Advisor Innovation Lab
Meeting Intelligence Brief
Built from what you may already know about Advisor Innovation Lab from this site and the sample brief. Behind both sit three years of their research, development, advisor interviews, and feedback. Confirm anything that matters directly with Yasmin and Kathleen.
01
At a Glance
| The situation | Two founders, one product. Meeting Intelligence turns the notes a firm already has into a two-page brief the advisor reads before a client meeting. Twelve advisors and eleven clients have reviewed briefs it produced, and it is now opening to a small number of firms through early access. |
|---|---|
| This meeting is about | Fit, in both directions. You are looking at whether a brief would change how your advisors walk into a meeting. Yasmin and Kathleen are looking at whether early access would work inside your firm this year. They open a few places at a time, and this first conversation is how both sides find out before anyone spends the six weeks of early access on the wrong timing. |
| The arc | 1. Tell them what is happening at your firm. 2. Hear what they will ask you. 3. Ask them the questions that decide things. Then both sides decide. |
| Worth leaving for later | Integrations. Their connections to notetakers and CRMs are still being built, and that conversation goes better once you have seen a brief for a client you know. |
Open items you own: two things to have in mind before you walk in. Both are questions, not conditions.
- One household: a client whose advisor is about to change, or just has. The conversation gets much better when you can describe them.
- One person: whoever inside your firm would want this to work. It can be you.
02
Before You Begin
What they will be listening for
None of these is a bar to clear. They are what makes six weeks go well, and expect a question about each.
- One of the five situations is happening now: a senior advisor retiring, an acquisition or a team joining, clients moving to a team model, newer advisors coming on, or an AI notetaker already in use.
- A leader who wants this to work.
- Three to five advisors with client meetings already on the calendar.
- Notes that already exist on those clients. A single write-up is enough to start.
- A willingness to tell them when a brief misses, and how a client responded.
When they will suggest waiting
If any of these describes your firm, expect them to say the timing is not right yet, and to say when it might be. Better to hear it now than six weeks in.
- If what you need is transcription. Good tools already exist for that, and the brief starts where they leave off.
- If advice at your firm is the financials only. The brief is built for the relationship, and it would have little to work with.
- If you need finished integrations before starting. Working out what connects to your systems is part of early access, and ready-made connections come later.
- If nobody inside has stepped forward to champion it. Early access goes best with one person who wants it to work.
How to show up
Walk in as you are. This is a conversation about fit, not a pitch from either side, and the most useful things you can bring are a real household and a straight answer about where your firm is.
03
The Meeting Plan
Move 1Tell them what is happening at your firm.
Before anything about software, say which situation is closest: a retirement, an acquisition, a move to teams, newer advisors coming on, or a notetaker you already use. Meeting Intelligence is built for those five, and they will say so if yours isn't one of them yet.
They will ask
Which of these is happening at your firm right now, and when does it land?
It is the first thing they ask, because it decides whether a brief has something to work with.
Say
"Here is the situation I keep coming back to. A senior advisor retires in the spring, and his clients have never met anyone else at the firm."
Listen for
- Whether they ask about the client before they ask about your systems.
- Whether they want a date and a name, not just interest. A live transition is what early access is for.
Move 2Hear what they will ask you.
These are the readiness questions. None of them is a test, and none of them should be a surprise.
They will ask
Who inside your firm would want this to work? Which three to five advisors have client meetings on the calendar? What notes exist on those clients today? Would you tell us when a brief misses?
They ask because early access has gone best where each answer was already known before the meeting.
Expect them to say
"We open a few places at a time, and we would rather tell you today if the timing is wrong."
Listen for
- Whether your own answers come easily. If they don't, that is useful too. It may mean timing.
Move 3Ask them the questions that decide things.
You have read enough to skip the basics. These are the ones that decide things, and the answers are short.
Ask
What does early access involve, and what does it cost? What does the first brief take? What happens to our clients' information? What is still in development?
Ask all four. If any answer is not plain, that tells you something.
Expect them to say
"Six weeks inside your firm. Three to five advisors use briefs before four to six of their own client meetings, there is a short check-in each week, and it ends with a findings summary. It is a paid programme, and the number comes in this conversation, not a follow-up."
"The first brief is built for a meeting already on your calendar, from one write-up, with no transcript needed. Names and identifiers come out before the system reads a note, nothing trains a model, and every brief carries a record of how it was built for your compliance team. All nine transitions are ready. Connections to notetakers and CRMs are still being built."
Listen for
- Whether they say "in development" without being asked.
Questions few people think to ask
Each has a short answer. Ask anyway, and see whether you get it.
- What if we meet some of this but not all of it? Most firms don't meet all five. One live transition and one person who wants it to work is enough to start. The rest gets worked out in the first weeks.
- How much of our people's time does it take? Four to six client meetings per advisor over the six weeks, meetings they already have, and a short check-in with the founders each week. The write-ups are notes your firm already has.
- What will compliance ask, and when? They review the data path before any client information moves, and the founders walk them through it early with the documentation they will want to see.
- What happens after six weeks? A findings summary, then a decision on both sides about what comes next. Nothing renews on its own.
- What if our advisors don't use it? Adoption is the thing early access exists to learn, week by week. Yasmin spent his early career helping people adopt new systems, so expect him to raise it before you do.
- What will you tell us if it isn't working? Ask them to say so at week two rather than week six, and hold them to it.
04
Success Reminders
- Bring one real household in mind.
- Bring the person who would champion it, or be that person.
- Ask what is still in development. They would rather tell you.
- Say plainly if the timing is wrong. Expect the same from them.
- Opening with integrations.
- Reading the sample brief as proof. It is a sample, built for a fictional family.
- Assuming early access is free. It is a paid programme.
- Treating the conversation as a pitch, from either side. It is about fit.
Success today and after
Both sides walk out knowing whether this is a question of timing or of fit.
If it is fit: one household named, one brief promised, and one date on the calendar.
If it is timing: they say when to talk again. Hold them to it.
Written by the founders in the format AskGraice produces | Advisor Innovation Lab | For your preparation only
For preparation only. Not financial, legal, or therapeutic advice. Possibilities to consider, not conclusions. The conversation is yours to run.