Most advisers open ChatGPT, ask the wrong thing, and decide AI is overhyped. These 51 are the right things to ask.
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Your prompt pack is on its way. Open Claude or ChatGPT, drop a prompt in, swap the brackets, and you have a first draft in seconds.
for Mortgage and Protection Advisers
Every prompt is built to do the briefing for you. Drop it in, swap the bracketed details, send. Plus a 12-prompt bonus cheat sheet.
Day-to-day emails, document chasers, stalled-case rescues.
Cold prospects, old leads, referrals, check-ins.
Opening scripts, fact-find questions, objection responses.
Annual reviews, win-backs, testimonial requests.
LinkedIn, Instagram, authority-building posts.
Funnels, paid ad copy, full email nurture sequences.
Pipeline updates, lender emails, SOPs and process docs.
Turn rambling voice memos into clean structured output.
Train Claude or ChatGPT to write in your exact voice.
Carousels, Stories, Reels hooks and DM-pulling captions.
17 years inside UK mortgages and protection. Built and sold two multi-million pound brokerages. Trained thousands of advisers and now runs the country's largest adviser community. The prompts in this pack come straight from that work.
Get the free 51-prompt AI pack
Trusted by 2,000+ UK advisers · No spam · Unsubscribe anytime
Your prompt pack is on its way. Open Claude or ChatGPT, drop a prompt in, swap the brackets, and you have a first draft in seconds.