{"id":58501,"date":"2025-08-12T10:46:45","date_gmt":"2025-08-12T17:46:45","guid":{"rendered":"https:\/\/insights.fmgsuite.com\/?p=58501"},"modified":"2025-08-12T10:46:45","modified_gmt":"2025-08-12T17:46:45","slug":"smart-prompts-better-output-3-things-to-tell-ai-when-youre-an-advisor","status":"publish","type":"post","link":"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/smart-prompts-better-output-3-things-to-tell-ai-when-youre-an-advisor\/","title":{"rendered":"Smart Prompts, Better Output: 3 Things to Tell AI When You\u2019re an Advisor"},"content":{"rendered":"<p data-start=\"242\" data-end=\"507\">AI tools help financial advisors write faster and stay visible online <span style=\"font-weight: 400;\">\u2013 b<\/span>ut they only perform well when you prompt well and give clear direction. A vague prompt like <em data-start=\"391\" data-end=\"429\">\u201cWrite a blog post about retirement\u201d<\/em> leads to generic content. That kind of copy won&#8217;t stop anyone from scrolling.<\/p>\n<p data-start=\"509\" data-end=\"687\">If you want AI-generated content that sounds like your voice and speaks directly to your audience, you need to guide it the right way. Start every prompt with these three things.<\/p>\n<hr data-start=\"689\" data-end=\"692\" \/>\n<h2 data-start=\"694\" data-end=\"719\">1. Tell AI Who You Are<\/h2>\n<p data-start=\"721\" data-end=\"857\">AI writes better when it knows the advisor behind the prompt. You don\u2019t need to write your full background <span style=\"font-weight: 400;\">\u2013 <\/span>just include a few essentials:<\/p>\n<ul data-start=\"859\" data-end=\"931\">\n<li data-start=\"859\" data-end=\"891\">\n<p data-start=\"861\" data-end=\"891\">What kind of advisor you are<\/p>\n<\/li>\n<li data-start=\"892\" data-end=\"908\">\n<p data-start=\"894\" data-end=\"908\">Who you help<\/p>\n<\/li>\n<li data-start=\"909\" data-end=\"931\">\n<p data-start=\"911\" data-end=\"931\">What tone you want<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"933\" data-end=\"950\">Try this example:<\/p>\n<blockquote data-start=\"952\" data-end=\"1085\">\n<p data-start=\"954\" data-end=\"1085\">\u201cI\u2019m a financial advisor who works with Gen X professionals. I want to write a social post that feels conversational but credible.\u201d<\/p>\n<\/blockquote>\n<p data-start=\"1087\" data-end=\"1210\">This kind of context helps the AI write in your voice and create content that feels like a direct message to your audience.<\/p>\n<hr data-start=\"1212\" data-end=\"1215\" \/>\n<h2 data-start=\"1217\" data-end=\"1247\">2. Be Clear About Your Goal<\/h2>\n<p data-start=\"1249\" data-end=\"1393\">Are you trying to educate, spark a conversation, or get someone to schedule a call? AI will write differently depending on the outcome you want.<\/p>\n<p data-start=\"1395\" data-end=\"1404\">Try this:<\/p>\n<blockquote data-start=\"1406\" data-end=\"1513\">\n<p data-start=\"1408\" data-end=\"1513\">\u201cThe goal of this post is to get people thinking differently about how much they\u2019ll spend in retirement.\u201d<\/p>\n<\/blockquote>\n<p data-start=\"1515\" data-end=\"1655\">Clear direction shapes the structure and keeps the content focused. Without a goal, you\u2019ll likely get a bland summary with no clear purpose.<\/p>\n<hr data-start=\"1657\" data-end=\"1660\" \/>\n<h2 data-start=\"1662\" data-end=\"1688\">3. Define Your Audience<\/h2>\n<p data-start=\"1690\" data-end=\"1807\">AI can&#8217;t guess who you&#8217;re writing for. That\u2019s your job. Share your audience\u2019s age range, pain points, and life stage.<\/p>\n<p data-start=\"1809\" data-end=\"1818\">Try this:<\/p>\n<blockquote data-start=\"1820\" data-end=\"1918\">\n<p data-start=\"1822\" data-end=\"1918\">\u201cWrite this for busy parents in their 40s who are starting to think seriously about retirement.\u201d<\/p>\n<\/blockquote>\n<p data-start=\"1920\" data-end=\"2102\">When AI understands who it\u2019s speaking to, it adjusts tone, examples, and even sentence length. You\u2019ll get content that feels like it\u2019s written <em data-start=\"2063\" data-end=\"2068\">for<\/em> someone instead of <em data-start=\"2088\" data-end=\"2092\">at<\/em> everyone.<\/p>\n<hr data-start=\"1657\" data-end=\"1660\" \/>\n<h2><b>Bonus: Establish Tone and Writing Style<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Include examples of your past writing in the prompt to further help AI match your advisor tone and style. This could be an existing blog post, newsletter, etc.