Declining a Wealth Product Pitch
Added 2026-10
Declining a Wealth Product Pitch — Chinese original prompt
我在[银行]要存[金额][期限]定期，柜员推荐[理财产品/保险]，说[收益率与话术]。请给五个问题：这是存款还是理财、风险等级与历史最大回撤、能否提前支取及损失、费率多少、犹豫期几天可退。每题一句，再给一句明确拒绝的收尾话，不超过30字。
Site original
Chinese original
Example
Sample input
去银行存 20 万三年定期，柜员推荐一款理财，说年化能到 4% 还保本。
The output should include
- 五个问题分清存款还是理财
- 问清风险等级、费率和犹豫期
- 仅作参考，投资需专业确认
Replace these placeholders 5
Swap the bracketed parts for your own details before sending.
[银行][金额][期限][理财产品/保险][收益率与话术]
How to use
只要产品名带「理财」「万能险」，就不是存款。
Try tweaking it
- Set a turn limit (e.g. 5) and an exit condition, then ask for a score and rewrites.
- Have it play only the counterpart: no advice, no acting on your behalf.
What you should get
- A full exchange where the AI stays in the counterpart role
- A score plus sentences you could reuse
Common mistakes
- No turn limit, so the AI plays on and you never practise closing.
- Letting it both play the counterpart and coach you — the role blurs and nothing sticks.
How to check the output
- The AI plays only the counterpart — no advice, no acting for you.
- It ends with a score or rewritten lines that identify what worked.
Where it works
- Good for: having AI play only the counterpart, stay in role for a fixed number of turns, then step out and give a score or rewrite.
- Watch out: set the turn limit and exit condition; for medical or legal scenes, get professional review.