You have a meeting in an hour with a client who is going through something: a retirement, a divorce, a new advisor after theirs left. The CRM shows accounts, balances, and notes from last time. It doesn't show what this person is actually going through, and that is what will decide how the meeting goes.
Meeting Intelligence reads the notes your firm already has on the client and hands the advisor a two-page Meeting Intelligence Brief: what this person is likely going through, what to ask, what to be careful with, and what not to rush. Five minutes to read, the morning of.
Think of it as a Meeting GPS, for the conversations that decide whether a relationship continues.
Meeting Intelligence produced this brief the same way it would for your firm. The household is a sample client scenario: a couple, eighteen years with the firm, meeting their new advisor for the first time. Names and details are invented. The preparation is exactly what your advisors would receive.
Read it, then ask the question we put to every reviewer:
"It just shows the advisor took the time to really know me, my situation, my preferences. Only when this happens can you create and continue to build trust."
Richard EllisFounder, Ellis Strategy Group · retired, reviewed as a client
How Meeting Intelligence works.
01
You share data you already have
Meeting notes, CRM history, onboarding answers, whatever exists. Names and sensitive details are removed before our system reads anything.
02
Data is interpreted the way veteran advisors do
It reviews everything at once, then compares all of the data with how these transitions usually unfold. Those are patterns a veteran learns over a career.
03
Meeting briefs are prepared
The advisor gets a two-page Meeting Intelligence Brief the morning of the meeting. Before it reaches them, we check it for accuracy. Every line also carries a record of where it came from, so your compliance team can trace it.
The whole path on one page, from what your firm already has to what the advisor reads. Click to enlarge.
There are two documents:the Brief and the Deep Dive.
Both are built from the same data. The Brief prepares the advisor for the meeting. The Deep Dive explains the whole client relationship.
Meeting Intelligence Brief2 pages
What's really going on
The plan for the room
The cautions
For
The fifteen minutes between meetings
When
The morning of
Read in
Five minutes
The Brief is two pages for the fifteen minutes between meetings: what's really going on, the plan for the room, and the cautions.
Deep Dive7-9 pages
The thinking behind the guidance
Each person in the rooma separate read on each
Where the relationship can deepen
For
Advisor changes, successions, and the conversations that decide whether a relationship continues
When
The day before a meeting that carries history
Length
Seven to nine pages
The Deep Dive gives the thinking behind the guidance, not just the guidance. It includes a separate read on each person in the room and points to where the relationship can deepen.
Every brief says what it knows and what it doesn't.
Each one says what it was built from, what is unconfirmed, and what to check with the client instead of assuming. Nothing is stated as fact about the client. Everything is a possibility for the advisor to explore, and the advisor decides what to do with it.
"Enter as someone who knows this household. Not someone who is about to meet them."
From a Deep Dive
What the Meeting Intelligence Brief tellsbefore the meeting.
The Meeting Intelligence Brief does six things for an advisor before the meeting. Your most experienced advisors do much of this from memory, and in a busy book even they miss some of it. The brief is how the whole team walks in with the same starting point. The advisor still runs the meeting and makes every call.
What the meeting is really about
The calendar says "retirement income review." The brief tells the advisor what retirement may really be doing to this client: the lost routine, the change in who they are, the question they haven't said out loud.
That means every advisor walks in prepared, including the ones still building their instincts.
The small signals worth noticing
The signals are small: a topic avoided twice, the same question asked three different ways, a spouse who has gone quiet, "we" becoming "I."
In a busy book they get missed. The brief points them out, but only the ones that connect to something this client has raised, and it leaves the rest out on purpose, because an advisor who brings up every detail they know makes the client feel studied rather than heard.
The result is that the whole team notices what your best advisors notice, and nothing more.
The right first question
Asking about estate planning is easy. Getting a client to actually talk about it is not. The brief suggests the one question this client is ready to answer today.
Better questions build trust. They are also how held-away assets, family needs, and referrals come up.
What to hold back, and when
Good advice at the wrong moment creates distance. The brief tells the advisor what to hold back, what not to rush, and where timing itself is the risk.
One meeting that lands wrong at a moment like this can be the start of a client leaving, and your retention numbers won't show it for months.
