Skip to main content

​
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.

​
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.

​
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.

​
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.