A free, growing library of prompts for financial advisors using AI seriously. Two depths every set — The Sketch for a fast first try, The Blueprint for the real work. New set drops every Wednesday.
Every prompt in this library comes in two forms. Same topic, two different rigor levels. Pick the depth that matches the time you have and the use you want.
The system mirrors how I actually use AI day to day: a quick Sketch to test the idea, then a Blueprint when the answer matters enough to slow down and earn it.
Three lines of structure, the inputs you need, the rules that matter. A working answer in under 15 minutes.
Multi-pass methodology, structured roles, output rigor, self-checks. Slower. Sharper. Worth it.
Three prompts for getting to a one-line statement that doesn't sound like every other advisor on LinkedIn. Find your differentiator. Define your real ICP. Make AI sound like you.
The next set drops every Wednesday at 7am Pacific. Save the library, follow along.