Walking into a client meeting well-prepared makes a huge difference. AI can help you get ready in minutes.
Pre-meeting prep workflow:
- Pull the client’s last 3 months of financials
- Paste into AI with the prompt: ‘You are a financial advisor preparing for a quarterly review. Analyze these financials and identify the 5 most important talking points, any concerns, and 3 proactive recommendations.’
- Review the output and add your own insights
- Ask AI to draft an agenda based on the talking points
What you get: A focused agenda, key insights ready to discuss, and recommendations that show you are thinking ahead — not just reporting the past.
Client perception: Clients notice when their accountant comes prepared with insights rather than just numbers. This is how AI helps you move from compliance work to advisory work.