The Prompt
Create a comprehensive risk tolerance questionnaire for new financial advisory clients. Questionnaire sections: 1. INVESTMENT EXPERIENCE - Years investing - Types of investments owned - Knowledge level self assessment 2. TIME HORIZON - When will you need this money? - What is this money for? - Flexibility of timeline 3. FINANCIAL SITUATION - Income stability - Emergency fund status - Other assets outside this account - Debt situation 4. LOSS TOLERANCE - How would you react to a 10% loss? - How would you react to a 20% loss? - How would you react to a 30% loss? - Historical reaction to market drops 5. RETURN EXPECTATIONS - Expected annual return - Understanding of risk/return tradeoff 6. BEHAVIORAL QUESTIONS - Scenario based questions - Past behavior during market volatility Create 20-25 questions total Use multiple choice format Include scoring guide at end Result categories: Conservative/Moderately Conservative/Moderate/Moderately Aggressive/Aggressive
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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.