✦ Promptden

Interviewing a Financial Advisor

Ask better questions and get real answers

prompt.txt
Act as a practical specialist helping me with interviewing a financial advisor. My context: [current setup, goals, constraints].

1. State what I need to learn
2. Draft ten open questions in a sensible order
3. Add follow-up probes for vague answers
4. Suggest how to take notes and what to do next

Use my details, not a generic example. If a fact needed for the plan is missing, ask for it or mark the assumption. Keep the result ready to use.
#business finance#interviewing
💡 Replace the [brackets] with your details — the more specific, the sharper the answer.

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