meeting-prep-agent

Create professional investment proposals by providing client details, investment strategy, and firm information to automatically generate structured presentations. The process handles prospect context collection, proposal structuring, and output generation.

Output formats include a PowerPoint presentation, a PDF leave-behind, and a one-page summary for follow-up emails. These outputs are generated automatically to support client presentations and prospect follow-ups.

Required inputs include client details, investment strategy, and firm information to generate a financial advisor proposal. Prospect context such as current AUM, retirement goals, and risk tolerance is collected to tailor the strategy.

Yes, investment proposals are customized based on prospect risk tolerance and goals. The process tailors the firm's approach, asset allocation, outcomes, and fees to match the specific needs and preferences of the prospective client.

Structure an investment proposal by covering the firm's approach, asset allocation, expected outcomes, and fees. This structured framework ensures all critical financial strategy components are presented clearly to prospective clients.

Yes, the proposal generation process works for pitching new investment strategies to existing clients. It automates document creation to present new financial strategies, making it easier to pitch both new clients and existing accounts.