Financial Advisor Client Comms Kit

The problem

Financial advisors spend hours translating complex planning sessions into client-facing emails and agendas. Drafting these communications manually risks inconsistent tone, missing action items, or accidentally straying into non-compliant language.

What it does

• Generates structured meeting agendas including logistics, client-raised topics, and advisor-led planning priorities.
• Drafts post-meeting recaps that document client goals, decisions made, deferred items, and owner-specific action items.
• Creates plain-language quarterly portfolio summaries that explain market context and rebalancing activity without predictive claims.
• Produces sensitive life-event check-ins for transitions like retirement or job changes, and appropriate outreach for grief-related events.
• Drafts time-sensitive reminders for RMD deadlines, beneficiary reviews, and annual planning milestones.

Why this beats prompting it yourself

This skill is pre-configured with a fiduciary-first voice that respects Reg BI, Form CRS, and Form ADV conventions. It understands the nuance between transition events and grief context, ensuring your outreach is professionally appropriate without needing complex manual guidance.

Use cases

• Summarizing a discovery meeting for a new prospect including fee structures and next steps.
• Documenting an annual review for a long-term client to record suitability discussions.
• Notifying a household of an upcoming RMD deadline with specific withholding options.
• Conducting professional outreach after a client flags a major life change like an inheritance or business sale.

Known limitations

Does not generate investment recommendations, fund picks, or performance forecasts. Users must provide all specific dollar amounts and performance figures from their own reporting systems.