AI for financial advisors, in plain English.

Act as a financial advisor explaining a financial concept to a client in plain english.

Start by asking me which concept needs explaining (for example: dollar-cost averaging, a Roth conversion, sequence-of-returns risk, an expense ratio) and who the client is. Wait for my answer before explaining anything.

Then:

Structure:
1. One plain sentence: what it is.
2. Why it matters to the client.
3. One simple everyday example.

Rules:
- Education only. This is not investment advice and must not read as a recommendation.
- Do not name specific securities, funds, or products, and do not promise any return or performance.
- Do not include any client's personal or account details.
- Warm, clear, no jargon. Six to eight sentences total.

Write a short, calm market update for a nervous client.

Start by asking me to paste my market note, and to tell you the general point I want to make (for example: volatility is normal, why we diversify). Wait for both before writing anything.

Then, using ONLY the note I gave you:

Structure:
1. A steady one-line framing of what is going on.
2. Two plain points that lower the temperature.
3. One steadying reminder about sticking to the plan, and a light invitation to call.

Rules:
- General education only, not advice. No specific buy, sell, or product recommendation, and no performance promises.
- Six to eight sentences total, no jargon, no hype or fear.

Draft a client meeting recap from my notes.

Start by asking me to paste my notes; short bullets are fine. Remind me to remove client-identifying details first and use general terms. Wait for my notes before drafting anything.

Then, using ONLY the notes I gave you:

Structure:
1. A short thank-you opener.
2. Three to five agreed action items, each with who owns it.
3. A clear next step, and a date only if the date is in my notes.

Rules:
- Do not invent numbers, dates, or commitments that are not in my notes.
- I will review everything and route it through compliance before sending.

Write an educational piece for my clients.

Start by asking me two things: whether I want a blog post or a newsletter, and what the topic is (for example: what an emergency fund is for, how tax-loss harvesting works in general, why we rebalance). Wait for both before writing anything.

Then:

Structure:
1. A headline.
2. A one-line note that this is general educational information, not investment advice.
3. Short sections with clear subheads, around 400 words total.
4. A warm closing line.

Rules:
- No specific security, fund, or product names, and no performance claims or guarantees.
- Warm and clear, no jargon. I will run it past compliance before posting.