Advisor Meeting Prep (Prospect + Client)

Pre-meeting intel brief: pulls prospect/client data (CRM history, portfolio changes since last meeting, in-the-news triggers, tax-year context, upcoming liquidity events), generates talking-points memo, flags relationship risks (outflows, competitor contact, unopened emails), and drafts discussion agenda. Turns 30-min prep into 5-min prep.

Discovered on Internal via @thetalkinghedge