How to write a quarterly client letter with AI

The fastest way to write a quarterly client letter with AI is to feed an AI brain your prior letters (so it learns your voice), your firm's actual Q-end positioning, and three bullet points of what you want to say — then edit the draft, not write from scratch. Done correctly the letter takes 30 minutes instead of 6 hours.

The workflow

• Step 1. Feed the AI your last 8 quarterly letters as voice samples.
• Step 2. Give it the three bullets you want to cover this quarter (market themes, firm positioning, client message).
• Step 3. Let it produce a first draft in your voice.
• Step 4. Edit for accuracy and the one paragraph that needs to be uniquely you.
• Step 5. Run it through your compliance check.
• Step 6. Send.

What to feed the AI

• Your last several letters.
• Your firm's house view memo (if you write one).
• Any specific positions you took this quarter you want to address.
• A short style note: "3 paragraphs, conversational, no jargon."

What to NOT feed the AI

• Client-specific PII (use only firm-level commentary, not individual client data).
• Anything you wouldn't want preserved in your books and records.

The compliance check

Every quarterly letter is a 'communication' under the SEC marketing rule. Have a human review and approve before send. Document the review in your compliance log.

Quiet Machines installs an AI brain inside advisory firms in a 3-day on-site build. Free AI visibility audit →