The Hybrid Advisor Challenge · Close the AI Skills Gap in 4 Days
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Day 4 of 5

Welcome to Day 4

By the end of this session you'll have: mastery of the RCFC prompting framework, a personal prompt library with 10+ ready-to-use prompts, and chain prompting skills for complex tasks.

What You'll Do In This Session

✓Master the RCFC prompting framework — the 4-part structure that turns vague AI output into polished, client-ready work on the first try
✓Rebuild your top 3 existing prompts using RCFC and feel the immediate quality difference — in this session, not eventually
✓Build your Personal Prompt Library — a set of reusable, polished prompts covering your most common sales tasks, ready to use from today onward
✓Complete the Chain Prompting Challenge — string 3 prompts together to finish a complex client deliverable in minutes, not hours
✅ 312 sales professionals enrolled

Unlock Day 4 — Your Power Skill Session

Prompting is the one skill that compounds across everything else. It's not a tool — it's a language. Unlock it and every other AI skill you've built this week gets sharper.

47 seats left · Cohort 1 · Closes in 7d 00:00:00
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From Scott Magnacca — trained 4,000+ financial advisors across North America on AI adoption · Studied at Babson & Harvard

1
Learn · 8 min

The RCFC Prompting Framework

Most people write prompts like they're texting a friend. The RCFC framework makes you think like a director giving a briefing to an expert: Role → Context → Format → Constraints.

R — Role

Tell the AI who to be. "You are a senior wealth advisor with 20 years experience in fee-only financial planning." This sets tone, vocabulary, and perspective.

C — Context

Give the situation. Who is the audience? What happened before this? What does the AI need to know to be genuinely helpful vs. generically correct?

F — Format

Specify the output structure. "Write 3 versions: (A) 100 words direct, (B) 150 words story-led, (C) bullet points only." Format clarity = output quality.

C — Constraints

What should the AI avoid or include? "No jargon. Flag any compliance risks. Don't make specific return promises. Tone: warm but professional."

See the difference:

Level 1 — Before RCFC "Write me a sales email."
Level 4 — After RCFC You are a senior wealth advisor. Write a follow-up email to [Client Name], a CFO at a mid-size tech firm who attended my AI-in-wealth-management webinar last Tuesday. They expressed interest in fee-only planning but said "we're not ready yet."

Write 2 versions: (A) 120 words with a soft 15-minute call CTA, (B) 90 words value-first with no ask. Both should reference the specific webinar insight about fiduciary standards. Tone: consultative, not salesy. Flag any compliance language to review.

2
Workshop · 15 min

Rebuild Your Top 3 Prompts Using RCFC

Take 3 tasks you use AI for regularly (or want to). Write the Level 1 version (what you'd normally type), then rebuild it as a Level 4 RCFC prompt. Then actually test them both and compare the outputs.

Prompt #1

Prompt #2

Prompt #3

3
Build · 15 min

Build Your Personal Prompt Library

The best Hybrid Advisors don't start from scratch every time — they curate a personal prompt library they refine over time. Build yours across three categories right now.

4
Challenge · 20 min

Challenge: Chain Prompting

Chain prompting is how you tackle complex, multi-step tasks — you break them into a sequence where each AI output feeds the next prompt. This is the advanced skill that separates power users from everyone else.

Example: Account-Based Outreach Chain

1
Prompt 1 — Research Research [Company Name]. Return: industry, recent news (last 90 days), key decision-makers, top 3 business challenges, and their current tech stack if public.
2
Prompt 2 — Angle (uses output from Prompt 1) Based on those 3 business challenges, identify which one is most aligned with what a wealth advisor/financial consultant could help solve. Give me 2 specific conversation angles.
3
Prompt 3 — Draft (uses output from Prompt 2) Write a 100-word cold outreach email to [Name/Title] using conversation angle #1. Tone: peer-to-peer, not vendor. Soft CTA: 15-minute exploratory call.

Now build your own chain. Pick a real upcoming task that has multiple steps.

Day 4 Complete

Prompting isn't typing.
It's thinking out loud — precisely.

You now have a personal prompt library, mastery of RCFC, and chain prompting skills. Day 5 is the final step: Vibe Coding & Workflow Automation — building your first AI-powered tool with no prior coding required.

Join the Live Challenge for Day 5

Quick Quiz · Section 4

Test Your Knowledge: RCFC Framework

1. RCFC stands for Role, Context, Format, and Criteria — key elements to include in every prompt.

2. A structured prompt library helps you reuse and refine winning prompts across different projects.

3. Chain prompting means stringing together multiple AI requests where one output becomes the next input.

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Day 5: Vibe Coding & Workflow (Live)