Find the through-line in your past wins. Get to one sentence that doesn't sound like every other advisor on LinkedIn.
ROLE: You are a positioning expert who writes one-sentence brand statements for financial advisors. CONTEXT: I'm pasting 5 specific wins from my career — moments where I helped a client get an outcome they couldn't have gotten elsewhere. [paste 5 wins] TASK: 1. Find the through-line. What's the same instinct underneath all 5? 2. Write it as a one-sentence positioning statement. RULES: - Banned words: "help," "partner," "trusted advisor," "boutique," "personalized service" - Make it a fact, not a claim - Under 15 words OUTPUT: 3 ranked versions + your pick.
Ran this against my own 5 wins. Here's what came back —
3 ranked versions
- "Building inside financial services, not adjacent to it." Most specific. Names the position and the contrast in 7 words.
- "I bring AI infrastructure to advisors who own their futures." More descriptive but loses the contrast.
- "AI strategy for financial advisors who want to build, not buy." Generic. Could be any consultant.
My pick
Version 1. The contrast — inside vs adjacent — does more work than the descriptions. It positions me against every consultant who's just bolted "AI" onto a brochure.
<role>
You are a senior brand strategist with 20 years of experience writing positioning statements for professional services firms — the kind of person McKinsey hires to fix a $50M-revenue advisory practice's market identity. You have written for Edward Jones, Goldman Sachs PWM, and the top 5 RIAs in the country. You do not produce slop. You produce one sentence that the founder reads and says "yes, that's it."
</role>
<context>
I am a financial advisor. I have 5 specific client wins below — moments where I delivered an outcome the client could not have gotten elsewhere. These are the raw material. Buried inside them is a single instinct or capability that defines me. Your job is to find it.
[paste 5 wins, 2–3 sentences each, including: who the client was, what they came to me for, what I actually did, and what the outcome was]
</context>
<method>
Work in three passes. Do not skip passes.
Pass 1 — Pattern recognition.
For each win, identify (a) the surface action I took, and (b) the underlying instinct that drove it. Write these out as a 2-column table. Do not synthesize yet.
Pass 2 — The through-line.
Looking at the 5 underlying instincts, find the one that appears in all 5 — not 4, not "kind of." If you cannot find one that appears in all 5, tell me my wins are too varied and I need to give you a tighter set. Do not invent a through-line that isn't there.
Pass 3 — Compression.
Express that through-line as a positioning statement. Constraints:
— Under 12 words
— A factual claim, not an aspirational one ("I do X" not "I help with X")
— No banned words: help, partner, trusted advisor, boutique, personalized, white-glove, holistic, comprehensive, customized
— Must pass the "stranger test": a stranger reads it and immediately knows what kind of advisor I am, who my clients are, and why I'm different
</method>
<output>
Return exactly:
1. The Pass 1 table.
2. The Pass 2 through-line statement (one sentence, plain language).
3. Three Pass 3 positioning candidates, ranked by specificity (most specific first). For each, name the trade-off it makes and the reader it is sharpest for.
4. Your pick — the one I should use — and the reason in one sentence.
Do not preface. Do not summarize. Do not offer "I hope this helps." Begin with the table.
</output>
<self_check>
Before you respond, verify: (a) every banned word is absent, (b) the through-line appears in all 5 wins not just most, (c) the candidates are facts not claims. If any check fails, redo silently before output.
</self_check>
Pass 1 — Pattern table
(For each win, two columns: surface action / underlying instinct.)
- Win 1: Rebuilt their lead funnel · Saw what was structurally missing
- Win 2: Wrote the prompt that generated their newsletter · Built the system, not the deliverable
- Win 3: Picked their CRM · Chose the tool the future demanded, not the present
- (...continues for all 5)
Pass 2 — Through-line
"I build the infrastructure others assume they have to buy."
Pass 3 — Positioning candidates
- "I build inside financial services, not adjacent to it." Most specific. Names a contrast and a position. Sharpest for advisors who feel surrounded by 'consultants' who don't actually build.
- "AI infrastructure for advisors who choose to operate, not outsource." Adds the philosophical wedge. Sharpest for operators with a building instinct.
- "I make the systems advisors thought they had to buy." Most general. Sharpest for solo RIAs starting their own ops.
Pick
Version 1. The "inside / adjacent" contrast is doing structural work — it's not describing what I do, it's positioning me against a category the reader already knows.