How this client makes decisions
Two clients in the same transition are having two different experiences. The brief describes this one: how they make decisions, what builds their trust, what creates friction.
The Deep Dive, the longer document, goes further with a separate read on each person in the room.
The advisor who built the relationship already knows all this. With the brief, the successor and the newer team members know it too.
Who in the household actually decides
The person named on the account is not always the person who decides. There is the spouse who defers in meetings but decides at home, and the adult child who is quietly gaining influence.
The brief prepares the advisor for everyone in the room, and for the people who are not in it.
Whether the assets stay over the next ten years depends on the whole household, not just the person whose name is on the account.
The result: a new advisor walks in as prepared as a veteran.
Most firms have one senior partner who has sat through decades of these conversations, and that partner cannot be in every meeting. The brief is the closest thing to having them sit down with the advisor beforehand. A two-year advisor walks in with the same starting point as a twenty-five-year veteran. They will not have the veteran's judgment yet, but they will have the same preparation, in every meeting. That is what makes it a Meeting GPS.
How Meeting Intelligence knows what to look for
AskGraice, the engine behind Meeting Intelligence, was built on three years of studying how these transitions unfold: the research, the practitioners who have guided hundreds of families through them, and the patterns that repeat from one situation to the next. That does not mean it holds a database of real clients. It holds the patterns. When it reads one client's notes, it compares them with those patterns. That is how it can see in one pass what a busy advisor might take years to notice.
See it work
See what your client may be going through, and know what to ask next.
A guided tour of the Wisdom Stack: a map of how people move through life's big changes, and what experienced advisors tend to do at each step.
Most meetings are routine.These are the ones that aren't.
These are the nine transitions the Meeting Intelligence Brief is built for. All nine are ready now.
Available now
Advisor change
The accounts move over on paper. Whether the client comes with them is decided in the first few meetings, and the signs are quiet.
Retirement
The plan can be right and the person still lost, because retirement is usually about identity and fear before it is about income.
Divorce
Big decisions arrive all at once, in the worst state of mind to make them, and the money question is rarely the first one.
Loss of a spouse
Grief first. Most decisions can wait, a few can't, and the calmest client in the room may be the one most at risk.
Business exit
The sale closes and the owner's identity, marriage, and money all change at once. The number is the least of it.
Serious illness
A diagnosis changes what the plan is for, and the person you have always dealt with may not be the one you deal with next.
Caregiving
The caregiver stops looking after their own plan while looking after someone else's, and almost never says so.
Wealth transfer
Money moves to the next generation. Whether the relationship moves with it is decided in conversations most firms never have.
Sudden wealth
The numbers change in a day. The person takes years to catch up, and the first year is where the damage is done.
89%
of what clients praise has nothing to do with investment performance. It's about how their advisor made them feel heard, supported, and understood.
Clients have already said what keeps them with an advisor. The Meeting Intelligence Brief is how a firm delivers it, in every meeting, across your organization.
"It was the first time I felt an advisor had actually listened to me."
A client, after comparing a meeting run the usual way with one run from a Meeting Intelligence Brief
Keep the notetaker and CRM you already have.Meeting Intelligence works with them.
Your notetaker records what was said. Meeting Intelligence reads those notes, along with everything else your firm has on the client, and interprets the meaning for the next conversation. You keep your notetaker, your CRM, and the way your advisors already work.
Integration with AI notetakers like Zocks and CRMs like Salesforce are in development, and early access firms help decide which come next.
"Before I retired, I was trying to use AI to help prepare for complex meetings. It was clunky, error prone and very fact based. These tools feel like they were in the room in previous meetings (fly on the wall) and providing constructive feedback for future meetings. Love it."
Steve SpringsteadRetired Wealth Advisor and Portfolio Manager · 33 years
Your clients' notes are the most personal data in your firm.Here's how we protect your data.
Names and personal data removed
Names, identifiers, and sensitive details are removed, in two passes, before the system reads anything.
Audit Trails
Each Meeting Intelligence Brief carries a full record of how it was built, for compliance review.
For Advisors Eyes Only
Nothing goes to a client unless the advisor decides it does.
