AI for Financial Advisors: Analyze Markets, Create Reports, Advise Clients

1. What this solution covers

This playbook shows how a financial-advisor can combine a few high‑leverage prompts into a repeatable AI workflow. You will move from one-off experiments to a small system you can run every day.

• Use AI for market analysis
• Use AI for investment reports
• Use AI for risk assessment
• Use AI for client communication
• Use AI for portfolio analysis

2. Recommended prompts to start with

These prompts are a strong starting point. Open them in a new tab, skim the structure, and then adapt the variables (audience, product, tone) for your use case.

Prompts for this solution are coming soon. In the meantime, browse the main prompt library and filter by category.

3. Example day‑to‑day workflow

Use this as a concrete example of how you might use AI in a normal workday. Adjust the steps and prompts to match your tools.

1. Start with a research or planning prompt to collect raw ideas and angles.
2. Use an outlining prompt to structure your content or plan.
3. Run a drafting prompt to create a first version, then a refining prompt to tighten it.
4. Finish with an editing prompt to check clarity, tone, and missing objections.

FAQ: Getting the most out of this solution