01
Name the primary decision
One spine.
Made for Financial Advisors
Turn a Discovery Call Into a Planning Agenda the Client Can Afford
Also useful for: Financial Planners, people in Finance
30 min
Intermediate
Financial Organization
Need to Make a Decision
Don't promise a full plan when they asked about a single decision.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Over-scoping a 28-year-old with one 401k is how you either undercharge or never finish.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
List documents that actually change the answer
No fishing expedition.
03
Write the fee conversation
Match complexity.
04
Agenda for meeting two
They should know the homework.
Make Your Play
Turn a Discovery Call Into a Planning Agenda the Client Can Afford
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
Their words.
0/10000
Income, debts, accounts, kids, timeline. Only what they said.
0/10000
AUM, planning fee, commission. Be honest.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Name the primary decision
One spine.
02
List documents that actually change the answer
No fishing expedition.
03
Write the fee conversation
Match complexity.
04
Agenda for meeting two
They should know the homework.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Fill the fields with this week’s real details. Incomplete notes beat invented polish.
Run the assembled prompt, answer follow-ups with specifics, then copy the deliverable into your own doc and verify names and numbers.
Advanced instructions
Add constraints the model can’t see: politics, licensing, cash timing, union rules, or family bandwidth.
After the first pass, ask it to attack the weakest assumption in the draft.
Use this when
You just had a discovery call and they want "a plan," or you are tempted to run the whole firm process on a small question.
You'll need
- What they said they want
- Facts from the call
- How you get paid
You'll get
- A a scoped agenda, a document request, and a fee conversation that matches complexity you can use without rewriting it from scratch.
By the end of this playbook
You will have:
- A a scoped agenda, a document request, and a fee conversation that matches complexity you can use without rewriting it from scratch.
Examples
Progress 1 of 4