The sample brief · a fictional household

Gene and Ellen are meeting their new advisor for the first time.

They spent eighteen years with one advisor, Tom, who just retired. AskGraice built the Meeting Brief and the Deep Dive below for the advisor taking over, from a single pre-meeting write-up. Your advisors get the same two documents for their own clients.

Read both, then ask yourself the question we put to every reviewer:
Would this change how you walk into the meeting?

The Meeting Brief · 2 pages The Deep Dive · 7-9 pages

The Meeting Brief Read in five minutes on the morning of the meeting.

Built from

One scenario write-up about the client history. No transcript was needed.

Three gaps

Named up front, for the advisor to confirm with the family.

Possibilities

Every interpretation is presented as a possibility. The advisor decides.

Meeting Intelligence Brief, page 1: at a glance, before you begin, the meeting plan — Meeting Brief · page 1 of 2

Meeting Intelligence Brief, page 2: the meeting plan continued, what to avoid — Meeting Brief · page 2 of 2

The Deep Dive Review the day before a meeting to understand the relationship.

Everyone in the room

A separate read on each person.

The reasoning

Why the brief says what it says.

Room to deepen

Where the relationship can go further.

Deep Dive, page 1: why this meeting matters, client history — Deep Dive · page 1 of 7

Deep Dive, page 2 — Deep Dive · page 2 of 7

Deep Dive, page 3 — Deep Dive · page 3 of 7

Deep Dive, page 4 — Deep Dive · page 4 of 7

Deep Dive, page 5 — Deep Dive · page 5 of 7

Deep Dive, page 6 — Deep Dive · page 6 of 7

Deep Dive, page 7 — Deep Dive · page 7 of 7

That was a sample. In early access, the briefs are for your own upcoming client meetings.

Your advisors would get the same two documents you just read, built for their own clients. You tell us whether they caught something the advisor would have missed.

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