35 ChatGPT Prompts for Financial Advisors: Client Work That Used to Take Hours

Dev.to AI
Generative AI

35 ChatGPT Prompts for Financial Advisors: Client Work That Used to Take Hours Financial advisors spend 40% of their working hours on tasks that don't involve advising. According to Kitces Research, that's administrative work, report preparation, and client communication - the things that keep you from your highest-value work. ChatGPT doesn't replace your judgment or your fiduciary duty. It handles the draft, the research summary, the follow-up sequence, and the explanation - freeing your 10+ years of expertise for the decisions only you can make.