Your next client letter, written from the facts of the household.
Thirty-nine templates built for the advisor's desk: review prep, market letters, prospect follow-up, life-event check-ins, fee letters, onboarding. You fill in the client, the agenda, the numbers you already have, and the positioning. Your AI writes the piece in the order a client reads it, with no performance promises, ready for your compliance review. About four minutes, start to send.
Runs on ChatGPT · Claude · Gemini · whichever AI your firm already allows on the desk
$10 each seat after
If you typed one of these into Google between client meetings, this is the page.
- annual review confirmation email that tells the client what to bringMeeting Confirmation & Prep Email
- follow up sequence for seminar attendees that books a callProspect Nurture Campaign Sequence
- what do I say to clients when the market drops 10 percentMarket Volatility Reassurance Letter
- how to tell clients my advisory fee is going upFee Change / Fee Explanation Letter
- welcome letter for a new client after the paperwork is signedNew Client Welcome Letter
- how to ask a client for a referral without sounding needyReferral Request to Client
- quarterly market update email for my client baseMarket Update Summary
- what to do when a client's spouse dies, team checklistClient Life Event Response Playbook
- how to log a client complaint so it holds up in an examClient Complaint Resolution Protocol
Nine of thirty-nine. Client letters, meeting prep, prospecting, referral partners, onboarding, team playbooks, and the compliance record behind them.
What you type in from the client file. What goes to compliance for review.
Built the way you would build them: the household's facts in the blanks, run once, not cleaned up after. The firm, the advisor, and the Marshes are invented. The review prep, the nurture sequence, and the volatility letter are not. No return figures appear that were not typed in.
An annual review confirmation the Marshes can actually prepare for
Subject line options
- Annual Review Confirmation, Oct 15, 10 AM
- Your 2029 Retirement Check-In & Next Steps
Dear Robert and Ellen, this is to confirm your annual review on Thursday, October 15 at 10:00 a.m. at our office.
What We'll Cover
- How your plan measures up to the 2029 retirement target you set.
- Income strategy for Ellen's first year of retirement after she leaves teaching in June.
- Rebalancing the taxable account now that the lake-lot sale is complete.
- Updating IRA beneficiaries now that your daughter is married.
Worth Thinking About
- When would Ellen like her pension to start, and do you want the survivor option?
- How much of the lake-lot proceeds should stay liquid for the kitchen remodel?
- Is the 2029 retirement date still your goal for Robert?
Plus the checkbox list of what to bring with a note on which items take time to pull, the reschedule line, and the sign-off. Six sections, under 175 words, in the order a client reads them.
Six touches over 30 days that take a seminar attendee to a booked call
Sequence Map
| Day | Channel | Purpose |
|---|---|---|
| 1 | Thank you + slides | |
| 3 | Retirement readiness worksheet | |
| 5 | Social Security claiming FAQ | |
| 9 | Sequence-of-returns risk explained | |
| 15 | 401(k) consolidation checklist | |
| 22 | Invite: 20-minute intro call, two times |
Touch 4, day 9
Hi [FirstName], a market dip right before you retire can erase years of saving. That's "sequence-of-returns" risk. In plain language, I've outlined why those early post-retirement years are critical and three simple ways to cushion your portfolio. (See attached one-pager.) Feel free to ask how this applies to your own balances.
Exit: already happy with another advisor
I appreciate your honesty, [FirstName]. I'll touch base once a year just in case you ever need a second opinion. Wishing you continued success!
Plus all six messages, the ask progression, the engagement triggers that pull a prospect forward, the disqualification table with the exit note for each rule, booking mechanics with the no-confirm nudge, and a scorecard.
A letter to retirees drawing income, the week stocks fell 11 percent
Acknowledge
You have seen the market drop sharply and many of you are wondering whether it is time to sell. I hear the anxiety in your calls and emails, and I want to address it directly.
Your Portfolio
Because your balanced portfolios hold 35% to 45% in bonds and cash, they are down less than the headline equity index. For retirees drawing income, we keep roughly 24 months of projected withdrawals in short-term bonds and a money-market fund. This structure means no stock must be sold at depressed prices to meet your regular distributions; the liquidity you need is already set aside.
What You Should Do
- Continue taking your scheduled withdrawals as planned.
- Do NOT move the stock portion of your portfolio into cash or other "safe" assets out of reaction to today's headlines.
- If the recent volatility has changed how you feel about risk, let us know so we can review your plan together.
Please reply to this email or call me directly at [Phone] to discuss any concerns.Dana Whitfield, Harbor Point Wealth Advisors
Plus the what's-happening block at a 9th-grade reading level, the perspective paragraph built on the number you supplied, the what-we're-doing block stated as decisions already made, the past-performance disclaimer, and the compliance-review reminder. Under 400 words.
