01
Gather the Planning Anchors
Compile the concern, original plan, time horizon, withdrawal needs, risk capacity, and known changes into one factual record.
Made for Financial Advisors
Reframe Risk Around the Client’s Plan
Also useful for: people in Finance
20 min
Intermediate
Communication
Have a Money Conversation
Difficult Conversation
Connect market volatility to the client's timeline, cash needs, risk capacity, and original plan without minimizing the emotional response or predicting markets.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Anchor a tense market conversation in the client's actual plan instead of headlines, reassurance, or short-term predictions.
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What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Test What Actually Changed
Compare the current concern with the assumptions that supported the original plan and isolate any material change.
03
Build the Conversation Brief
Turn the plan check into a respectful, prediction-free structure for the client discussion.
Make Your Play
Reframe Risk Around the Client’s Plan
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Describe what the client said, requested, or appears worried will happen.
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List the goals, assumptions, and strategy decisions that shaped the original plan.
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Enter the relevant time horizons, planned withdrawals, and near-term cash needs.
0/10000
Summarize the documented risk capacity, agreed risk approach, and any limits that matter.
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List any financial, family, health, employment, or goal changes since the plan was established.
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Select the setting in which the concern will be discussed.
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What you'll do
Check a step when you finish it.
01
Gather the Planning Anchors
Compile the concern, original plan, time horizon, withdrawal needs, risk capacity, and known changes into one factual record.
02
Test What Actually Changed
Compare the current concern with the assumptions that supported the original plan and isolate any material change.
03
Build the Conversation Brief
Turn the plan check into a respectful, prediction-free structure for the client discussion.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Start with the client’s own words. If a planning detail isn’t known, write “unknown” instead of estimating it. Review every talking point before using it in a client conversation.
Advanced instructions
Add firm-approved terminology, account-specific constraints, tax considerations, and documented suitability factors after the first draft. Test whether the proposed framing changes when withdrawals, goals, or risk capacity have materially changed.
Use this when
A client is anxious about market volatility, questions the current strategy, or wants to make an immediate portfolio change based on recent losses or alarming news.
You'll need
- Client Concern
- Planning Anchors
- Time Horizon and Withdrawals
- Risk Profile
- Known Changes
- Conversation Setting
You'll get
- The client's concern accurately reflected
- Facts, assumptions, and missing information separated
- Time horizon, withdrawal needs, risk capacity, and planning assumptions reviewed
- Prediction-free talking points prepared
- Material changes and required follow-up clearly identified.
By the end of this playbook
You will have:
- The client's concern accurately reflected
- Facts, assumptions, and missing information separated
- Time horizon, withdrawal needs, risk capacity, and planning assumptions reviewed
- Prediction-free talking points prepared
- Material changes and required follow-up clearly identified.
Examples
Progress 1 of 3