Hey, it’s Brooks. Welcome to Mondays with Money Marketers, where Wall Street meets Madison Avenue.

As a quick reminder: We’re an email marketing agency for financial service firms. We use email to drive leads, increase conversion rates, reduce churn, and boost your bottom line.

We taught ourselves how to do everything above by growing our own newsletter, The Street Sheet, from 5,000 subscribers to 160,000 subscribers (and counting).

We then took what we learned and started helping companies like J.P. Morgan, SoFi, Empower, Benzinga, and more with their email and content marketing.

Every Monday we share tips and tricks we’ve learned that you can implement yourself.

Before we dive in here's a link to my calendar if you'd like to discuss how we can help you generate more business.

In today’s edition:

• Improving relationships with unresponsive clients

• 3 Ways to Close Clients Faster

• How to use “Tasks” from ChatGPT

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LINKS WORTH A LOOK

🗣️ Marketing News & Insights

• Free Our Feeds wants to build a social media ecosystem ‘resistant to billionaire influence’ (The Verge). (This is why newsletters are still so important)

• Media companies will love their websites a lot less (Neiman Lab)

• Marketers increasingly prioritize automation investments: report (Marketing Dive)

💼 Industry News & Insights

• Advisors Urge Caution As Alternatives Go Mainstream (FA-Mag)

• How Financial Advisors Can Improve Their Relationship With An Unresponsive Client (MorningStar)

• Robinhood Stock Soars After Bullish Analyst Notes, Regulatory Settlement (Barron’s)

🤔 Honorable Mentions

• What People Still Get Wrong About Negotiations (HBR)

• How To Make a Video Sales Letter (VSL) To Boost Conversions (Indeed)

• How To Close a Deal In Sales - 3 Powerful Closing Techniques To Closing a Sales Deal (Patrick Dang)

DEEP DIVE

How to Use the “Task” Function from ChatGPT to Streamline Your Content Creation Process

Content creation for financial service firms often feels like a never-ending cycle. To consistently engage your audience, you need fresh, relevant ideas that resonate with where clients are in their financial journey—and timing is everything.

That’s where we can help. But if you’re operating on a shoestring budget, or you want to create some of your own content (LinkedIn, X, etc), this is where the Task function in ChatGPT becomes a game changer.

(PS: I recorded a video of me doing this live above. Just click the image which is a link to our YouTube channel).

What Is the Task Function?

The Task function in ChatGPT allows users to create recurring or automated tasks. It’s designed to help you stay organized by setting up workflows where ChatGPT sends you reminders, outlines, or content ideas at regular intervals.

In short, it can serve as your content assistant, delivering valuable insights and outlines on a consistent basis so you can focus on writing and client engagement.

For financial professionals, this is especially helpful when you’re juggling compliance-approved marketing, client meetings, and market research.

You can use Tasks to create personalized workflows—for example, receiving blog topic ideas relevant to the time of year every Monday morning.

Why the Task Function is Helpful for Financial Service Firms

1. Keeps Your Content Calendar Full: By scheduling weekly topic suggestions, you’re always prepared with timely ideas to engage your audience.

2. Improves Content Relevance: You can tailor the type of content you receive to match the financial cycles of your clients, such as tax season, holiday budgeting, or investment planning during Q1.

3. Saves Time and Mental Energy: Instead of brainstorming topics every week, you can rely on the Task function to deliver relevant outlines that you can personalize with your expertise and insights.

4. Encourages Consistency: Staying top-of-mind with your audience requires regular publishing. Task reminders ensure you never miss a post, helping you stay consistent.

Example Task Request: Weekly Personal Finance Blog Topics

Below is an example of how you can use the Task function in ChatGPT to streamline your content process:

Task Prompt:

"Send me personal finance blog topics every Monday morning. The topics should be aligned with the time of year to resonate with clients and prospects. Include a content outline for each topic so I can add my expertise and write it in my own voice."

Sample Output for January:

1. Topic: "New Year, New Budget: Refreshing Your Finances for 2025"

Outline:

• Introduction: Discuss why the new year is the perfect time to reset financial goals.

• Section 1: Review Your 2024 Financial Wins and Misses

  • Look back at your savings, debt reduction, and investments.

  • Ask: What went well? What needs improvement?

• Section 2: Set Clear, Achievable Financial Goals for 2025

  • SMART goals (specific, measurable, achievable, relevant, time-bound).

  • Examples: Increase retirement contributions by 1%, save for a family vacation, or refinance high-interest debt.

• Section 3: Update Your Budget to Align with New Goals

  • How to adjust discretionary and fixed expenses to meet new goals.

  • Tools and apps to track spending more efficiently.

• Conclusion: Recap the importance of budgeting as an ongoing process and encourage readers to stay proactive.

2. Topic: "How to Tackle Tax Season Early and Maximize Deductions"

Outline:

• Introduction: Highlight the stress of last-minute tax prep and the benefits of early action.

• Section 1: Organize Your Documents

  • Checklist: W-2s, 1099s, mortgage interest statements, and charitable donation receipts.

• Section 2: Understand New Tax Changes for the Year

  • Summarize any relevant tax law updates.

  • How these changes impact common deductions or credits.

• Section 3: Strategies to Reduce Your Tax Burden

  • Max out contributions to retirement plans before deadlines.

  • Leverage HSA or FSA accounts for tax-free savings.

• Conclusion: Encourage readers to seek professional advice if needed and avoid rushing through the filing process.

By using ChatGPT Tasks, you’re not only ensuring your blog is filled with relevant, timely content, but you’re also creating room for your expertise to shine. Whether it’s writing about budgeting, market trends, or investment strategy, this tool makes it easy to build a strong, engaging content schedule that keeps your clients informed and builds trust over time.

Looking to level up your marketing strategy? Let Money Marketers help you create a content plan that resonates with your audience and drives engagement.

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