01
Build the review agenda
Run the compiled prompt with sanitized review information, then check the agenda against the client file and firm requirements.
Made for Financial Advisors
Build a Decision-Focused Review Agenda
Also useful for: people in Finance
10 min
Beginner
Decisions
Make a Financial Decision
Need to Make a Decision
Organize review materials into clear priorities, decision points, questions, and follow-up actions.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Focus annual reviews on choices that need attention instead of spending the meeting recapping information without reaching decisions.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
Make Your Play
Build a Decision-Focused Review Agenda
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Enter the total number of minutes available for the review.
Paste sanitized notes, relevant account details, goals, and prior review context.
0/10000
List recent life, work, family, income, spending, or financial changes that may affect the plan.
0/10000
List unfinished tasks, prior commitments, owners, and known deadlines.
0/10000
List the account questions, concerns, tradeoffs, and decisions raised by the client.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Build the review agenda
Run the compiled prompt with sanitized review information, then check the agenda against the client file and firm requirements.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Paste concise, current notes. Remove names, account numbers, login details, Social Security numbers, and other identifying information. Review the result before using it with a client.
Advanced instructions
Add internal priority labels, known deadlines, meeting constraints, and any required review topics. Adjust the final agenda to match firm procedures and approved language.
Use this when
You have an upcoming client review and the file contains several updates, questions, goals, or unfinished tasks competing for attention.
You'll need
- Meeting length
- Client notes and account details
- Recent changes
- Open tasks
- Client questions
You'll get
- Agenda sections totaling the planned meeting length
- Three to five priorities ranked by urgency and impact
- A clear question or decision for every priority
- Unknown or conflicting details clearly labeled
- Follow-up actions with owner and due-date placeholders
- Routine updates moved out of decision time
By the end of this playbook
You will have:
- Agenda sections totaling the planned meeting length
- Three to five priorities ranked by urgency and impact
- A clear question or decision for every priority
- Unknown or conflicting details clearly labeled
- Follow-up actions with owner and due-date placeholders
- Routine updates moved out of decision time
Examples
Progress 1 of 1