No, and you should keep the one you have. A notetaker listens to a meeting and writes down what was said.
Meeting Intelligence works before the meeting: it reads everything your firm already knows about the client, including what your notetaker captured last time, and prepares the advisor for the conversation ahead. The notetaker is the record of the last meeting. The Meeting GPS is the route into the next one.
Couldn't we just use ChatGPT?
You could paste notes into a chatbot and get a summary of what was said. What you wouldn't get is what it means for this person, in this transition: that a health scare in March, a wish for more family time in June, and a long-term care question in September are one story.
We asked twelve advisors whether the brief surfaces what a generic AI summary would miss. All twelve rated it four or five out of five.
What do you need from us to produce a brief?
Whatever exists, in whatever form it exists: meeting notes and CRM history, an advisor's own write-up, the transcript or summary from your notetaker.
Today that comes to us as a secure upload. As the notetaker and CRM connections come online, it will come straight from the systems you already use. Either way there is no new data entry, and nothing for the advisor to fill out unless they want to.
For a brand-new relationship with no notes yet, we are building a short questionnaire for the client and one for the advisor. Names and sensitive details come out before the system reads anything. A brief usually comes back within a couple of hours.
What if it's a new relationship and we have almost no history?
You need less than you'd think. We have built briefs from a single pre-meeting write-up.
Even with no history at all, the type of transition tells the system a lot. It knows how retirements, divorces, advisor changes, and the other hard transitions tend to unfold, so it can point the advisor to the right first questions and let the client fill in the rest.
We are also building a version for a first meeting with a brand-new client, and early access firms are shaping it.
Is there a dashboard to learn or training to schedule?
No. The Meeting Intelligence Brief is a two-page document that arrives before the meeting. There's nothing to learn: it arrives, the advisor reads it.
That's deliberate. An advisor with fifteen minutes between meetings won't open another dashboard, and a tool that needs a course doesn't get used.
Does this mean more client meetings?
No. Your notetaker already saves advisors hours of admin every week.
Meeting Intelligence puts that saved time to use in the meetings you already have. The advisor walks in knowing what the client actually needs, the conversation goes deeper, and over time the relationship gets harder to replace.
There are no extra meetings.
Where does client data live?
With you. Your firm owns and controls its client data. Nothing identifiable about your clients ever trains anything.
To build a brief we do need to see your notes, so they come to us through a secure upload, or straight from your notetaker or CRM as those connections go live.
Names and sensitive details come out in two passes before the system reads anything. Each brief is built on its own, and we keep no permanent database of your clients.
We test the name removal by planting fictitious names and account numbers and checking that none get through.
During early access, we walk your team through every step, from upload to finished brief.
What if a brief is wrong about a client?
It can be, and the brief says so before anything else. Every brief opens with what it was built from and what it doesn't know, and it tells the advisor what to confirm with the client rather than assume.
Nothing is stated as fact about the person. Every signal, question, and caution is offered as something to consider, with a note on how the client might take it. The advisor stays in charge of the conversation, always.
Will our compliance team accept the brief?
It was designed for their sign-off. Every brief carries a complete record from what went in to what came out, so a reviewer can see exactly why it said what it said.
We check every brief for accuracy before an advisor sees it.
And the documents are for the advisor only: nothing is client-facing, and nothing is financial advice.
Who is this for?
Wealth firms and advisor teams, especially where a senior advisor is retiring, an acquisition is landing, or newer advisors are coming up.
We run early access directly with firm leaders. If you're a solo advisor, get in touch anyway. Early access is built for firms, but there may be another way to work together, and we would rather hear from you than have you wait.
How do we start?
Request early access and tell us a little about your firm. Early access is a paid programme that runs six weeks inside your firm, and we go through the numbers in the first conversation.
We're keeping early access to a small group on purpose. You get direct access to us, we get direct feedback from you, and you have first say in what gets built.
Explore a brief for a household you already know.
The sample shows what a Meeting Intelligence Brief does for a fictional household. Early access shows what it does for one you've served for years. That is when it stops being a demo and starts being useful.
The next step is seeing what happens when advisors use it every week for a quarter: how often they reach for it, and what it changes in the room. That is what early access is for.
