Smart Prompts, Better Output: 3 Things to Tell AI When You’re an Advisor

AI tools help financial advisors write faster and stay visible online – but they only perform well when you prompt well and give clear direction. A vague prompt like “Write a blog post about retirement” leads to generic content. That kind of copy won’t stop anyone from scrolling.

If you want AI-generated content that sounds like your voice and speaks directly to your audience, you need to guide it the right way. Start every prompt with these three things.

1. Tell AI Who You Are

AI writes better when it knows the advisor behind the prompt. You don’t need to write your full background – just include a few essentials:

• What kind of advisor you are

• Who you help

• What tone you want

Try this example:

“I’m a financial advisor who works with Gen X professionals. I want to write a social post that feels conversational but credible.”

This kind of context helps the AI write in your voice and create content that feels like a direct message to your audience.

2. Be Clear About Your Goal

Are you trying to educate, spark a conversation, or get someone to schedule a call? AI will write differently depending on the outcome you want.

Try this:

“The goal of this post is to get people thinking differently about how much they’ll spend in retirement.”

Clear direction shapes the structure and keeps the content focused. Without a goal, you’ll likely get a bland summary with no clear purpose.

3. Define Your Audience

AI can’t guess who you’re writing for. That’s your job. Share your audience’s age range, pain points, and life stage.

Try this:

“Write this for busy parents in their 40s who are starting to think seriously about retirement.”

When AI understands who it’s speaking to, it adjusts tone, examples, and even sentence length. You’ll get content that feels like it’s written for someone instead of at everyone.

Bonus: Establish Tone and Writing Style

Include examples of your past writing in the prompt to further help AI match your advisor tone and style. This could be an existing blog post, newsletter, etc.

Try this:

“Use this conversational, approachable style from my previous newsletter: ‘Tax season doesn’t have to feel like a root canal. Here’s the thing most people don’t realize…’”

You’ll get cleaner content that sounds like you while saving time on editing the output.

Smart Prompts Build Smarter Marketing

AI won’t make decisions for you. But it can help you write with more speed, stay consistent on social, and save hours each month. The better your prompts, the better your results.

Want better content, faster? FMG’s AI tool Muse was built specifically for financial advisors – complete with six pre-loaded advisor voices that simplify prompting, built-in compliance controls, and an assistant that answers your questions and provides marketing tips.

FAQ: AI Prompts for Financial Advisors

Why do financial advisors need to write better AI prompts?

Clear prompts produce stronger, more personalized content. AI needs context to write in your voice and connect with your audience.

What should I include in an AI prompt for financial content?

Include who you are, who you help, and what you want the content to achieve. This helps AI shape tone, structure, and message accurately.

How do I tell AI my goal when writing social content as a financial advisor?

State your intent directly. For example: “The goal is to help young families understand life insurance.” This keeps the AI focused.

Can AI write content that fits my niche as an advisor?

Yes, if you give it specific details about your audience, tone, and content goal. Generic prompts create generic output. Precise inputs create better fit.

How specific should my AI prompt be to get good results?

The more specific your prompt, the better the output. Include your role, your audience, the tone you want, and the goal of the content. A vague prompt like “Write about retirement” leads to generic results. A detailed prompt gives the AI the context it needs to create content that fits your voice and purpose.