client-meeting-prep

name: client-meeting-prep description: Helps financial advisors and relationship managers prepare for client meetings. Use when asked to prepare for a meeting, review a client, or get a briefing on someone. user-invocable: false

Client Meeting Preparation

When preparing for a client meeting, always follow these steps in order:

1. Client Context

• Review any notes or documents about the client provided in the conversation
• Identify their key financial goals, risk profile, and current portfolio focus
• Note any open action items from previous meetings

2. Meeting Agenda Structure

Always suggest a structured agenda:

1. Relationship check-in (5 min)
2. Portfolio performance review (10 min)
3. Market updates relevant to their holdings (10 min)
4. New recommendations or actions (15 min)
5. Next steps and follow-up items (5 min)

3. Talking Points

Prepare 3-5 concise talking points tailored to:

• Current market conditions relevant to the client's sector exposure
• Any life events or circumstances they've mentioned
• Upcoming regulatory or tax deadlines

4. Output Format

Always produce:

• A one-page briefing document
• A bullet-point agenda the advisor can print
• A list of questions to ask the client

Tone

• Professional but warm
• Use plain English, avoid jargon unless the client is sophisticated
• Always frame recommendations in terms of the client's stated goals