Invite-only preview · a small group of firms in the US and Canada

We built the brief. Now we need to know if advisors reach for it.

The Meeting Intelligence Brief is built and working. What we're proving now is the part that matters most: that advisors reach for it before their own client meetings, week after week.

We'd rather prove that with a handful of firms than in front of them. That's what this preview is.

Request an invite
3–5advisors
8–12real meetings, already on the calendar
6–8weeks
15 minwith us, each week
Then you decide.About a quarter, start to finish

Not every firm should do this. Here's who should.

This is for you if

  • A senior advisor is retiringAnd their households are about to meet someone new.
  • You're growing by acquisitionAnd every deal hands clients to advisors who don't know them yet.
  • You're ramping newer advisorsAnd they need client instinct faster than experience usually allows.

This probably isn't for you yet if

  • You want a notetakerKeep the one you have; we work alongside it.
  • You want to buy finished software todayThis is early on purpose.
  • Nobody at your firm has time to give feedbackThat's the one thing we actually need.

Firms in the preview typically have ten to seventy-five advisors and serve affluent households. The person we work with is usually the owner, managing partner, or head of practice management: someone who owns client retention and advisor development, and can say yes.

Timing matters more than readiness. If one of those transitions is already on your calendar this quarter, that's the moment this is worth testing. Those are the few conversations a year that decide whether a relationship continues, and they happen whether or not anyone is prepared for them.

Work with firms rather than inside one? If you're a consultant advising wealth firms and you see this same problem from your side, we'd like to hear from you. Use the same form and tell us how you work with firms.

What you give, what you get.

What we ask of you

  • Three to five advisors, and eight to twelve real meetings already on their calendars.
  • Whatever context you already have on those clients, even if it's thin. Real briefs have been built from a single write-up. No new data entry.
  • Honest reactions, including the briefs that miss.
  • Fifteen minutes a week with us while it runs.

What you get

  • Briefs and Deep Dives for the meetings that matter most.
  • New transitions first, as each one becomes available.
  • Direct line to the founders. No support queue.
  • First say in what gets built, and in how it fits your workflow.

Preview firms are founding firms in the real sense. What you tell us shapes what gets built, and in what order.

Preview firms pay to take part. We'll walk through the number once you've seen a brief for one of your own clients, so you're deciding with something real in front of you.

If it's working by the end, we'll talk about continuing. If it isn't, we want to know that even more, and you'll have cost yourself a few conversations and taught us something we couldn't learn any other way.

Four steps, no mystery.

  1. 01

    A conversation

    Thirty minutes with Yasmin. What's happening at your firm, what you'd want this to solve, and whether we're a fit. No deck, no demo, and no notetaker in the room. We'd rather listen properly.

  2. 02

    A brief for one of your clients

    We prepare one for an actual upcoming meeting, focused on whichever situation you named: the retirement, the handoff, the acquired household. You see it on a client you know, not a sample.

  3. 03

    Agree what good looks like

    Before anything starts: three to five advisors, eight to twelve real meetings, and what would make this worth continuing. We write it down together, so nobody is guessing at the end.

  4. 04

    Six to eight weeks

    Those advisors, those meetings, with a fifteen-minute check-in each week. We handle setup: today that means a secure intake rather than a live CRM connection, and founding firms help decide which connectors come first.

Then we compare what happened to what we agreed in step three, and you decide whether to keep it.

Start to finish, that's about a quarter. Short on purpose. A preview that drags into next year stops being a decision and becomes a project nobody owns.

Six weeks won't prove retention. Here's what it will prove.

  • Whether your advisors open the brief before meetings, and are still doing it in week three.
  • Whether it caught something they would have missed.
  • Whether it got used inside the meeting, not just read beforehand.
  • Whether it gave them something their notetaker and CRM didn't.
  • Whether they'd keep using it if we stopped asking.
  • Retention.Not in six weeks

And what it won't

Retention. Client relationships play out over years, and anyone who tells you a six-week pilot proved a retention number is selling you something.

What a preview can prove is whether your advisors use this, and whether it changes how the conversation goes. The retention case is built on top of that, over time, with your own numbers rather than ours.

We'll also agree, before it starts, what would have to be true for your firm to continue, and who needs to be part of that decision. Not to rush you. Because knowing the path beats discovering it three months later.

Before you raise this internally: client materials come in through a secure intake, identifying and sensitive details are stripped before analysis, and every brief carries a full audit trail your compliance team can review. Your clients never train anyone's AI. We'll walk your team through the whole data path in step one.

Need to bring someone else into this? Tell us in the form and we'll send what you need for that conversation, whether it's your COO, a partner, or compliance.

How we treat client understanding →

Tell us a little about your firm.

Name and roughly how many advisors.

A sentence is plenty.

You'll hear back from Yasmin within two business days. No sequence, no sales team.

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

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

Two wealth firms already pay us for the assessment and behavioral tools we built for their advisors. Fourteen advisors and eleven clients have reviewed real briefs and rated them above four and a half out of five. The one thing none of that proves is weeks of real use by advisors like yours. That's exactly what this preview is for.

Every week, somewhere in your firm, a client is quietly deciding whether to stay. The preview is a chance to change what they decide, starting with the next few meetings.

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