Free download · UK advisers

51 free AI prompts. Built for advisers.

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.

A Prompt Pack for Advisers

51 AI Prompts

for Mortgage and Protection Advisers

By Terry Blackburn
What is inside

51 prompts across 10 areas of your business.

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.

01

Client Comms & Follow-Up

Day-to-day emails, document chasers, stalled-case rescues.

02

Outbound Emails

Cold prospects, old leads, referrals, check-ins.

03

Discovery & Sales

Opening scripts, fact-find questions, objection responses.

04

Retention

Annual reviews, win-backs, testimonial requests.

05

Social Media & Content

LinkedIn, Instagram, authority-building posts.

06

Marketing & Ads

Funnels, paid ad copy, full email nurture sequences.

07

Business Operations

Pipeline updates, lender emails, SOPs and process docs.

08

Voice Notes & Capture

Turn rambling voice memos into clean structured output.

09

Power Prompts

Train Claude or ChatGPT to write in your exact voice.

10

Instagram & Reels

Carousels, Stories, Reels hooks and DM-pulling captions.

Meet the founder

Terry Blackburn

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.

  • Property Investor of the Year 2021 + 15 national awards
  • Built and sold two multi-million pound brokerages
  • Trained 2,000+ UK mortgage and protection advisers
  • Bestselling author and founder of The Wealthy Advisers Club
Terry Blackburn, founder of The Wealthy Advisers Club

Get the free 51-prompt AI pack

Trusted by 2,000+ UK advisers · No spam · Unsubscribe anytime

Check your inbox.

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.