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Carolyn Permentier
Mar 12, 2024 · 7 min read

My ChatGPT Prompts that Rock!

I just completed a course on 'Prompt Engineering for ChatGPT' from Vanderbilt University — certificate and all! (On my Linkedin profile page.)


And another amazing resource is Jordan Wilson's "PPP Method" over at Everyday AI. It's rich and fast-moving, so you'll want to watch it at least TWICE! https://youreverydayai.com/ppp-registration/


In an earlier article, I shared an actual, unedited prompt/output for ChatGPT, using the 'Act As' prompt.


I asked Chat to act as the CEO of Anheuser Busch when I asked him questions about the marketing faux pas, surrounding the Trans-influencer. (You can read it if you missed it.)


So I thought it may be fun to do a series of articles, using different prompts to demonstrate how I sometimes use my buddy, Chat, to help me noodle through things.


Since I work with brand strategy, brand messaging and other forms of copywriting, my professional relationship with Chat revolves around questions, ideas, and solutions for marketing.


Today I'm sharing a prompt/output that you may find useful, if you want to ensure you're not overlooking something you should be asking... or just haven't thought of.


This is beyond just asking a question and getting an answer, as you'll see.



  • First, I establish some rules that I want Chat to follow.

  • Then I ask my question, expecting him (Chat's a him for me) to respond as requested, assuming my prompt is clear.


See what'cha think about the 'better questions' prompt and Chat's responses. (Both unedited.)


First Prompt:


Hello again, Chat! When you're asked a question, follow these rules: Generate a number of additional questions that would help more accurately answer the question. And then combine the answers to the individual questions to produce the final answer to the overall question. How can I better understand sophisticated investors, in order to write a compelling offer to allow my financial advisory firm to assist them with their investments?


Chat:


To more accurately answer your question about understanding sophisticated investors to write a compelling offer for your financial advisory firm, here are some additional questions that can provide deeper insights:




  1. Who exactly qualifies as a sophisticated investor in your target market?Identifying specific characteristics (e.g., income, net worth, investment experience) that define sophisticated investors in your market can tailor your approach.


  2. What unique needs and concerns do sophisticated investors have regarding their investments? Understanding their priorities, such as wealth preservation, growth, tax optimization, or ethical investing, can help you align your services with their goals.


  3. What communication style and channels do sophisticated investors prefer? Knowing whether they favor direct, data-driven communication, personal meetings, digital platforms, or detailed reports can enhance how you engage with them.


  4. What are the common pitfalls or mistakes financial advisors make when approaching sophisticated investors? Awareness of these can help you avoid common errors and differentiate your firm.


  5. How do sophisticated investors evaluate the credibility and expertise of a financial advisory firm? This can guide you in highlighting the right aspects of your firm’s experience, track record, and approach in your offer.


  6. What examples of successful offers or pitches to sophisticated investors can you learn from? Analyzing what has worked in the past can provide a blueprint for what might resonate with your audience.


Combining the Answers:


To write a compelling offer for sophisticated investors, consider the following approach based on the answers to the above questions:




  • Tailor Your Message: Begin by clearly defining who your target sophisticated investors are, focusing on their specific characteristics. This allows you to tailor your message to meet their unique needs and concerns, whether it’s regarding wealth preservation, growth, or other investment priorities.


  • Choose the Right Communication Style: Adapt your communication style to match their preferences. If sophisticated investors in your target market prefer data-driven insights and direct communication, ensure your offer is concise, evidence-based, and highlights your analytical capabilities.


  • Avoid Common Pitfalls: Make your approach distinct by sidestepping common mistakes, such as making overly generic claims or failing to demonstrate understanding of their complex needs. Instead, show empathy for their unique challenges and preferences.


  • Establish Credibility: Emphasize your firm’s credibility and expertise, focusing on your track record, specialized knowledge, and any unique methodologies or technologies you employ. Highlighting case studies or testimonials from similar clients can bolster your credibility.


  • Learn from Successes: Incorporate elements from successful pitches to similar investors, such as clear value propositions, evidence of past successes, and an understanding of their strategic goals.


  • Address Their Evaluation Criteria: Understand and address the criteria sophisticated investors use to evaluate financial advisors. This could include your firm’s investment philosophy, the qualifications of your team, and how you customize your services to meet the unique needs of sophisticated investors.


By combining these insights, you can craft a compelling offer that resonates with sophisticated investors, demonstrating that your financial advisory firm understands their unique needs, preferences, and evaluation criteria, and is well-equipped to help them achieve their investment objectives.


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Prompt:


You've been very helpful, Chat, thanks a bunch!


Chat:


You're very welcome! I'm glad I could assist you. If you have any more questions or need further help, feel free to reach out. Best of luck with your financial advisory firm and your efforts to engage with sophisticated investors!


In Conclusion...


That's pretty good, don't you think? Those involved in financial advice would already know that we need to consider all of these things about 'sophisticated' investors before offering them our services.


But for those who may not, here's a glimpse at who they are...


Sophisticated Investor: Definition, Qualities, and ...


Investopedia


https://www.investopedia.com › ... › Investing Basics


A sophisticated investor is a type of investor with significant net worth and experience, permitting advanced investment opportunities.




As you can see, this kind of prompt and output may be useful to help you in your sector to make sure you're not forgetting something important, as you're racing through a project with a very short fuse.


It's sort of like a checklist.


And I could have continued the conversation, by using other prompts that would ensure the best output for other specific questions I may have.


That's it for this week!


I hope this prompt with ChatGPT will help in your research, brainstorming, content creation, or whatever you need. And soon, you'll be a Prompt Rockstar!


Then more of your time can be spent on strategy, concepts, flow, and polishing the outputs from ChatGPT, or any other LLM, to ensure a genuine, authentic connection with your audience in everything you write.


Next week, I'll share how I've used a different prompt, so be sure to subscribe.


If you need someone who's learning & applying new ChatGPT skills, along with other sassy, creative, persuasive writing chops... I'm happy to help.


Reach out on Linkedin or call/text me at 202.494.2465.


Thanks for reading...


Carolyn


#Go4MoreIn24


#MeaningfulMarketingMessages


Disclaimer: The reference of a financial advisory is for illustration purposes only and does not reflect actual past or current clients.