# AI for Financial Advisors — 150 copy-paste prompts | AI on the Job https://www.ai-on-the-job.com/books/006-ai-on-the-job-financial-advisors-edition 006 of 025 · Licensed Professions Financial Advisors Advice is not about to be free — but the chair across the desk arrives having already read three tidy pages. This book is about everything you write around the advice. eleven and a half hoursof your week. That’s eleven and a half hours in a normal week. Your first week will be slower — you’re learning a tool, and everything client-facing still goes through your compliance process, same as always. By week three, the numbers above are realistic. Chapter 12 gives you the 30-day plan to get there. Where the hours come from Chapter 4Meeting prep, agendas, and follow-up letters~3 hours Chapter 5Client letters — volatility, quarterlies, check-ins~2.5 hours Chapter 6Onboarding, meeting notes, operations writing~2 hours Chapter 7COI outreach and referral materials~1 hour Chapter 8Reading, translating, and study work~1.5 hours Chapter 9The marketing you keep deferring~1.5 hours Twelve chapters. Twelve chapters, 150 copy-paste prompts, a glossary that assumes nothing, and a thirty-day plan to get there. 01 Your Head Start 02 The 30-Minute Setup 03 How to Talk to It 04 Meeting Prep and Follow-Up in Minutes 05 Client Communication in All Weather 06 The Practice That Runs Itself (Almost) 07 Referrals and Centers of Influence 08 The Knowledge Work 09 Marketing, Compliance-First 10 The Rules You Can’t Afford to Break 11 Tools of the Trade 12 Your First 30 Days Then: The Prompt Library, Glossary, The AI on the Job Series and About This Edition. Read the opening before you decide. Not a sample that stops mid-sentence — the whole first section, as printed, the title of every prompt in the library, and the guide to the trade. Prompt #1. Printed exactly as it appears in the book. The yellow parts are the blanks you fill in — there are thousands across the 150 prompts, and they are why this works on your trade rather than a generic one. COPY THIS — Prompt #1 · Your permanent profile Paste into the custom instructions / profile box: “I’m a financial advisor running a [SOLO / N-PERSON] practice, [RIA / hybrid / broker-dealer affiliated], serving mostly [YOUR CLIENT BASE, e.g., pre-retirees and retirees with $250k–$2M]. Rules for everything you write for me: (1) You never give investment advice, never name or recommend specific securities or products, never predict or project performance, and never use words like ‘guarantee.’ You draft the communication of decisions I have already made. (2) Leave every number, date, and dollar amount as a blank ____ unless I give it to you. (3) Everything client-facing or public is a DRAFT for my review and my firm’s compliance process — you can label it DRAFT. (4) Plain English, professional and warm, no hype, no exclamation points, about an 8th-grade reading level.” One of 150 in AI for Financial Advisors. Start reading here. Ordering is currently closed. Explore the books, read the opening essays, and try the free prompts. Read the opening → Try the free prompts → The questions people actually ask. Do I need to pay for ChatGPT or Claude to use this book? Not yet. Free tiers carry you through this book’s exercises and your first weeks of real use. You’ll know it’s time to pay (about $20/month) when you hit daily limits during a normal workday — that’s the signal the tool is earning its keep. If your firm points you to an enterprise tool instead, even better: those come with the data terms Chapter 10 wants anyway. Chapter 11 covers what the money buys. Is this book going to tell me AI is coming for my job? No. It takes the opposite position, and says so on page one: it is a good tool for words, it does not do your job, it does the writing around your job. The book's own last line on it is “this book will not tell you AI is magic, and it will never suggest the AI advise your clients. The advice is yours. The AI drafts the communication of it — and you approve, and your firm files it. That sentence repeats through this book on purpose.” You can read the whole opening, The Chair Across the Desk, free: 2,201 words, no sign-up. What is actually in the 150 prompts? Eight groups: Setup & Voice (1–15), Meeting Prep & Follow-Up (16–40), Client Communication in All Weather (41–65), Practice Operations (66–85), Referrals & Centers of Influence (86–105), The Knowledge Work (106–120), Marketing & Growth (121–145), Admin & Momentum (146–150). Every title is listed free on the prompt page, and twelve of the prompts are printed there in full. I have never used AI at work. Is this too advanced? It assumes nothing. Chapter 2 is “The 30-Minute Setup” and Chapter 3 is “How to Talk to It” — the tool is set up and the one real skill is taught before anything else is asked of you. The glossary at the back explains every term the book uses. How long is it? It is about 30,700 words across 12 chapters, plus the 150-prompt library and the glossary; the audiobook runs 2h 27m across 20 tracks, measured from the masters on 2026-08-31. Chapters 1–3 take about an hour and everything else depends on them. Can I order the book here? Ordering is currently closed. Explore the books, read the opening essays, and try the free prompts. This book will not tell you AI is magic, and it will never suggest the AI advise your clients. The advice is yours. The AI drafts the communication of it — and you approve, and your firm files it. That sentence repeats through this book on purpose. AI on the Job: Financial Advisors Edition · page one Somebody you work with needs one of these.