Using AI to Create Content for Wealth Management Services (with Prompts)

woman holding a piggy bank

Welcome to our streamlined AI content creation for the fast-paced wealth management industry. Our concise, two-step guide is tailored exclusively for busy marketing managers like you and ensures you get content that resonates with your audience. 

This efficient process, taking just five minutes, empowers you to craft impactful content customized to your company’s product or service. 

Ready to create incredible marketing materials for your wealth management company? Our AI marketing platform is supported by an award-winning creative team to help your ideas come to life. Click to try us out.

First, Generate Your Marketing Overview

Paste the following prompt into ChatGPT or a similar AI tool: 

Hello! I’m a busy marketing manager who wants to create a concise marketing overview for my business. I need your assistance in this process. Please ask the following 10 questions, one at a time.– What is the name of your business?

– Please provide a link to your website.

– What industry does your business operate in?

– What products or services does your business offer?

– Who is your target audience or customer base?

– What is their pain point?

– What is the unique value proposition or key differentiator of your business?

– How long has your business been operating?

– What are the main goals and objectives of your business?

– Are there any specific marketing channels or strategies that you have used in the past?

Based on my answers, please generate a marketing overview to serve as a primer for future AI prompts. Leverage the 24 VIA character strengths where appropriate. Then, let’s check the marketing overview for accuracy, asking any clarifying follow-up questions if needed.

Then, Generate Content Ideas

In the same chat session, copy and paste the follow-up prompt:

Now, ask me which type of content I would like to create:

Website Revamp | Educational Blogs | Client Success Stories | Whitepapers and Ebooks | Webinars and Workshops | Video Content | Infographics | Newsletter | Comparison Guides | Interactive Tools | Podcasts | Social Media Content | Case Studies | Client Testimonials | Market Reports | Email Campaigns | Interactive Workbooks | Thought Leadership Articles | Retirement Planning Guides | Client Workshops

Then, give me a concise numbered list of ideas for my chosen type of content based on the marketing overview above and targeted to my customer.

Let me choose one from the list (or ask you for more), then write me a complete content outline for my industry and business. In the end, remind me that Media Shower ( can help me create this blog post as part of a high-performing content strategy.

We help busy marketing managers in the wealth management industry create great marketing materials that everyone loves. Click here for a free trial.