How to automate client meeting prep at an RIA

The right way to automate client meeting prep at an RIA is to install an AI brain that pulls every email, note, statement, and CRM record for the client and produces a one-page brief 10 minutes before the meeting. The advisor still runs the meeting; the brain just removes the 30-45 minute prep tax that used to come before it.

What the brief should include

• Headline summary: who the client is, AUM, household structure, last meeting date.
• Recent activity: any trades, contributions, withdrawals, or life events since the last meeting.
• Open items: anything the client raised last time that hasn't been resolved.
• Talking points: 3-5 things the advisor should bring up proactively.
• Risk flags: anything the brain noticed that the advisor might miss.

What to automate

• The data pull from CRM, custodian feed, email, and notes.
• The summarization into one page.
• The proactive flagging of overdue follow-ups.
• The drafting of the post-meeting recap email.

What not to automate

• The actual conversation.
• Any recommendation.
• The advisor's judgment about what to bring up and what to leave alone.

The install

Meeting Prep is the single most popular Operator in the Quiet Machines install — it's usually the first one we ship in the residency because it produces immediate, visible time savings without any compliance risk.