500 Simple AI Prompts for Financial Advisors.

1. Client Onboarding & Discovery
2. Portfolio Analysis & Management
3. Investment Research & Strategy
4. Retirement Planning
5. Tax Planning & Optimization
6. Estate Planning
7. Risk Assessment & Insurance
8. Client Communication & Reporting
9. Market Analysis & Commentary
10. Compliance & Documentation
11. Business Development & Marketing
12. Educational Content Creation
13. Meeting Preparation & Follow-up
14. Practice Management & Operations
15. Financial Planning Tools
16. Client Scenarios & Case Studies
17. Technology & Workflow Optimization
18. Professional Development

Each prompt is designed to be simple (1-2 sentences), actionable, and immediately applicable to real financial advisory situations. You can use these prompts directly with AI tools like Claude to streamline your practice, enhance client service, and work more efficiently.