The Prompt
Write a warm and professional welcome letter for new financial advisory client [Client Name]. Client details: - Name: [full name] - Services engaged: [investment management/financial planning/both] - Initial meeting date: [date] - Advisor name: [name] - Firm name: [firm] Welcome letter should include: 1. Warm personal welcome 2. Confirmation of services they have engaged 3. What they can expect in the first 90 days: - Discovery meeting - Financial plan delivery - Account setup - First review meeting 4. How to reach you and your team 5. Client portal access instructions 6. Documents needed from them 7. Your investment philosophy briefly 8. Your commitment to their success 9. Next steps and timeline Tone: Warm, professional, and reassuring Length: 300-400 words Sign off: Personal and genuine
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How to Use This Prompt
- Click Copy Prompt above
- Open ChatGPT or Claude
- Paste the prompt and replace anything in [brackets] with your own details
- Press Enter and get your result instantly
Pro Tip
The more specific you are when replacing the [brackets], the better your result. For example instead of writing [Job Title] write "Senior Software Engineer with 5 years experience" — specificity is what separates a good AI response from a great one.
This prompt works best with ChatGPT . If you are not happy with the first result, try adding "make it more concise" or "give me 3 alternative versions" as a follow-up message.