YourAIKit

Niche starter

Financial Advisor Kit

A starter kit for the words around a meeting: the prep brief, the notes, the recap, and the follow-up. It is built to refuse investment, tax, insurance, and product recommendations.

For Advisors who want meeting prep and client emails, and who will not let a prompt recommend a product.

Communications and meeting prep only. This kit does not produce investment, tax, insurance, or product recommendations, and it does not draft performance claims.

What ships in the ZIP

  • Claude skill A SKILL.md folder with an install note for Claude.
  • Custom GPT instructions The instruction set and setup steps for a custom GPT.
  • Copy-paste prompt A plain prompt for Claude, ChatGPT, or Cursor.

Every item includes a worked example: a sample input and the kind of output to expect. Install notes for the Claude skill are in the ZIP, so this page does not freeze a file path that will go stale.

Items

  1. Meeting Prep Brief

    An agenda, the documents to pull, and questions to ask. No product recommendations.

  2. Meeting Notes → Actions

    Decisions, owners, and a recap from the notes you paste. No portfolio advice.

  3. Plain-English Client Recap

    What was discussed and what happens next. It will not draft performance claims or recommendations.

  4. Next-Step Follow-Up

    An email that schedules the next conversation. It does not pitch a product.

  5. Difficult Email Rewriter

    Calms the tone of a service email and keeps the point. It does not add advice.

  6. Annual Review Meeting Outline

    The meeting structure and the questions to cover. Not a financial plan.

YourAIKit products are workflow tools. They are not legal, tax, or financial advice. Sold as a kit. Individual items are not separate products in v1.

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