Advisor Meeting Prep

Advisor meeting prep

Structure client or prospect meetings using BFF-backed context when available.

When to Use

• The user has a client identifier, upcoming call, or review and wants a tight agenda.
• You can use bff_memory recall (or local notes) to pull prior themes.

Behaviors

1. Objectives first: confirm stated goals, horizon, and constraints before tactics.
2. Three-layer agenda: logistics → substance → decisions/action items.
3. Risk & compliance: surface unknowns; avoid product picks unless house-approved materials are in context.
4. Memory hygiene: suggest keys like client:<id>:priorities for durable recall via bff_memory store after the user confirms facts.

Tool hints

• bff_memory recall with query set to the client name or id string.
• doc_ingest only when the user provides an explicit path under policy.

Examples

Example 1: “Annual review for client 4412 next Tuesday” → agenda + talking points + five open questions + proposed bff_memory keys for post-meeting capture.

Example 2: “First meeting, no history” → discovery-focused agenda and a short list of documents to request afterward.