Use AI to make your financial recommendation clear, logical, and easy to follow before sending it.
1. Start by typing your full financial recommendation or key points into ChatGPT or Claude. 2. Ask the AI to organize your points into a clear, logical order that flows well for readers unfamiliar with the details. 3. Request the AI to rewrite any complex sentences or jargon into simple, straightforward language anyone can understand. 4. Ask the AI to highlight the main benefits or risks clearly, so your message stands out. 5. Use the AI to create a brief summary or conclusion that reinforces your key recommendation. 6. Finally, have the AI check your revised text for clarity and professionalism, suggesting improvements if needed. Following these steps helps you communicate your financial advice clearly and persuasively, making it easier for decision-makers to understand and act on your analysis.
Try this prompt today
“Act as a financial writing coach. Here is my recommendation text: [paste your draft]. Please organize it into a clear, logical flow, simplify any complex terms, highlight key benefits or risks, and provide a strong summary conclusion for executives.”
June 16, 2026
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