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Try this:<\/span><\/p>\n<blockquote><p><span style=\"font-weight: 400;\">\u201cUse this conversational, approachable style from my previous newsletter: \u2018Tax season doesn\u2019t have to feel like a root canal. Here\u2019s the thing most people don\u2019t realize&#8230;\u2019\u201d<\/span><\/p><\/blockquote>\n<p><span style=\"font-weight: 400;\">You\u2019ll get cleaner content that <\/span><i><span style=\"font-weight: 400;\">sounds like you <\/span><\/i><span style=\"font-weight: 400;\">while saving time on editing the output.<\/span><\/p>\n<hr data-start=\"2777\" data-end=\"2780\" \/>\n<h2 data-start=\"2782\" data-end=\"2822\">Smart Prompts Build Smarter Marketing<\/h2>\n<p data-start=\"2824\" data-end=\"3003\">AI won\u2019t make decisions for you. But it can help you write with more speed, stay consistent on social, and save hours each month. The better your prompts, the better your results.<\/p>\n<p data-start=\"3005\" data-end=\"3075\"><span style=\"font-weight: 400;\">Want better content, faster? <a href=\"https:\/\/info.fmgsuite.com\/introducing-ai-tools\">FMG\u2019s AI tool<\/a> Muse was built specifically for financial advisors \u2013 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.<\/span><\/p>\n<p data-start=\"3223\" data-end=\"3282\">\n    <div class=\"callout-box-wrapper\">\n        <div class=\"callout-box\" style=\"border-radius: 20px; padding: 20px 50px; background-color: #D5E1FF; text-align: center;\">\n            <h2 style=\"margin-bottom: 10px;\">Curious how much time these AI tools could save YOUR practice?<\/h2>\n            <p style=\"margin-bottom: 20px; font-size: 18px; color: #333333;\">Book a 20-minute call to see a live demo, get your specific questions answered, and walk away with actionable next steps.<\/p>\n            <a href=\"https:\/\/info.fmgsuite.com\/introducing-ai-tools\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"display: inline-block; padding: 10px 20px; background-color: #2D69FF; color: white; text-decoration: none; margin-bottom: 25px;\">BOOK YOUR STRATEGY CALL<\/a>\n        <\/div>\n    <\/div>\n<h3 data-start=\"3499\" data-end=\"3543\">FAQ: AI Prompts for Financial Advisors<\/h3>\n<h3 data-start=\"3545\" data-end=\"3743\"><strong data-start=\"3545\" data-end=\"3610\">Why do financial advisors need to write better AI prompts?<\/strong><\/h3>\n<p data-start=\"3545\" data-end=\"3743\">Clear prompts produce stronger, more personalized content. AI needs context to write in your voice and connect with your audience.<\/p>\n<h3 data-start=\"3750\" data-end=\"3957\"><strong data-start=\"3750\" data-end=\"3817\">What should I include in an AI prompt for financial content?<\/strong><\/h3>\n<p data-start=\"3750\" data-end=\"3957\">Include who you are, who you help, and what you want the content to achieve. This helps AI shape tone, structure, and message accurately.<\/p>\n<h3 data-start=\"3964\" data-end=\"4158\"><strong data-start=\"3964\" data-end=\"4024\">How do I tell AI my goal when writing social content as a financial advisor?<\/strong><\/h3>\n<p data-start=\"3964\" data-end=\"4158\">State your intent directly. For example: \u201cThe goal is to help young families understand life insurance.\u201d This keeps the AI focused.<\/p>\n<h3 data-start=\"4165\" data-end=\"4383\"><strong data-start=\"4165\" data-end=\"4226\">Can AI write content that fits my niche as an advisor?<\/strong><\/h3>\n<p data-start=\"4165\" data-end=\"4383\">Yes, if you give it specific details about your audience, tone, and content goal. Generic prompts create generic output. Precise inputs create better fit.<\/p>\n<h3><strong>How specific should my AI prompt be to get good results?<\/strong><\/h3>\n<p>The more specific your prompt, the better the output. Include your role, your audience, the tone you want, and the goal of the content. A vague prompt like <em>\u201cWrite about retirement\u201d<\/em> leads to generic results. A detailed prompt gives the AI the context it needs to create content that fits your voice and purpose.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI tools help financial advisors write faster and stay visible online \u2013 but they only perform well when you prompt [&hellip;]<\/p>\n","protected":false},"author":57,"featured_media":58528,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1],"tags":[340,160,113,233,230],"class_list":["post-58501","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-digital-marketing","tag-best-practices","tag-digital-marketing","tag-marketing","tag-marketing-best-practices","tag-seo"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.9 (Yoast SEO v26.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>3 Keys to AI Prompts for Financial Advisors | FMG<\/title>\n<meta name=\"description\" content=\"The best AI prompts for financial advisors. 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