The Prompt
Create a comprehensive annual financial review meeting agenda for client [Client Name]. Meeting details: - Client: [name] - Meeting date: [date] - Duration: [60/90] minutes - Advisor: [name] - Meeting format: [in person/virtual] Life changes to address: - [List any known changes: job, marriage, children, inheritance] Agenda: 1. WELCOME AND RELATIONSHIP CHECK (5 min) - Personal updates - Any major life changes 2. FINANCIAL HEALTH OVERVIEW (15 min) - Net worth update - Cash flow review - Emergency fund status 3. INVESTMENT PORTFOLIO REVIEW (20 min) - Performance review - Asset allocation check - Rebalancing discussion 4. GOAL PROGRESS REVIEW (15 min) - Retirement savings on track? - Education funding - Other goals 5. PLANNING UPDATES (10 min) - Tax planning opportunities - Insurance review - Estate planning updates 6. MARKET OUTLOOK (5 min) - Current conditions - Impact on plan 7. ACTION ITEMS AND NEXT STEPS (10 min) - Advisor action items - Client action items - Next meeting date Include talking points for each section
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How to Use This Prompt
- Click Copy Prompt above
- Open ChatGPT or Claude
- Paste the prompt and replace anything in [brackets] with your own details
- Press Enter and get your result instantly
Pro Tip
The more specific you are when replacing the [brackets], the better your result. For example instead of writing [Job Title] write "Senior Software Engineer with 5 years experience" — specificity is what separates a good AI response from a great one.
This prompt works best with ChatGPT . If you are not happy with the first result, try adding "make it more concise" or "give me 3 alternative versions" as a follow-up message.