Made for Financial Advisors
Handle an Urgent Sell-Everything Demand
Also useful for: people in Finance
55 min
Advanced
Decisions
Have a Money Conversation
Comparing Financial Options
Turn an urgent sell-everything request into a controlled client decision with clear tradeoffs, practical alternatives, and a defensible record.
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Use this when
A client demands immediate liquidation of most or all investments because of market fear, a sudden cash need, outside pressure, or loss of confidence.
You'll need
- Client request
- Deadline and cash need
- Portfolio and plan context
- Constraints and consequences
- Risk and client history
- Firm requirements
- Instruction status
You'll get
- The request, scope, urgency, and instruction status recorded
- The deadline and actual cash requirement separated from the demand to liquidate
- Material consequences and unknowns documented
- Plausible narrower options compared
- Prediction-free talking points and decision questions prepared
- Required approvals and specialist referrals identified
By the end of this playbook
You will have:
- The request, scope, urgency, and instruction status recorded
- The deadline and actual cash requirement separated from the demand to liquidate
- Material consequences and unknowns documented
- Plausible narrower options compared
- Prediction-free talking points and decision questions prepared
- Required approvals and specialist referrals identified
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
A client asked to sell all taxable and retirement investments after a sharp decline. The client needs an unknown amount within 10 days to help a family member. The plan has a 12-year retirement horizon, and bank savings may cover part of the need. Tax exposure and a possible surrender charge still need confirmation. Firm policy requires identity verification, recorded authorization, and supervisory escalation when instructions conflict with current advice. Status: Urgent request, not yet confirmed as a final instruction.
Sample assembled prompt
REQUEST STATUS Urgent request, not yet... The scope is all taxable and... SMALLEST DECISION NEEDED NOW Confirm the... IMMEDIATE BLOCKERS - Cash amount not... Use available bank cash for some... 2. Raise only the confirmed shortfall... 3. Stage the cash raise if... 4. Liquidate all requested accounts after... NEXT ACTION Call the client today... Escalate before execution if the confirmed...