The 3-Step Process to Train AI to Sound Like You
Let me guess what happened.
You tried using ChatGPT or Claude to write a LinkedIn post. You gave it a topic. You hit enter.
And what came back was... fine. Technically correct. Professionally written.
And completely soulless.
It didn’t sound like you. It sounded like every other AI-generated post flooding LinkedIn right now.
So you thought: “AI doesn’t work for financial advisors.”
Wrong.
AI works great for advisors. But only if you teach it to write in YOUR voice first.
Here’s how to do that.
Why AI Sounds Like a Robot (The Real Reason)
AI doesn’t know you.
It doesn’t know if you’re formal or casual. If you use short sentences or long ones. If you challenge readers or encourage them. If you tell stories or cite data.
It’s never read a single thing you’ve written.
So when you ask it to “write a LinkedIn post about retirement planning,” it gives you the most generic, safe, middle-of-the-road version it can create.
And generic content gets ignored.
Here’s what most advisors don’t realize: AI is like a new hire on your team. If you throw them into client meetings on day one without training, they’ll be terrible.
But if you train them properly? They become your best asset.
The same is true with AI.
You need to teach it your voice. And that takes about 15 minutes of setup that you’ll use for the rest of your career.
Worth it? Absolutely.
The 3-Step Voice Training Process
Here’s exactly how to teach AI to write like you.
Step 1: Gather Your Writing Samples (5 minutes)
AI learns by example. So you need to show it what your writing looks like.
Find 5-10 pieces of content you’ve written:
LinkedIn posts you’re proud of
Client emails that got great responses
Newsletter sections that felt like “you”
Blog posts from your website
Even text messages or Slack messages if they capture your style
What you’re looking for: Content where you thought “Yes, this sounds like me.”
Save these in a document. You’ll need them in step 2.
Don’t have 5-10 pieces? That’s okay. Even 3 strong examples work. And if you truly have nothing, use the writing from emails you send to clients. Your voice is already there.
Step 2: Create Your Voice Guide (7 minutes)
Now you’re going to describe your voice to AI. This becomes your “style guide” that you’ll use forever.
Use this prompt to create it:
I need you to analyze my writing style and create a comprehensive voice guide I can use with AI tools.
WHY THIS MATTERS:
This voice guide will be used every time I create content with AI. The more specific and accurate it is, the more my AI-generated content will sound authentically like me (not generic robot speak).
MY WRITING SAMPLES:
[Paste 5-10 examples of your writing below. Use LinkedIn posts, client emails, blog posts, newsletter sections, or any content where you thought “Yes, this sounds like me.”]
Sample 1:
[Paste here]
Sample 2:
[Paste here]
Sample 3:
[Paste here]
Sample 4:
[Paste here]
Sample 5:
[Paste here]
[Add more samples if you have them - more is better]
WHAT I NEED YOU TO ANALYZE:
1. TONE & PERSONALITY:
- How formal or casual am I?
- Am I more challenging/direct or encouraging/supportive?
- Do I sound like an expert, a friend, a teacher, or something else?
- What’s the overall “feeling” of my writing?
2. SENTENCE STRUCTURE:
- Do I use short, punchy sentences? Long, detailed ones? A mix?
- Do I use sentence fragments for emphasis?
- What’s my typical sentence length pattern?
- Do I use repetition for impact?
3. VOCABULARY & PHRASES:
- What words or phrases do I use frequently?
- Do I have any signature phrases or expressions?
- What’s my level of technical jargon vs. plain language?
- Do I use analogies, metaphors, or specific types of examples?
4. ENGAGEMENT STYLE:
- How do I connect with readers? (questions, stories, data, direct statements?)
- Do I use rhetorical questions? How often?
- Do I share personal experiences or stay more general?
- How do I start and end pieces?
5. FORMATTING PREFERENCES:
- Do I write in long paragraphs or short ones?
- Do I use single-sentence paragraphs for emphasis?
- How do I structure my content? (lists, stories, frameworks?)
- Do I use bullet points, numbered lists, or prose?
6. WHAT I NEVER DO:
- What punctuation or stylistic elements am I clearly avoiding?
- What types of language or phrases don’t appear in my writing?
- What would sound “not like me”?
7. ADVISOR-SPECIFIC PATTERNS:
- How do I balance expertise with approachability?
