Clients who understand financial concepts make better decisions and stay longer. AI helps you produce financial education content consistently without taking hours from your advisory work.
Content formats that work:
- Short explainers: “What is a Roth conversion and is it right for you?” — 400-word email or blog post
- Glossary guides: “10 Financial Terms Every Investor Should Know” — great for onboarding
- Decision frameworks: “Should you pay off debt or invest?” — client-specific analysis prompts
- Seasonal guides: Tax season, open enrollment, year-end planning — recurring topics AI can draft in minutes
- Video scripts: AI writes the script; you record a 3-minute video
Sample prompt: “Write a 500-word plain-English explanation of sequence-of-returns risk for a client who is 5 years from retirement and worried about market volatility. Include a simple analogy and end with 2 questions they should ask their advisor.”
Distribution: Email newsletter, LinkedIn, website blog, client portal.
Result: Advisors who publish regular education content report 30% higher referral rates — clients share content with friends who need help.
What financial topic do your clients ask about most often?