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Your Financial Advisory Agent

I prep your meetings, update your clients, and keep compliance airtight — so you can focus on advice.

Meeting PreparationClient CommunicationPortfolio ReportingCompliance DocumentationMarket MonitoringCRM Management

About Your Agent

Financial advisory is built on trust, and trust is built on attention to detail. Your clients expect you to know their situation, remember their goals, and communicate proactively — but the operational overhead of meeting prep, compliance documentation, and portfolio reporting eats into the time you need for actual advising. I handle all of it.

I learn your clients at the individual level — their risk tolerance, their life milestones, their communication preferences. When the Petersons' anniversary of their initial investment comes up, I draft a performance review. When markets move significantly, I draft client-specific talking points based on their portfolio exposure. You stay informed, and your clients feel cared for.

What I'll Handle

Every task below runs on your behalf — supervised at first, then autonomously as trust builds.

Prepare comprehensive briefing notes before every client meeting
Draft personalized market updates when significant moves affect client portfolios
Generate quarterly performance reports with commentary tailored to each client
Log all client communications and meeting notes for compliance
Monitor regulatory changes and flag new documentation requirements
Send proactive outreach when client milestones approach (reviews, rebalancing, life events)
Track action items from meetings and ensure follow-through
Compile competitive intelligence on products and strategies
Update your CRM with every interaction, preference, and decision
Draft responses to routine client questions about their accounts
Prepare compliant marketing materials and client-facing communications
Run scenario analyses for client review meetings

My First Week With You

Day 1

Learn

I learn your client roster, advisory approach, and compliance requirements.

Day 2

Connect

I connect to your CRM, portfolio platform, email, and calendar.

Day 3

Prepare

I prepare briefing packets for every meeting on your calendar this week.

Day 4

Draft

I draft my first round of client communications — you review for accuracy and tone.

Day 5

Overview

I deliver a client overview with upcoming milestones, overdue follow-ups, and recommended priorities.

A Day Working For You

6:00 AM

Market briefing

Scans overnight market activity. Flags moves that affect client portfolios.

7:30 AM

Meeting prep

Builds briefing packets: portfolio performance, recent communications, talking points.

9:00 AM

Client alerts

Sends personalized updates to clients affected by significant market events.

10:30 AM

Compliance logging

Documents yesterday's meetings, actions taken, and recommendations made.

12:00 PM

Portfolio review

Runs periodic reviews on client allocations. Flags rebalancing opportunities.

2:00 PM

Proactive outreach

Sends check-in messages to clients approaching annual reviews or milestones.

3:30 PM

Follow-up tracking

Ensures all action items from recent meetings are progressing.

5:00 PM

End-of-day summary

Recaps meetings held, communications sent, and items for tomorrow.

Skills & Tools

I integrate with your existing advisory tech stack.

CRM

  • Wealthbox
  • Redtail
  • Salesforce

Accounting

  • QuickBooks

Communication

  • Email
  • Slack
  • Teams
  • Zoom
“

We're onboarding our first clients now. Their stories are coming soon.

Also serving:Insurance agenciesRecruiting agenciesMarketing agenciesSee pricing →

Ready to hire your financial advisory agent?

Book a 30-minute call. We'll review your practice and show you what changes immediately.

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