- How do I reference clients or experiences (anonymized)?
- What compliance-conscious language patterns do I use?
- How do I position myself as an expert without bragging?
CREATE MY VOICE GUIDE:
Based on all these samples, write a detailed voice guide (300-500 words) that captures:
- My distinct tone and personality
- My sentence structure patterns
- My vocabulary preferences
- My engagement style
- My formatting habits
- Things I explicitly avoid
- Specific phrases I use often
Make it specific enough that AI can replicate my voice accurately. Include examples from my writing samples where relevant.
Format the guide so I can copy and paste it directly into future AI prompts.
End the guide with a “NEVER DO THIS” section listing things that would sound unlike me.
Generate the voice guide now.Paste this into ChatGPT or Claude, add your samples, and hit enter.
What you’ll get back is a detailed profile of your writing voice. Save this document. You’ll use it every single time you create content.
Here’s a short summary what mine looks like (using my old RIA blog posts):
“Your voice is professional but conversational, like advising a colleague over coffee. You use direct ‘you’ language throughout. You challenge readers with rhetorical questions (2-3 per piece) but balance it with encouragement. You prefer short, punchy sentences mixed with medium explanatory ones (1/3/1 or 1/4/1 rhythm). You use phrases like ‘Here’s the thing,’ ‘Let’s be clear,’ and ‘In fact.’ You NEVER use em dashes, fluffy language like ‘unlock’ or ‘game-changer,’ or corporate jargon. You tell personal stories to prove points and always end with a clear action step.”
See how specific that is? That’s what you want.
Step 3: Use Your Voice Guide Every Time (3 minutes per post)
Now here’s where the magic happens.
Every time you use AI to create content, you paste your voice guide into the prompt FIRST. (Although ChatGPT and Claude claim they can remember things as of this writing, they’re definitely not trustworthy…yet). Then you give it the topic and strategic context.
Here’s the complete template:
You are a financial advisor creating content to attract [YOUR IDEAL CLIENT TYPE - e.g., “business owners preparing to sell their companies” or “pre-retirees worried about healthcare costs”].
VOICE PROFILE:
[PASTE YOUR COMPLETE VOICE GUIDE HERE]
YOUR STRATEGIC GOAL:
Position yourself as the go-to advisor for [your specific niche] by demonstrating:
- Deep understanding of their unique situation
- Insights they can’t get elsewhere
- Trustworthiness through transparency and experience
TOPIC: [Be specific - not “retirement planning” but “why pre-retirees underestimate healthcare costs in early retirement”]
STRUCTURE:
1. Hook (1 sentence): Start with a specific observation or surprising statement
- Good: “I reviewed 47 retirement plans last month. 43 underestimated healthcare by $200k+.”
- Bad: “Healthcare planning is important.”
2. The Problem (3-4 sentences):
- What specific mistake do you see?
- Why do smart people make it?
- What’s the real cost or consequence?
3. The Insight (2-3 sentences):
- Your unique perspective from experience
- What you’ve learned that others miss
- Why this matters more than people realize
4. The Path Forward (2-3 sentences):
- What they should consider instead
- How to think about this differently
- What questions they should be asking
5. Engagement Invitation (1 sentence):
- Invite conversation naturally
- Good: “Business owners: Have you stress-tested your exit plan for this?”
- Bad: “What do you think?”
COMPLIANCE REQUIREMENTS:
- Educational tone only (teach, don’t sell)
- No specific investment or product recommendations
- No performance guarantees or future predictions
- Focus on concepts, frameworks, and considerations
- If discussing specific scenarios, add: “This is educational. Work with your advisor on your specific situation.”
- Avoid superlatives: “best,” “guaranteed,” “proven”
CLIENT ATTRACTION ELEMENTS:
- Speak directly to your ideal client’s specific pain point
- Use their language and references (show you understand their world)
- Demonstrate expertise through observation, not credentials
- Share a specific detail only someone with real experience would notice
- Make it clear WHY someone should listen to you (without saying “I’m a CFP”)
DIFFERENTIATION REQUIREMENTS:
- Include at least ONE specific detail from your practice (anonymized)
- Share an observation competitors aren’t talking about
- Demonstrate depth of experience through insights
- Show you’ve thought about this more deeply than others
OUTPUT SPECIFICATIONS:
- Length: 150-200 words (mobile-friendly, skimmable)
- Formatting: Short paragraphs (1-3 sentences max), white space between sections
- Tone: Sounds like a real human advisor, not AI or marketing copy
- Test: “Would I say this exact thing to a client in a meeting?”
