Mar '25 • AI & Tech 🤖
Building on your untapped skills
Most financial advisers already have untapped skills and strengths hiding in plain sight - whether it’s a standout service, a loyal client niche or a unique personal approach.
This ChatGPT prompt helps you uncover exactly what those strengths are and turn them into focused, practical growth strategies. It’s not about reinventing your business - it’s about sharpening what’s already working and amplifying it.
Copy and paste this:
"Hi ChatGPT - I am a financial adviser aiming to accelerate growth by focusing on my core strengths, values and unique skills. Through asking me questions and from what you already know about me, begin by analysing my current client base, service offerings and personal expertise. Identify patterns, underutilised assets and standout differentiators.
Based on this, recommend three highly tailored strategies that will allow me to double down on what I do best while setting myself apart in a crowded market.
For each strategy, provide:
* A detailed, actionable plan outlining key steps.
* Guidance on how to position myself in the market to highlight these strengths.
* Specific client segments or niches to target.
* Tactics to reinforce differentiation – including messaging ideas, content topics or client experience enhancements.
Conclude by summarising in one paragraph what my business will look like in 12 months' time if I implement these strategies consistently - focusing on tangible outcomes such as ideal clients attracted, reputation gained and efficiencies achieved."
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Building on your untapped skills
skool.com/adviser-growth-community
For IFAs, financial advisers & financial planners exploring new marketing ideas, new models, new income streams and how AI fits into their business
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