Create Powerful, Personalised Emails in Seconds
We’ve officially launched the Custom GPT Email Assistant — designed exclusively for Wealthy Adviser Club members to help you write professional, compliant, and engaging emails for your clients.
It’s fully integrated with your new Email Marketing System, so you can write, personalise, and send client-ready emails — all within the same platform.
This tool eliminates writer’s block, saves you hours each week, and ensures every campaign sounds like you.
🧠 What the Custom GPT Does
The Custom GPT is your AI-powered email writing assistant.
You can use it to instantly create:
✅ Reminder emails
✅ Follow-up sequences
✅ Referral requests
✅ Review appointment invites
✅ Newsletters
✅ Cross-sell or upsell messages
✅ Re-engagement campaigns
It’s built specifically for financial and mortgage advisers — so it understands your tone, your clients, and your compliance needs.
🪄 Step-by-Step: How to Use the Custom GPT
1️⃣ Open the Custom GPT
Inside your Wealthy Adviser Club dashboard, you’ll now see a new menu option on the left-hand side called Custom GPT.
Click it to open the email assistant.
If it’s your first time using it, you’ll be prompted to sign in with your OpenAI (ChatGPT) account — just like you do for any GPT.
2️⃣ Tell It About Your Business
To make your emails sound like you, the GPT needs some quick background info:
- 🏢 Your Business Name
- 🎨 Brand Colours
- 🌐 Your Website URL (so it can analyse your tone and style)
- 🧑💼 Your Target Audience (e.g. mortgage clients, protection clients, landlords, professionals)
- 🎯 Goal of the Email (e.g. reminder, referral, renewal, review, update)
💡 Tip:
You can keep a small text file or note on your computer with this information and paste it in each time.
If you want to make it even easier — just include your website URL and it will pull your tone and details automatically.
3️⃣ Choose the Type of Email
Once you’ve entered your info, simply ask it what you want:
“Write a friendly renewal reminder email for my existing life insurance clients.”
“Draft a referral request email for clients who’ve just completed a mortgage.”
“Create a three-step email sequence for clients who haven’t replied.”
The GPT will then generate three professional email options for you — all slightly different in tone (e.g. short & direct, warm & conversational, or detailed & informative).
4️⃣ Copy the Email Into Your Campaign
Once you’ve chosen your favourite version, you can simply:
✅ Copy the subject line and email body
✅ Go to your Email Marketing Campaigns tab
✅ Paste the content into your email editor or template
You can personalise it even further before sending — add your logo, adjust the tone, and include any links or booking buttons.
5️⃣ Personalise the Greeting
Inside your message, make sure your greeting automatically pulls in your client’s name.
For example, instead of typing “Hi [Name]”, use the merge tag:
Hi {{contact.first_name}},
That will automatically insert each client’s name from your contact list — giving every email a personal touch.
6️⃣ Add Your Call to Action
Every good email ends with a clear next step.
This could be:
- A link to your website or contact form
- A button to book a review meeting
- A simple “Reply to this email” request
You can paste in any URL — for example, your Calendly link, review form, or discovery call page.
7️⃣ Send or Schedule
Once you’re happy with your message:
✅ Select the contacts or tags you want to send it to
✅ Double-check your subject line and from address
✅ Choose whether to send now or schedule for later
If you’re sending to hundreds of clients, the system will process them in batches automatically — just like Gmail or any large email service.
⚡ Real Example
Let’s say you run an insurance firm and want to send a policy renewal reminder.
In the Custom GPT, you might enter:
“Create a friendly reminder email for existing life insurance clients due for renewal this month. My brand colours are blue and gold. My company is SafeGuard Financial. My goal is to get them to book a quick policy review.”
Within seconds, the GPT will generate three complete emails with subject lines like:
- “Your policy renewal – let’s make sure you’re still fully protected.”
- “A quick 10-minute chat could save you money on your cover.”
- “Is your policy still right for you this year?”
Each includes a short, warm paragraph and a call-to-action button or link for booking a review.
Copy. Paste. Send.
That’s how simple it is.
🦁 Why Members Love It
Here’s what makes this so powerful for Wealthy Adviser Club members:
✅ AI-written, adviser-ready content — not generic templates
✅ Instant email creation — from reminders to reviews
✅ Seamless integration with your email marketing system
✅ Saves hours each week in admin and writing
✅ Keeps your tone and brand consistent across every message
You can now run your entire email communication strategy — from writing to sending to tracking — without ever leaving your Wealthy Adviser Club dashboard.
🚀 Summary
| Step | Action |
| 1️⃣ | Open the Custom GPT from your dashboard |
| 2️⃣ | Add your business info and audience |
| 3️⃣ | Tell it what type of email you want |
| 4️⃣ | Copy your chosen email |
| 5️⃣ | Paste into your campaign and personalise |
| 6️⃣ | Add a call to action |
| 7️⃣ | Send or schedule your email |
That’s it — your new AI-powered email assistant is ready to go.
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