Made for Financial Advisors
Lead a Review That Ends in Clear Decisions
Also useful for: people in Finance
75 min
Advanced
Communication
Communicate Better
Comparing Financial Options
Run a structured client review that turns new facts, financial progress, and competing priorities into clear decisions and owned follow-up.
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Use this when
You have a client review coming up that involves changed circumstances, unresolved priorities, competing financial choices, or several people responsible for follow-up.
You'll need
- Review scope
- Client context
- Client updates
- Prior commitments
- Current financial picture
- Planning assumptions
- Decision agenda
- Constraints and boundaries
You'll get
- A material-change brief with facts and unknowns separated
- Every prior commitment assigned a current status
- Each planning assumption confirmed, changed, or flagged
- A ranked agenda of decisions, deferrals, and education topics
- Every material tradeoff framed without unsupported conclusions
- A decision record with rationale and unresolved conditions
By the end of this playbook
You will have:
- A material-change brief with facts and unknowns separated
- Every prior commitment assigned a current status
- Each planning assumption confirmed, changed, or flagged
- A ranked agenda of decisions, deferrals, and education topics
- Every material tradeoff framed without unsupported conclusions
- A decision record with rationale and unresolved conditions
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Review scope: Annual comprehensive review Client context: I am meeting with Sam and Robin, both age 58. They want to revisit retirement timing and possible support for Robin's mother. Client updates: Sam received a larger bonus. Robin may reduce her work schedule next year. Caregiving costs are still unknown. Prior commitments: I was to model retirement at 62 and 65. Sam was to provide a pension estimate. Robin was to confirm the mortgage balance. Current financial picture: The reserve is below target. The retirement model is incomplete without pension data. The mortgage remains outstanding. Planning assumptions: Retirement at 65, stable income until retirement, and no recurring family support. Decision agenda: Decide how to treat the bonus and whether retirement scenarios need to include family support. Constraints: Pension data and caregiving estimates are missing. Tax effects need CPA review.
Sample assembled prompt
Executive Review Brief The review should... The immediate decision is how much... Priority Decisions 1. Decide whether to hold the bonus... 2. Decide whether to add a... 3. Defer any retirement-date conclusion until... Tradeoff Frame Option A: Hold the... - Strength: Preserves flexibility while income... - Cost: Delays mortgage reduction or... - Favors: A preference for flexibility... Option B: Allocate part of the... - Strength: Advances another goal while... - Cost: Requires agreement on a... - Favors: A preference for balanced... Decision Record - Decision: Deferred until... - Missing evidence: Caregiving estimate and... - Owner: Robin will gather a... Sam will provide the mortgage balance. - Review point: Within two weeks. Action Register - Sam: Send pension... - Robin: Gather a preliminary monthly... - Advisor: Update retirement scenarios after... - Advisor: Coordinate tax questions with...