Three steps. Client file to compliance queue.
Pick the piece
Review prep, market letter, nurture sequence, fee letter, welcome letter, life-event playbook. Search it the way you'd say it to your CSA.
Fill in the household
Six to nine blanks: the client, the agenda, the numbers already in the file, your positioning. Chips for the common answers, your own words for the rest. Nothing leaves the blanks you did not type.
Send it to your AI, then to compliance
Ultra Prompt builds the expert prompt and hands it to ChatGPT, Claude, or Gemini. The piece comes back in the order a client reads it, disclaimer attached, ready for your compliance review before it goes out.
Templates handle the letter. An agent handles the desk.
The same facts you type into a template can live inside an AI agent that knows your firm, your service model, your disclosures, and your voice, so the next review prep, the next market note, and the next prospect follow-up start from your rules instead of from a blank chat. Three agents an advisory practice actually needs:
The Review Desk
Carries your review agenda, your document checklist by client segment, and your meeting cadence. Paste the household name and the three things that changed; it drafts the prep email, the agenda, and the recap with owners on every follow-up.
Runs in Claude Projects, a Custom GPT, or a local modelThe Calm Voice
Holds your planning assumptions, your income-reserve rule, and the disclaimer language your compliance officer already approved. Give it this week's situation; it drafts the letter with no predictions and no promises, ready for review.
Runs in your phone, through the AI you already useThe Follow-Up Associate
Knows your ideal client, your disqualify rules, and your scheduler link. Paste the seminar list or the CPA's intro; it drafts each touch in your voice and flags who should leave the sequence.
Runs in Gemini, ChatGPT, or ClaudeFrank, the practice desk for client correspondence, is in testing now.
Frank is built and running the certification battery. When Frank clears it, this door opens here. Until then, the showroom's live agents are open to everyone.
See the showroomBuild your review desk in an afternoon.
Agent Studio is in every Pro and Business seat. Give it your firm name, your service model by segment, your review agenda, the document checklist you ask for every year, and the disclaimer language your compliance officer already approved. Then, before the annual review, paste in the household name and the three things that changed since last year; back comes the prep email, the agenda, and the what-to-bring list in your voice, with a past-performance disclaimer where one belongs and no numbers you did not supply. Export it as a Claude Project, a Custom GPT, a Gemini Gem, Copilot, or a local model on the office machine. It runs on the AI you already have. Nothing to host, nothing for your CSA to babysit.
Open Agent StudioOr have it built around your practice.
A custom build is one conversation about your practice and the five pieces you write most, then an agent brief written for your firm, exported to the AI you use, and a walkthrough with your team. From $450, one time, on your own account.
Ask about a custom buildFiles are yours to keep. The library, updates, and support ride the subscription.
Two ways in. Both honest.
The whole Financial Advisors library, every other industry library, and full Personal Pro for each seat. Add an associate advisor or a client service associate at $10 a seat, up to 15. One invoice.
- The whole Financial Advisors library, plus all ten industry libraries
- Full Personal Pro on every seat: 1,000+ templates for the rest of life
- Agent Studio, Power Creator, Pipelines and Playbooks
- $10 a seat after the first, up to 15, one invoice
No account needed to look. Ready now? Subscribe and open the full library. Cancel anytime.
Your letters, your review process, your voice: a set built for one firm, delivered in a sitting, that your whole team uses on your own account. Tell us the practice and the five pieces you write most.
Talk to SeanThe questions advisors ask first, compliance second.
Do I need ChatGPT or Claude to use this?
Yes, one of them, and the free tier of any of them works. Ultra Prompt builds the prompt and sends you there with it. You never paste anything by hand unless you want to.
Is this investment advice?
No. It produces client communication from the facts and positioning you give it. The advice is yours; the templates carry no performance promises, no return figures you did not supply, and a past-performance disclaimer where one belongs.
Does it replace compliance review?
No. Every client-facing template ends with a reminder to run the piece through your firm's review process, and that is the rule: your compliance officer reviews what a client sees, same as before.
Will it make up returns, statistics, or rules?
It writes from what you give it. The templates ask you for the number, the historical example, the deadline, and say plainly when something is not provided rather than invent it. You still read what you send; it is your name on it.
How is this different from just asking ChatGPT?
You can ask ChatGPT for a market letter and get a generic one. These templates ask for the things a client will actually hold you to: what was already built into the plan, the explicit do-not, the disqualify rules, the survivor option question. The difference is what they make you say.
Can my associate advisor and my CSA use it too?
Yes. Business seats are $10 each after the first, up to 15, on one invoice. Everyone gets the full library and Agent Studio.