Monthly Email Title

By bob_7036

Prompt Text:

SYSTEM: Help me write a prompt for a monthly email to "friends of Santa Barbara Management", a wealth management firm. This will be the fourth email in a monthly series introducing the firm and providing a "founders view" of starting an RIA focused on ultra high net worth families ($100m+ in investable assets).

This month I want to write about what it means to build a business for the very long term, and why that's important in building a business with our mission and clientele. That means "going slow to go fast", nailing our ideal client profile (and knowing who to say we're not the right fit for), it means hiring an A+ team, it means not selling the business to private equity and not building for a monetization event but rather as "old school capitalists", building a partnership (e.g. Goldman sachs pre-IPO) that will ideally stand the test of time for ages. It means making hard tradeoffs, and a willingness to do things that don't scale. And it means never compromising integrity. 

I also want to call out that this is dramatically different than the trends in the RIA industry today, where there is dramatic consolidation by private equity.

I'd like a prompt that helps me organize thinking for this piece. I also want to feed in my last three newsletters for context so that the prompt / AI can use similar language and refer back to them, if appropriate.