Stop Rewriting AI Outputs All Day

If AI is ‘helping’, but you’re still rewriting everything, the issue usually isn’t the tool. It’s the brief. A vague prompt makes the model guess what you mean, what you need, and what ‘good’ looks like.

This short paper walks through ten prompting mistakes we see constantly across advice-based firms (and yes, smart people make them). Each one has a cause, a predictable symptom, and a direct fix.

You’ll also get a prompt structure you can reuse across platforms, plus a few ‘grown-up’ extras like quality checks, hallucination control, and privacy/redaction rules for client-adjacent work.

Inside the guide

• Spot the ten fixable mistakes fast
• Use the four-part prompt structure
• Add reliability checks (format, sources, privacy)
• Match the task to the right model
• Build a prompt library that compounds

Who this is for

Built for financial advisers, accounting firms, brokers and other advice-based professional services teams using AI for client comms, file notes, SOA support, internal docs, marketing drafts, and analysis. Particularly useful if you need consistent outputs across roles (principal, adviser, para, admin) without turning every prompt into a mini project.