Learn how financial advisors can use a structured AI prompt to quickly translate market moves into client-ready, compliance-conscious commentary.

By now you've probably used AI to help you write difficult emails and other messages. It can also help you prepare for a tough conversation. Here's how.

Use headings for responses longer than five lines. Use numbered lists for sequences and bullet lists for collections. Use tables for comparisons by default. Avoid tables that will be too wide for the ...