Your Client Review Prep Agent Builds Each Brief Before You Wake
What it takes off your plate
The AgentWorks Client Review Prep Agent takes the night-before assembly of every review brief off your advisor, so the evening goes back to family and the morning goes into the meeting instead of into the custodian portal.
Here is how review prep usually runs. It is the evening before a day of reviews. The advisor logs into the portfolio system for performance, switches to the CRM for last quarter's notes and open tasks, then tries to remember what the client said about their daughter's wedding or the business they planned to sell. The first few briefs are thorough. By the last one, the advisor is skimming. Prep quality ends up depending on how busy the week was, and sometimes a high-value household gets the rushed version.
The client notices even if they never say so. A forgotten request from the last review, or a question about a transfer that already completed, tells them the meeting was not prepared for them.
What the Client Review Prep Agent does, step by step
The Client Review Prep Agent starts with the client communication before the meeting, then builds the brief.
- Confirms the meeting. A few days before each review, it sends the client a confirmation by email or text with the time, the location or video link, and a reminder the day before.
- Asks what has changed. In the same message, it invites the client to share anything new: a job change, a birth, a move, an upcoming large expense. Answers go straight onto the household record.
- Chases outstanding items. If the household still owes a signed form or a statement from an earlier request, it follows up so the item is closed or flagged before the meeting.
- Pulls portfolio performance and activity. It gathers performance, contributions, withdrawals and pending money movement from custodian data and your portfolio system, such as Orion.
- Collects open tasks and past notes. From the CRM, such as Redtail or Wealthbox, it lists the tasks still open, the promises made last time and the notes from recent calls.
- Flags life events. It marks anything the advisor should raise: a birthday that affects retirement account rules, a child nearing college, a beneficiary that has not been reviewed.
- Drafts suggested talking points. It writes a short list of topics drawn from all of the above, for the advisor to keep, change or drop.
The Client Review Prep Agent does not decide what to recommend. It assembles facts and suggestions; the advisor decides what advice to give under the firm's policies.
Where the work is recorded
An agent that cannot record its results is a chatbot. The Client Review Prep Agent writes everything where your team already looks. The confirmation, the client's reply about what changed, and every follow-up sit on the household record in the CRM, so your service associate can pick up exactly where the agent left off.
The brief itself is attached to the meeting on the calendar and saved to the household record, with the sources it came from listed underneath. After the meeting, the advisor's notes and new tasks go on the same record, so next quarter's brief starts from them.
So the morning of the meeting, the advisor opens the calendar and finds a brief for every review: performance, activity, open tasks, life events and talking points, in the same layout for the smallest household and the largest.
For more on how practices are rethinking this work, see how advisors are reclaiming their evenings from review prep and the midnight prep drag.
What your people do instead
Your advisor walks into each review ready to listen. Because the brief already mentions the new grandchild and the rollover still in process, the first minutes of the meeting go to the client's plans, not to catching up on facts. Prospects referred by happy clients meet an advisor who is rested and prepared.
Your service associate spends the morning with the clients who call in, rather than printing statements and hunting for last quarter's notes. When a client asks what was agreed last time, the answer is already on the record.
The agent keeps the confirmations, follow-ups and briefs moving. Your people keep the relationships with the households who trust you. Practices that want to take the rest of the prep off the advisor's desk can look at how to automate client review prep with workflows.
One next step
Not sure review prep is the first workflow to hand over? The free Financial Advisor Industry Assessment shows which workflow an agent should take first in your practice. To see the AgentWorks Client Review Prep Agent alongside the rest of the advisory team, visit the Financial Advisor industry page.
See where the Client Review Prep Agent would start in your financial services business.
I'm Harris, the Financial Services ambassador here. The free Industry Assessment reads your website and asks how calls, follow-ups and records happen today, then shows the first workflow worth handing to an agent like this one — and what your team gets back. Leave your email and I'll send the link.
Harris replies from financial-advisor@agentworksstudio.com. One email with the link — no list, no drip, unless you ask for the weekly letter. Or go straight there →