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AI can help financial advisors write faster, plan smarter, and show up more consistently online. But the results you get depend on how you ask for help.
If your prompts sound like, “Write a blog post about retirement,” the output will feel…generic. And your clients will scroll right past it.
To get content that sounds more like you and speaks directly to the people you want to reach, start with these three simple inputs every time you prompt AI.
1. Tell AI Who You Are
You don’t need a full resume. But you do need to include the essentials:
- What kind of advisor you are
- Who you help
- The type of tone you want (casual, educational, bold, etc.)
Try this:
“I’m a financial advisor who works with Gen X professionals. I want to write a social post that feels conversational but credible.”
That context sets the foundation for writing that reflects your voice – and actually connects with your audience.
2. Be Clear About Your Goal
Are you trying to educate? Start a conversation? Get someone to book a call?
When you clarify the goal, AI knows how to shape the structure, pace, and call to action.
Try this:
“The goal of this post is to get people thinking differently about how much they’ll spend in retirement.”
This helps AI stay focused – and keeps your content from drifting into a generic summary.
3. Define Your Audience
You know your audience better than anyone else. Share those details. Include their age range, biggest financial concern, or what stage of life they’re in.
Try this:
“Write this for busy parents in their 40s who are starting to think seriously about retirement.”
A clear audience helps AI pick the right tone, examples, and even sentence length. It turns bland content into something that feels like a direct conversation.
Better Prompts, Better Marketing
AI won’t replace your judgment – but it can save time, spark ideas, and help you stay consistent.
Want better content, faster? FMG’s AI tools were built specifically for financial advisors – complete with six pre-loaded advisor voices that simplify prompting, built-in compliance controls, and an assistant that answers your questions and provides marketing tips. Learn more.