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Client Engagement prompts

  • Help me prepare for my upcoming meeting with Client Name
  • I’m on the phone with Client Name. What are the 3 most relevant action items?
  • Provide a recap of my interactions with the Household Name this year.
  • Draft an email for Client Name explaining the current bond environment and why it may make sense to extend bond duration.
  • Draft a reassuring market-volatility email personalized to Client Name’s plan and time horizon.

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Financial Planning prompts

  • Summarize the Client Name’s top 3 stated goals and the gaps we still need to close.
  • I want to see what we have accomplished with Client Name. Where are we at with the 5 areas of financial planning? (estate, tax, insurance, investments, cash flow).
  • Let’s come up with some financial planning recommendations for Client Name
  • Provide me with an estate summary [Attach Document]
  • Explain Medicare IRMAA Requirements
  • What are the current interest rates and when is the Federal Reserve meeting again?
  • Provide me with a social security analysis for Client Name [Attach Document]
  • Explain ‘x’ (e.g., duration, sequence risk, Roth conversions) in plain English I can say out loud.
  • Build a retirement readiness summary for Client Name: timeline, income sources, gaps, next actions.

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Custodial Data prompts

  • List the beneficiaries for the Client Name household.
  • What are Client Name ‘s accounts and balances?
  • What changed since our last review for Household Name (accounts, cash, contributions, withdrawals, beneficiary changes)? Altruistintegrationusecase1
  • Based on my last meeting with the Johnson, should I rebalance their portfolio? Altruistintegrationusecase2
  • Build a performance summary for the Client Name household.
  • Review Client Name ‘s unrealized gain/losses and propose a way to generate $25,000 cash in the most tax neutral manner.

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Prospecting and Discovery prompts

  • Give me the 6 highest-impact discovery questions for a prospect who is [retiring in 3–5 yrs / business owner / HNW / tech equity]. Include what each answer unlocks (strategy + next step)
  • Prospect said: ‘[insert objection]’. Give me 3 responses: (1) empathetic (2) data-driven (3) story-based. End each with a soft next step.
  • Based on my recent meeting with Prospect Name, what were my 2 biggest weaknesses (missed questions, weak framing, or objection handling) I should work, and what were my 2 biggest strengths I should keep doing?
  • Given my recent meeting with Prospect Name, list the top 5 proactive moves we can evaluate in the first 30 days, and what data we need to confirm.

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Tax Planning prompts

  • For Client Name, build a three-scenario plan: Base case (no changes), optimize for current tax bracket, and aggressively optimize (cross-bracket moves if rational)
  • For Client Name, tell me the total RMD required for tax year YYYY, how much they have taken YTD, how much is still remaining, and how they’ve satisfied their RMD in the past (for example, cash distributions to a bank account vs. QCDs, including typical timing, charities used if applicable, and any withholding or delivery preferences)
  • For Client Name and Spouse Name, provide a Social Security analysis (62, FRA, 70) that also optimizes Roth conversions, and summarize the plan as a year-by-year timeline with what we should do each year up until RMD age of 73? [Attach Social Security Document]
  • For Client Name, summarize realized gains and losses YTD, and identify opportunities to make the outcome tax neutral through loss harvesting, lot selection, and gain timing, while flagging wash sale risks [Attach Investment Statement]