Review meeting system
Review meeting prep for financial advisors, on autopilot
Seven days before each client review, the agenda and a short questionnaire go out. You walk in with open tasks, last notes and the client's answers in one brief.
Prep for a one-hour review should not take an hour.
Before every review someone pulls last meeting's notes, checks open tasks, sends an agenda and chases the client for updates. It is the same routine for every client, every quarter.
When it slips, the meeting starts cold, and the client notices.
After the meeting, follow-up tasks live in someone's notebook until they are typed into the CRM.
What happens, step by step.
- 7 days before
Agenda and questionnaire
The client receives the agenda and a short questionnaire about anything that has changed, drafted for your approval.
- 1 day before
Brief assembled
Open tasks, last meeting notes and the client's answers are gathered into one brief in your CRM.
- after the meeting
Follow-up tasks
Your AI notetaker's summary becomes CRM tasks with owners and due dates, plus a recap email for the advisor to approve.
- ongoing
Nothing falls through
Overdue follow-ups surface to the right person instead of waiting for the next review.
What your firm gets
- Every review starts with a brief, not a scramble
- Clients arrive having told you what changed
- Follow-up tasks in the CRM the same day
- Recap emails drafted for the advisor to approve
Guardrails built in
- No investment advice or portfolio content is generated
- Recaps are drafts until the advisor approves them
- Notes and summaries are written back to your CRM as records
- Works with the notetaker you already pay for
Questions firms ask
Do we need a specific AI notetaker?
No. Review prep works with the notetaker you already use, or without one. The notetaker's summary is just an input.
Does the brief include portfolio recommendations?
No. It assembles your own notes, tasks and the client's answers. Advice stays with the advisor.
Can this be added after the first system?
Yes. Review prep is an add-on system at a fixed $2,500, built after your Lead-to-Onboarded System is live.
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