Election 2024 Prompt Library for RIAs: Engage Clients Faster & Address Concerns Under a Trump Presidency

Table of Contents:

1. Market Overview Prompts
2. General Market Impact
3. Sector-Specific Analysis
4. Tax Planning Prompts
5. Tax Policy Overview
6. Estate Planning Considerations
7. Client Communication Templates
8. Market Update Email
9. Portfolio Review Talking Points
10. Investment Strategy Prompts
11. Asset Allocation Discussion
12. Risk Management Overview
13. Client Question Response Templates
14. Common Concerns
15. Planning Discussion Guide
16. Educational Content Prompts
17. Policy Impact Analysis
18. Client Newsletter Template

Introduction

Welcome to your RIA Prompt Library for navigating client communications about Trump administration policies. This guide is designed to help you:

• Create compliant marketing content quickly
• Address common client concerns professionally
• Maintain a balanced, educational tone
• Save time on content creation

How to Use This Library:

• Choose the relevant section for your needs
• Copy the prompt template
• Customize client-specific details
• Use with your preferred AI tool
• Review and edit the output for compliance

PROMPTS:

General Market Impact

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Create a balanced, compliance-focused market overview addressing potential impacts of Trump administration policies. Include:

- Market sector analysis

- Tax policy implications

- Interest rate considerations

- International trade effects

Requirements:

- Professional, factual tone

- No political commentary

- Focus on long-term principles

- Include market uncertainty disclaimers

- Length: {500 words}

- Target: {High-net-worth clients}

```

Sector-Specific Analysis

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Please develop an educational overview of how Trump administration policies may affect key market sectors:

1. Energy and fossil fuels

2. Banking and financial services

3. Infrastructure and construction

4. Technology and semiconductors

5. Healthcare

For each sector, address:

- Proposed policy changes

- Historical sector performance

- Risk considerations

- Diversification importance

Format: Bullet points with clear headers

Length: {200 words per sector}

Include: Appropriate disclaimers

```

Tax Planning Prompts

Tax Policy Overview

```

Create educational content explaining potential tax changes under a Trump administration:

Structure:

1. Current tax environment overview

2. Proposed policy changes

3. Potential timeline

4. Planning considerations

{Address impacts for:

- Business owners

- Retirees

- High-income professionals

- Estate planning needs}

Requirements:

- Emphasize planning flexibility

- Include tax professional disclaimers

- Focus on education vs advice

- Length: {800 words}

```

Estate Planning Considerations

```

Develop client education material about estate planning under potential Trump policies:

Key Topics:

- Estate tax exemption changes

- Gift tax strategies

- Trust planning implications

- Family wealth transfer

Format:

- Executive summary

- Detailed analysis

- Action considerations

- Professional guidance disclaimer

{Length: 600 words}

Tone: {Professional but accessible}

```

Client Communication Templates

Market Update Email

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Create a client email template addressing Trump administration market impact:

Elements:

- Reassuring opening

- Policy overview

- Portfolio implications

- Long-term perspective

- Clear next steps

Requirements:

- {Length: 250-300 words}

- SEC-compliant language

- Educational focus

- Call to action

- Appropriate disclaimers

```

Portfolio Review Talking Points

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Generate talking points for client portfolio reviews during policy transition from a Biden/Harris administration to a Trump/Vance administration:

Cover:

1. Market environment

2. Policy implications

3. Portfolio positioning

4. Risk management

5. Forward-looking considerations

Format:

- Brief introduction

- Key discussion points

- Common questions/answers

- Summary takeaways

{Length: 500 words}

Style: {Conversational but professional}

```

Investment Strategy Prompts

Asset Allocation Discussion

```

Create content explaining asset allocation considerations under Trump policies:

Include:

- Diversification principles

- Sector weightings

- International exposure

- Fixed income strategy

Key elements:

- Historical context

- Risk management focus

- Long-term perspective

- Regular review importance

{Format: Q&A style}

{Length: 700 words}

```

Risk Management Overview

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Develop educational content about risk management during policy transitions Biden/Harris administration to a Trump/Vance administration:

Address:

1. Market volatility

2. Policy uncertainty

3. International exposure

4. Interest rate risk

5. Inflation considerations

Requirements:

- Clear examples

- Historical context

- Practical strategies

- Compliance disclaimers

{Length: 600 words}

Tone: Balanced and educational

```

Client Question Response Templates

Common Concerns

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Create response templates for frequent client questions in the context of Election 2024 and a Trump Presidency:

Questions to address:

1. "Should I change my investment strategy now?"

2. "How will this affect my retirement plans?"

3. "What should I do about my tax situation?"

4. "Should I adjust my international investments?"

5. "How will this impact my business planning?"

For each response:

- Acknowledge concern

- Provide context

- Reference long-term principles

- Include next steps

- Add compliance disclaimer

{Length: 200 words per response}

Style: Empathetic but professional

```

Planning Discussion Guide

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Generate a framework for client planning discussions in the context of Election 2024 and a Trump Presidency:

Topics:

1. Investment strategy review

2. Tax planning considerations

3. Estate planning updates

4. Risk management assessment

5. Business planning implications

Format:

- Discussion opener

- Key talking points

- Common questions

- Action items

- Follow-up steps

Requirements:

- Educational focus

- Avoid specific recommendations

- Include discussion disclaimers

- Professional but approachable tone

{Length: 800 words}

```

Educational Content Prompts

Policy Impact Analysis

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Create comprehensive educational content about Trump policy impacts:

Sections:

1. Economic policy overview

2. Market implications

3. Tax considerations

4. International trade effects

5. Planning strategies

Requirements:

- Neutral tone

- Factual analysis

- Historical context

- Future considerations

- Clear disclaimers

Format: White paper style

{Length: 1,200 words}

```

Client Newsletter Template

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Design a newsletter template addressing policy changes under a Trump/Vance administration:

Include:

1. Market update

2. Policy overview

3. Planning considerations

4. FAQ section

5. Action items

Requirements:

- Clear headers

- Bulleted key points

- Engaging graphics placeholders

- Compliance disclaimers

- Call to action

{Length: 1,000 words}

Style: Professional but engaging

Remember: Always review AI-generated content for accuracy and compliance before client use. These prompts are starting points - customize them for your firm's voice and specific client needs.