions, values conversations, red-flag reviews
03
Investment Research & Portfolio CommunicationPolicy statements, allocation reviews, calm market updates
04
Comprehensive Financial PlanningFull-plan structure, cash flow, scenario modeling
05
Retirement & Income StrategiesWithdrawal sequencing, Social Security, Medicare, peace of mind
06
Estate, Tax & Wealth TransferTrust comparisons, Roth conversions, charitable strategy
07
Risk Management & Insurance AnalysisLife, disability, and long-term-care done thoroughly
08
Serving Business Owners & ExecutivesEquity comp, succession planning, owner cash flow
09
Client Communication That Builds TrustPlain-English explanations and hard conversations
10
Marketing That Attracts Ideal ClientsValue propositions, content engines, authority posts
11
Compliance, Documentation & EfficiencySuitability memos, reviews, workflow optimization
12
Building, Training & Scaling Your PracticeOnboarding, service models, and real leverage
Plus a bonus Advisor's Prompt Vault — your fast-access collection of the prompts you'll reach for every single day.
Built For
Advisors Who Want Results, Not Theory
Solo practitioners
Scale your service and finally reclaim your evenings.
RIAs & independents
Deliver more value per client without adding overhead.
CFPs & wealth managers
Faster, deeper analysis for every household you serve.
Advisory teams
Consistent, high-quality output across every seat.
No technical skill required. No prior AI experience needed. If you understand your clients, you're ready.
The Math
It Pays for Itself the First Afternoon
If your time is worth even $150 an hour and these prompts save you five hours a week, that's over $750 of reclaimed capacity — every week. Here's what you're getting:
The complete 12-chapter prompt system$97
60+ ready-to-use advisory promptsIncluded
The bonus Advisor's Prompt VaultIncluded
Lifetime access & free updatesIncluded
Hundreds of hours of your time
$97
ONE-TIME · INSTANT ACCESS
Your Guide
Written for the Realities of Your Practice
JD
J.D. Darrah
Author
General AI advice is everywhere. What's been missing is a resource built for the actual work of financial advising — one that respects your fiduciary duty, your compliance obligations, and the genuine complexity of the job. Every prompt in this book was written for a specific advisory task and designed to produce output you can refine and use, not start over. You're not buying inspiration. You're buying a working toolkit.
30-Day Guarantee
Use It Risk-Free
Put the prompts to work in your practice. If you don't feel they save you real time and help you serve clients better, email us within 30 days for a full refund. The risk is entirely on us.
Questions
Everything You're Wondering
Do I need to know anything about AI?
No. If you can copy and paste, you can use every prompt in this book. Chapter 1 teaches you the simple formula behind all of them, and each prompt is written out in full — just swap in your client's details.
Which AI tools does it work with?
All of the major ones — ChatGPT, Claude, Microsoft Copilot, and others. The prompts are written to work anywhere, so you're never locked into one platform.
Is this compliant with my obligations?
The book is built around your duties, not around them. Every prompt is phrased to keep client-identifying information out, and the material repeatedly reinforces that you review all output and remain fully responsible for every recommendation. As always, run it by your own compliance resource before implementing.
How do I get it after I buy?
Instantly. The moment your purchase is complete, you'll get access to download the PDF and start using it right away.
Will AI replace me as an advisor?
Just the opposite. AI handles the routine work so you can spend more time where you're irreplaceable — the conversations, judgment calls, and relationships no machine can replicate. This book makes you more valuable, not less.
The Advisors Who Master This Will Own the Next Decade
The gap between advisors who use AI well and those who don't is widening fast. Put yourself firmly on the right side of it — starting today.
Get Instant Access — $97
One-time payment · Instant download · 30-day money-back guarantee