Made for Financial Advisors
Keep Market Talk Prediction-Free
Also useful for: people in Finance
15 min
Beginner
Communication
Communicate Better
Talking About Money
Audit market talking points, charts, comparisons, and recommendations for language that overstates what anyone can know.
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Use this when
You are preparing market commentary, reviewing meeting notes, checking a chart, or drafting a recommendation during uncertain or volatile conditions.
You'll need
- Review material
- Client context
- Support notes
- Communication format
You'll get
- Every factual claim, forecast, assumption, comparison, and recommendation classified
- Every high-concern statement removed, supported, or qualified
- Every client concern addressed without dismissive language
- Every recommendation connected to relevant plan factors
- Final wording reviewed against firm requirements.
By the end of this playbook
You will have:
- Every factual claim, forecast, assumption, comparison, and recommendation classified
- Every high-concern statement removed, supported, or qualified
- Every client concern addressed without dismissive language
- Every recommendation connected to relevant plan factors
- Final wording reviewed against firm requirements.
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
Review material: "Markets are due for a rebound, and this dip is probably the best buying opportunity we'll see this year. There's no reason to worry if you stay invested." Client context: My client is anxious after a decline and asked whether to move to cash. Retirement is seven years away, but near-term cash needs haven't been reviewed. Support notes: I have approved historical performance material, but no forecast supporting a rebound this year. Communication format: Meeting talking points
Sample assembled prompt
Issue review: 1. "Markets are due for a rebound."... Safer rewrite: "Markets have recovered from... "This dip is probably the best... Safer rewrite: "We can evaluate whether... "There's no reason to worry if... Safer rewrite: "Your concern makes sense. Staying invested may support a long-term... Markets have recovered from past downturns,... Before changing the portfolio, let's review... Then we can compare staying invested,...