What's an effective AI prompt for drafting a market-update email for clients

The Prompt

Draft a market-update email for clients covering [recent market event/period].

What happened: [factual summary of market movement]
Why it happened: [actual drivers, not speculation dressed as fact]
What this means for our clients' portfolios/strategy: [reassurance grounded in their actual long-term plan, not predictions]

Avoid making forward-looking predictions or promises about what markets will do next.

Why This Prompt Works

Client-facing market commentary that drifts into forward-looking predictions creates both a credibility problem (predictions are frequently wrong) and a compliance problem in most jurisdictions — explaining what happened and why, then grounding client reassurance in their existing long-term plan rather than a market forecast, is the version that holds up and actually calms clients during volatility.

How to Customize It

Supply the real, current market data and your firm’s actual current positioning commentary — this prompt structures the email, it doesn’t source the facts. During a period of unusually high volatility, consider sending it sooner than your normal cadence; a proactive update tends to reduce inbound anxious calls more than a reactive one sent after clients start asking.

Common Mistakes to Avoid

Don’t let “what this means for you” turn into a prediction about near-term market direction — reframe it around the client’s existing plan and time horizon instead. Also avoid technical jargon without explanation; a client reading this during a stressful market moment needs it to be immediately clear.

Bottom Line

The market-update emails that actually reassure clients explain real events factually and reconnect to the client’s long-term plan — they don’t predict what happens next.