Written for advisors who want AI drafting the annual review invite, the referral ask, and the calm-down email on a red day. Copy, paste, customize. Works in ChatGPT, Claude, Copilot, and Gemini.
Every book includes a free 60-minute AI Strategy Call — normally $250.
The categories are the parts of your business, not the parts of a marketing funnel. The prompts name annual reviews, held-away assets, volatility conversations, and compliance-aware drafting.
Every prompt in the book uses the same four-part formula. Once you see it, you can rewrite any prompt here, or write your own from scratch.
Don’t accept the first draft. Reply with “make it shorter,” “more casual,” “now turn this into a text message.” The magic is in the follow-up.
Tell the AI who to be. This focuses the answer before it writes a word.
Your services, your market, your customer, the situation. This is where the [brackets] go.
Exactly what you want. “Write a 4-email sequence.” “Handle this objection.” Be direct.
“Under 150 words.” “Plain language.” “Give me three versions.” This makes it usable instantly.
A respectful opening that keeps the conversation alive.
Talking points ready before the headlines arrive.
Flags language that shouldn’t leave your desk as written.
I’ve watched this industry reinvent itself again and again: SEO, social, paid ads, automation. AI is the biggest shift yet, and it rewards the people who move first. Most advisors are standing on the sidelines, not because they aren’t smart, but because nobody has handed them a simple place to start.
This book is that place. It drafts; you decide. Your judgment and your reputation are what make the output worth sending.
— Del Barajas, founder of B5 Marketing. In digital marketing since 2006.
Sixty minutes, no pitch deck. We look at how prospects and referrals come into your business today and tell you the two or three places AI pays for itself first. You leave with a plan whether or not you ever hire us.
Get Vol. 05 & Claim Your CallPrompts are the easy half. The hard half happens at 7pm on a Friday, when a referral arrives and you are already done for the day. That is why we build AI employees instead of selling courses.
You miss a call, your AI texts them back in seconds. The cheapest lead you will ever recover is the one already calling you. From $1,500 + $297/mo.
Answers forms, chats and texts in under 60 seconds, answers real questions, and books meetings on your calendar. From $3,500 + $497/mo.
Runs the prompts in this book on a schedule, in your voice. Your marketing stops depending on your free time. From $1,500 + $297/mo.
Tell us your industry and we will send the book and get your free strategy call on the calendar.
Get Vol. 05 — $29.99