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Get plug-and-play prompts for clearer explanations, stronger content, and messaging that stands out
from every other advisor.
Get plug-and-play prompts for clearer explanations, stronger content, and messaging that stands out
from every other advisor.
Most advisors understand their products well, but struggle to communicate in a way that attracts clients. Messages come out too technical, too generic, or too complicated for prospects to connect with.
This free ChatGPT Prompt Kit fixes that by giving you plug-and-play prompts for clear explanations, educational content, personalized communications, and credibility-building posts that help you stand out instantly.
How to build a personal brand that attracts ideal clients.
The simple system to create consistent, high-converting content.
Social media optimization secrets that boost visibility.
Turn likes, comments, and messages into booked appointments with proven scripts and workflows.
Use smart tools and repeatable systems to keep your business growing — even when you’re busy with clients.
How to build a personal brand that attracts ideal clients.
The simple system to create consistent, high-converting content.
Social media optimization secrets that boost visibility.
Turn likes, comments, and messages into booked appointments with proven scripts and workflows.
Use smart tools and repeatable systems to keep your business growing — even when you’re busy with clients.
Branding and Positioning Prompts
Prompts that help you define your niche, clarify your value, and communicate your message with confidence across every platform.
Social Media Content Prompts
Prompts for Facebook, Instagram, TikTok, and LinkedIn that help you create clear, high-impact content consistently.
Lead Generation & Marketing Prompts
Prompts that help you create landing pages, lead magnets, nurture sequences, and content that converts attention into appointments.
YouTube Growth System Prompts
Prompts for titles, scripts, thumbnails, keywords, and video ideas to build a content engine that brings in clients.
Short-Form Video Prompts (Reels, TikTok, Shorts)
Prompts for Instagram Reels, TikTok, and YouTube Shorts to help you create viral hooks, headlines, and scripts quickly.
Workflow, Template, and Practice-Improvement Prompts
Prompts for templates, systems, frameworks, and messaging tools that save time and strengthen client communication.
Facebook Bio Prompt
"I am an independent insurance broker with a Facebook business page. Write me a short, friendly bio (1–2 sentences) that clearly explains who I help and how I help them. Make it approachable, trustworthy, and easy to understand. The bio should include: My role as an insurance broker, The type of people I serve, The outcome I provide (simple insurance solutions, protecting income, peace of mind)."
LinkedIn Profile Prompt
"I am an insurance broker in [Your City/Market], and I use LinkedIn to build credibility, attract clients, and create professional opportunities such as partnerships, referrals, and media features. I want an engaging LinkedIn profile that positions me as a trusted advisor while showcasing my niche and expertise."
TikTok Bio Prompt
“I am an insurance broker in [Your City/Market], and I use TikTok to educate people on how to protect their lifestyle and create financial security with the right insurance coverage. I want an engaging TikTok bio that helps me stand out, positions me as a trusted and approachable advisor, and drives traffic to the link in my bio for free resources, guides, or booking a consultation.”


Helped hundreds of advisors modernize their businesses using automation, branding, and digital marketing
Built a 6-figure brokerage by combining financial expertise with innovative tech systems
Co-founded Policy Stream, the first all-in-one platform helping advisors scale online
Trains and mentors new agents to build personal brands that attract clients, not chase them
Featured speaker and recognized leader in advisor growth, automation, and marketing

Start attracting qualified prospects who already know, like, and trust you without ever picking up the phone or knocking on asingle door.

Build a personal brand that earns trust fast and attracts clients online without a big client list required. Learn the same simple systems top producers use to stay visible and consistent.

If you’re craving more time for family, travel, and the things you love and want a business that runs without you chained to your desk, this masterclass is for you.

A complete collection of high-performing prompts created for advisors.
Clarify complex insurance concepts, improve your client communication, and produce clear messaging with confidence and ease.

You will automatically receive login access to the Advisor Institute Academy.
Inside, you’ll find the Masterclass as a free bonus to help you build foundational skills and grow your practice with clarity and confidence.

Your access tier includes Support and Resources inside the Academy.
Here you’ll find walkthroughs, updates, helpful tools, and ongoing guidance to strengthen your communication and content creation systems.

