A 2023 Kitces Survey said Financial Advisors spend 4 hours PER client PER Year on Meeting Preparation.
This includes things like remembering back to the last conversation, collecting notes and making themselves refamiliar with the client or prospect.
What does their portfolio performance look like? Or how have recent market events affected their thinking.
Did you remember the last life event they had?
Lots of things to do “Pre Meeting” so you are well prepared and look good to the Client.
With AI as a helper, you can now save at least 50% of your pre meeting time by relying on Pre Meeting Brief Summaries! AI makes you Super Human, leverage it.
Introducing Pre Meeting Briefs
Pre Meeting Preparation Briefs are summaries of all of your recent interactions with the client SINCE your last discussion.
If you have GReminders connected to the CRM (you should), GReminders will pull the most recent notes and interactions from your systems and summarize them for easily digestible content.
This will be sent to you in an email 1 hour prior to the Call OR you can access these per meeting summaries at any time from the Event Detail Page:
Lets take a look at an example Brief:
Here you will see some Conversation Starters, including Client Overview, Action Items, and various things to review and discuss in your call.
Note: Content may vary based on information available to the system.
We will continue to build out this area over time. We very much look forward to your Feedback.
If you have any questions please contact [email protected]
Happy Meetings!