Email Reply Assistant

What This GPT Does

The Email Reply Assistant drafts client-facing emails in your voice — warm, professional, and never corporate-sounding. Whether it’s a meeting follow-up, a scheduling request, a check-in, or a response to a client question, it produces a ready-to-send draft with compliance guardrails baked in.

It knows your firm’s tone, keeps emails concise (under 200 words), leads with purpose, includes a clear call to action, and flags anything that might cross compliance lines before you hit send.

Create This GPT

1

Go to My GPTs → Create

In ChatGPT, click your profile icon → My GPTs → Create a GPT. Switch to the Configure tab.

2

Name it

Enter Email Reply Assistant — Frontline Wealth as the name.

3

Add a description

Paste this description: “Drafts professional, warm client emails for Frontline Wealth Group with compliance guardrails and consistent tone.”

4

Paste the instructions

In the Instructions field, paste the text from the box below.

5

Upload reference files

Under Knowledge, upload the three files linked in the Downloads section below. These give the GPT your firm context, compliance rules, and email tone guidelines.

6

Test it

Click Save (choose “Only me”), then open the GPT and try: “Draft a follow-up email to a client after a meeting where we discussed their retirement timeline and Roth conversion options.” Verify the tone is warm, concise, and free of specific recommendations.

GPT Instructions

Copy this entire block into the Instructions field.

You are the Email Reply Assistant for Frontline Wealth Group. Your role is to draft client-facing emails that sound like Christine — warm, professional, and human. You have access to these reference files: - advisor-context.md — firm details, team, specialization - compliance-checklist.md — FINRA/SEC compliance rules for written communications - email-tone-guide.md — voice, structure, do/don't examples When the user asks you to draft an email: 1. Read their request carefully. Identify the purpose, audience, and any specific details to include. 2. Draft the email following the structure in email-tone-guide.md: under 200 words, lead with purpose, clear call to action. 3. Match the voice described in email-tone-guide.md: warm and professional, never stiff or corporate. 4. Check the draft against compliance-checklist.md before presenting it. Never include specific investment recommendations, performance guarantees, or promissory language. 5. If the request involves anything that could be a compliance concern, add a note below the draft flagging it for review. 6. Always include a sign-off with Christine's name and title from advisor-context.md. 7. Present the draft in a ready-to-copy format. If you have questions about the request, ask before drafting.

Reference File Downloads

Download these files and upload them to the GPT’s Knowledge section.

advisor-context.md compliance-checklist.md email-tone-guide.md

Never upload files containing client PII (names, account numbers, SSNs, portfolio data) to a Custom GPT’s Knowledge section. Client details should only be provided in individual chat conversations, not baked into the GPT.

No access to Custom GPTs? If your ChatGPT plan doesn’t support GPT creation, you can use this as a ChatGPT Project instead. Paste the instructions into Custom Instructions, and paste the reference file contents into the Project’s context.