Write the post now.
After generating, self-review:
- Does this sound authentically like me?
- Would my ideal client stop scrolling for this?
- Does this position me as an expert in my niche?
- Is this compliant with financial services regulations?
- Could this generate an inquiry or start a conversation?
If any answer is no, revise before using.Try it. Right now. Pick a topic relevant to your ideal clients. Fill in the bracketed sections. See what happens.
I guarantee it will sound 10x more like you than anything you’ve gotten from AI before.
Why This Prompt Works Better Than Generic Ones
Most advisors use AI like this: “Write a LinkedIn post about retirement planning.”
That’s why they get generic garbage.
This prompt is different because it includes:
Your voice guide (sounds like YOU)
Your ideal client (attracts the RIGHT people)
Strategic positioning (builds your expert status)
Compliance awareness (passes review faster)
Specific structure (proven to work)
Quality checks (forces you to review before posting)
The result? Content that wins your ideal clients, because it is content that sounds like you.
The Before and After (Real Example)
Let me show you the difference voice training makes.
Topic: Why advisors should start creating content
WITHOUT voice training (generic AI):
“In today’s digital landscape, financial advisors must leverage content marketing to establish thought leadership and drive client acquisition. By consistently sharing valuable insights across multiple platforms, advisors can differentiate themselves in an increasingly competitive marketplace. Consider developing a content strategy that aligns with your unique value proposition.”
Terrible, right? Sounds like a marketing textbook.
And the formatting looks like it was taught in 8th grade English class. Boring!
WITH my voice training (trained AI):
“Most advisors wait until they ‘have time’ to start creating content.
Here’s the problem with that. You’ll never have time. Client meetings, compliance paperwork, and portfolio management will always fill your calendar.
But the advisors who are growing? They’re not waiting. They’re creating content consistently.
Not because they have more time. But because they’ve built a system that doesn’t require more time.
That’s what AI gives you.
What should you do? Pick one platform. Commit to posting twice a week. Use AI to draft it. Add your personal story. Hit publish.
Start today, not someday.”
See the difference?
The second one sounds like a real person with real experience. It challenges you. It’s direct. It has personality.
Are edits needed? Absolutely. But it’s 90% there.
That’s the power of voice training.
The Structure That Makes It Work
Notice how that second example is organized?
It opens with one clear idea. Explains why it matters in a few sentences. Then tells you exactly what to do next.
That’s a simple structure you can use for any post:
Start with your main insight
Explain why it matters
Give them an action step
Keep this pattern in mind. When your content follows a clear structure, readers actually finish reading it.
And when you combine clear structure with your authentic voice? That’s when content starts working.
Your Action Step (Do This Today)
Here’s what I want you to do right now:
Step 1: Gather 3-5 writing samples (emails, posts, anything you’ve written)
Step 2: Use the voice guide prompt I gave you above
Step 3: Save the voice guide AI creates for you
Step 4: Use that voice guide to create ONE LinkedIn post on any topic
Step 5: Reply to this email and show me what you created
I want to see the difference voice training makes for you.
Because here’s the thing: most advisors will read this newsletter, think “that’s interesting,” and do nothing.
But you’re not most advisors.
You’re someone who understands that small systems create massive results. You’re someone who invests 15 minutes now to save 5 hours every week going forward.
You’re someone who knows that content with your authentic voice is the difference between being ignored and being remembered.
So do the exercise. Today.
What’s Coming Next
In the next issue, I’m going to show you the 5-Minute LinkedIn Post Formula that actually works.
You’ll learn exactly how to create posts that stop scrolling, build trust, and generate replies. All in less time than it takes to grab coffee.
But only if you do today’s homework first. Voice training is the foundation. Everything else builds on top of it.
Sam Farrington, CFP®
Creator of Amplify
P.S. The voice guide you create today isn’t permanent. As you write more and develop your style, you can update it. Think of it as a living document that evolves with you. But having a starting point is infinitely better than having nothing.