All right, it’s time for another edition of AI advisor tools, where we help you save time, save money, and show you the latest AI tools to help you grow and better scale your financial practice. AI advisor tools is brought to you by the Fiduciary Alliance.
Today’s tool that we are featuring is ChatGPT. We’re going to be looking at something very specific, and that’s how to correctly create your prompt and follow a specific format in creating your prompt to get the best desired output.
To set up the scenario, imagine you just met with a client who wants to know the difference between a traditional IRA and a Roth IRA. You explained it to them, but you’d like to follow up with an email to provide more information. Instead of typing it all out, you can use ChatGPT to generate the content for you.
Here’s how you can get the best output from ChatGPT:
- Tell ChatGPT to act as a marketing copywriter in the financial services industry.
- Create the task: Write a one-page article describing the differences between a Roth IRA and a traditional IRA.
- Specify the audience: Clients of Parallel Financial.
- Include a call to action: Schedule a call with Parallel Financial.
Once you have the output from ChatGPT, it’s important to revise and edit it to ensure it meets your needs. AI-generated content still requires human revision.
In addition to generating an email, you can also use ChatGPT to create LinkedIn posts. Simply copy the generated content and include a link to the article on your website or blog.
Remember, when creating prompts for ChatGPT, be clear about the role it should act as, the task you want it to perform, the audience it’s targeting, and any call to action you want to include.
AI advisor tools is brought to you by Fiduciary Alliance, an organization that helps financial advisors transition and grow their practice. For more information, visit fiduciaryalliance.org.
Thank you for listening, and we’ll see you next time!
