Walk into every meeting fully prepped
Every upcoming meeting gets a brief: the one big thing to land, the client's context in their own words, who is in the room and why, and a minute-by-minute game plan, with the referral ask timed and the likely objection handled word for word.
Before every meeting, WealthAmp delivers a brief: the one big thing to land, the client's context in their own words, who is in the room and why, and a minute-by-minute game plan with the referral ask timed and the likely objection handled word for word.
What does AI meeting preparation give a financial advisor?
- ✓ The one big thing to land, and the client's context in their own words
- ✓ Objectives, the questions to ask, and who is in the room
- ✓ A minute-by-minute game plan, with the referral ask timed and the likely objection scripted
Meeting Preparation, answered
When does the pre-meeting brief arrive?
Ahead of every upcoming meeting on the advisor's calendar, with no setup required. The brief is useful on day one, and it gets sharper as the system learns the advisor's voice and the client's history.
What goes into the brief?
Objectives, the questions to ask, who is in the room and why, the client's own words on what matters, and a minute-by-minute plan that places the referral ask at a sensible moment rather than the start of the call.
Does the brief tell the advisor what to say?
It arrives as a draft in the advisor's own voice, never a script. The likely objection is scripted so it can be rehearsed, and the advisor makes the words their own.
Explore the rest of WealthAmp
Referral Coaching
See where the asks are across your book, which phrasings win, and what your best advisor does differently.
Practice
Practice the exact upcoming conversation with a simulated version of the real client.
Meeting Debrief
Minutes after the call: summary, outcome, action items, a drafted follow-up, and the exchange that worked.
Client Queries
Ask questions across every client conversation your firm has ever had, and see the patterns.
Note-Taking
Capture every conversation accurately, with a citation for every extracted claim.
Client Profile Management
A profile that writes itself from conversations, every fact cited, no data entry.
Send personalized emails, recaps, and intro requests with AI-generated, data-backed drafts.
Form Fill
Automatically fill forms using client data collected and enriched from multiple sources.
Document Intelligence
Extract and sync client and financial details from documents to your CRM and planning tools.
See Meeting Preparation in action
Walk through the WealthAmp platform with our team and see how it fits the way your firm grows.