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Advisory Practice Insights

Identify practice insights from advisory work. Respect confidentiality.

The prompt
Review advisory interactions across my client portfolio over the past quarter. Identify:
- Common challenges clients face
- Advice that resonated
- Emerging themes
- Capability gaps to address
- Cross-client opportunities

This is for practice development planning.

EXPERIMENTAL: May miss confidential client-specific insights. Respect client confidentiality boundaries.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Senior Advisor, Practice Lead, Partner

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From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.