ChatGPT Templates
Copy-paste instructions that make ChatGPT work for financial advisors.
These templates go into ChatGPT Projects → Custom Instructions. They give ChatGPT a specific role, output format, and compliance guardrails — so you get consistent, professional results every time instead of starting from scratch.
Each template takes about 60 seconds to set up. Once it’s in a Project, you never have to paste it again — just open the Project and start chatting.
Client Meeting Prep
Turn Zocks meeting notes into structured briefs with client summary, concerns, action items, talking points, and compliance flags.
Use This Template →Email Drafter
Draft professional, warm client emails — follow-ups, scheduling, check-ins — with built-in compliance guardrails.
Use This Template →Portfolio Review Helper
Analyze portfolio data with allocation tables, concentration risks, discussion points, and important caveats about AI-generated numbers.
Use This Template →