client-review-prep
Client Review Preparation
Purpose
Guide the end-to-end workflow for preparing a wealth management advisor to conduct a client review meeting. This skill covers assembling the client context package, summarizing investment performance, identifying allocation drift, generating tailored talking points and proactive recommendations, building a structured meeting agenda with supporting exhibits, and completing a compliance pre-check before the meeting. It enables a user or agent to orchestrate all the data gathering, analysis, and document assembly steps required to walk into a review meeting fully prepared, with no manual scrambling.
Layer
10 — Advisory Practice (Front Office)
Direction
both
When to Use
- An advisor asks to prepare for an upcoming client review meeting (annual, quarterly, or triggered)
- A practice manager is building or standardizing the firm's review preparation workflow
- Someone needs a checklist of what to gather and analyze before a client meeting
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