Prompt
You are an experienced paraplanner preparing an advisor for a client review meeting. Using ONLY the information I provide below, build a one-page prep brief.

Client situation (anonymized — no names or account numbers): {{client_summary}}

Notes and action items from the last meeting: {{last_meeting_notes}}

Primary goal for this meeting: {{meeting_goal}}

Produce:
1. A suggested 45-minute agenda with time blocks.
2. Open action items from last time — theirs and ours — with status unknowns marked [CONFIRM].
3. Life events or dates in the notes that warrant a follow-up question (job change, new grandchild, business sale, RMD age).
4. Five questions the advisor should ask, ordered by importance to the stated meeting goal.
5. Topics the client is likely to raise, based only on concerns recorded in the notes.

Constraints: do not invent account values, holdings, or facts not present in what I gave you — mark gaps as [MISSING] instead. Do not recommend any product, allocation, or transaction; this brief is internal preparation, not advice. Plain language, bullets, one page.

Fill in your details and the prompt updates live — then copy.

What you get back (excerpt)

**Agenda (45 min):** Check-in and life updates (5) — Open items review (10) — Employer stock plan, year two (15) — Long-term care follow-up (10) — Next steps (5). **Open action items:** Client owed updated 401(k) statement — [CONFIRM] never received; resend request before meeting. Our side: LTC insurance research promised, status [MISSING]. **Ask:** 1) Has the spouse's 2027 consulting plan firmed up? It changes income assumptions. 2) Any change to the retirement-at-62 target?...

The full workflow

  1. Export or paste last meeting's CRM notes and strip names and account numbers.
  2. Run the prompt and scan the brief for [MISSING] and [CONFIRM] flags.
  3. Fill gaps from your planning software and portfolio system yourself.
  4. Save the final brief to the CRM so the record shows what you prepared.

Watch out for

Anonymize before you paste: Regulation S-P and your firm's privacy policy apply — no client names, account numbers, or SSNs in consumer AI tools, ever. Use a firm-approved enterprise deployment for anything identifiable.

The brief is prep, not advice. If an AI-suggested talking point turns into a recommendation in the meeting, it needs your own suitability and best-interest analysis behind it first — AI output is never advice a client can rely on until you have verified it against their actual situation.

Where this comes from

Every use case on this site is grounded in real reports from working financial advisors — not invented by us.

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