Meeting intelligence for wealth firms

The accounts transfer.
The understanding doesn't.

A senior advisor retires. A book changes hands. A newer advisor meets a household for the first time. The accounts move perfectly, and what the last advisor knew about the person doesn't. Advisor Innovation Lab turns the notes your firm already has into a two-page brief the advisor reads before walking in.

Request a preview invite Read a sample brief · 2 minutes

A client's life arrives in pieces.

Notes, comments, questions in passing. Clients bring more than numbers. They bring life context, and it scatters.

A client mentions a health scare in March.

In June, in passing: "I wish I had more time with family."

In September, a question about long-term care insurance.

Three notes, in three different places, captured in different ways.
Read one at a time, they're overlooked.
Read together, they're a client quietly rethinking retirement.

Connecting them means spotting a pattern across months.

The CRM holds each note.

The notetaker captures each meeting.

Neither one reads across them, and an advisor with fifteen minutes before the next meeting rarely gets the chance to.

The information is all there, and the picture isn't.

Wealth management doesn't have a data problem. It has an interpretation problem.

Some pieces are signals.

Life transitions, relationships, money, identity, goals. What may be happening beneath the surface starts to show.

transitions relationships money story identity goals

Connected, they tell a story.

Follow the line. This is how an experienced advisor connects the dots, and it usually takes decades of experience to see.

The deeper understanding

They are asking for permission to slow down, and for proof they will still be safe.

Firm growth creates client handoffs, and handoffs create risk.

11 to 22%of assets lost when an advisor changes firms (Cerulli)

On a $150 million book, that 11 to 22% is $16 to $33 million walking out with the advisor. Every acquisition, succession, referral, and reassignment moves a household to someone who has the file but not the person.

Somewhere in your firm right now, a client is deciding whether to stay. The file won't say which one.

Keep your notetaker. Add the understanding.

AI notetakers

Everything they know about a client comes from recordings of meetings that already happened.

Meeting Intelligence

We spent three years studying how the five hardest client transitions unfold, the way a thirty-year advisor knows them. The brief reads your client's notes against that, before the meeting.

Your notetaker records the past. The brief prepares the advisor for what's next. Nothing gets replaced.

The story becomes meeting guidance.

One short brief: why this meeting matters, what to find out, how to run it, what to avoid. Ready in five minutes.

Not the same judgment. The same preparation.

Meet AskGrAIce · "Ask Grace"

A Meeting GPS. For the few conversations a year that decide whether a relationship continues.

Give it what your firm already knows about a client and an upcoming meeting. It hands the advisor back a two-page brief: what this person is likely going through, what to ask, what to be careful with, and what not to rush.

It runs on AI. The advisor decides everything, and every brief opens by saying what it was built from and what it doesn't know. 0 of 14 advisors thought a general AI tool could have written it.

There's no dashboard to learn. If your advisors can read an email, they're trained.

The Brief

For the fifteen minutes between meetings. Read in five, the morning of.

The Deep Dive

For the day before a meeting that could change the relationship.

Read a sample brief · 2 minutes

Five of the hardest moments in a client's life. We built understanding for each one.

Advisor change

Will the relationship transfer, or just the accounts?

Retirement

Often about identity, not income.

Divorce

Big decisions, no room to think, and no way to undo them.

Loss of a spouse

Grief first. Most decisions can wait. A few can't.

Business exit

Selling the company is also letting go of it.

In development: serious illness · caregiving · wealth transfer · sudden wealth. Preview firms get each one first.

We measured it before we marketed it.

4.91 / 5eleven clients: "would you stay with, or choose, a firm that prepared this way?"

"It was the first time I felt an advisor had actually listened to me."

Client reviewer, comparing a standard meeting to a prepared one

Fourteen advisors and eleven clients reviewed real output, not mockups. Reviewers rating real output is a strong signal. It's not the same as advisors reaching for this before their own meetings, week after week. That's what our field pilots prove next, and it's why the preview is invite-only.

Two wealth firms already pay us for advisor tools we built.

The brief is what they're testing next. Here is how it landed with the people who reviewed it.

"It felt like the system had been in the room during my past client meetings."

Retired wealth advisor and portfolio manager · 33 years in the business · reviewed real output

"I'd want this before every high-stakes meeting. And for younger advisors, I'd suggest they use it for every meeting."

Seth StreeterCo-Founder, Mission Wealth · already a paying client

New advisors need relationship onboarding as well as technical onboarding. It works alongside the notetaker and CRM your advisors already use.

This is the most personal data in your firm, and we treat it that way.

Stripped before it's ever analyzed. Names, personal identifiers, and sensitive details, including medical ones, are removed before any analysis begins.
A full audit trail, built in. Every brief carries a complete record of its reasoning, ready for supervisory and compliance review.
The advisor decides everything. The brief supports professional judgment. Nothing reaches a client without a human choosing it.
Your clients never train anyone's AI. Identifying client data never trains the models and never enters our knowledge base.

How we treat client understanding →

We didn't study this problem. We lived it.

Kathleen Mundy built a business over decades and trusted three advisors with the result. The one who finally knew her retired, and the advisors who replaced him never learned who she was. She left. The money was fine. Being unknown was the problem.

Yasmin Nguyen watched his parents, secure by every number on a statement, come apart in retirement while no one paid attention to the human side of what they were going through.

We didn't build this because the market looked good. We built it because we both saw, from opposite sides, what happens when the money is handled well and the person isn't.

Advising Humans, 28 episodes, hosted by both of us →

This is where trust is built.

A client who feels understood stays, brings more, and refers. That is the whole business case, and it starts one meeting at a time.

We're not looking for customers yet. We're looking for a few firms to build this with.

The brief is built and real. What we're proving next is the habit: advisors reaching for it before their own meetings, week after week. We'd rather prove that with you than in front of you.

The preview is deliberately small. Direct access, direct feedback, and first say in what gets built. The right firms become pilots.

Advisors walk in prepared. Someone at your firm has to share the notes, and tell us when a brief misses.

Request a preview invite

You'll hear back from Yasmin, not a sequence. Not ready? Subscribe to Advising Humans and follow along.

The money side of advice has thirty years of software behind it.
The person side still mostly runs on what one advisor happens to remember.

That is the part we're working on.

Advisor Innovation Lab

The accounts transfer.The understanding doesn't.