A strong proposal wins clients. AI helps you write proposals that are specific, professional, and persuasive.
Proposal prompt: ‘Write a financial planning proposal for a prospective client: [brief profile]. Address their stated concerns: [list concerns]. Include an overview of our planning process, what they will receive, timeline, and fee structure. Tone: warm, confident, and client-focused.’
Differentiation: Go beyond generic service descriptions. Include in your prompt any specific details about the prospect’s situation — stage of life, business owner vs. employee, primary financial worry — and the AI will tailor the language accordingly.
Close rate impact: Advisors who personalize proposals report meaningfully higher close rates than those using standard templates.