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Relay
12 findings

Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Meetings

Tuesday. Each client meeting has a review pack built from the client file.

Meeting prep

I read 4 meetings on Margaret Ellison's calendar and 2 client files. 2 review packs built; 2 briefings assembled; 1 prospect notes; 1 pointed at the queue it serves.

How I got there
  1. 1. YouRead each calendarTime, title, kind and purpose, from the advisor file.
  2. 2. ClientRead the client file behind each client meeting2 files: goals with a gap, decisions with allowed and blocked counts, open items, documents.
  3. 3. AgentBuilt a review pack and a briefing per client meetingWhat changed, observed apart from inferred, what could not be established.
  4. 4. YouLeft the conversation to the advisorNothing is drafted for the client here.

Margaret Ellison, New York

  1. 9:30ClientRenner quarterly call Client callQuarterly check-in; the property sale is new since last timeAgentReview pack for Renner familyBriefing: what you do not yet know
  2. 11:00YouReferral intro ProspectFirst conversation, introduced by the RennersProspect: Co-founder of a Series D software company. Late-stage funding round; a sale or IPO likely in 12 to 24 monthsProspect notes
  3. 2:00ClientAlcott annual review Client reviewAnnual review; required withdrawals start next yearAgentReview pack for Alcott familyBriefing: what you do not yet know
  4. 4:30YouTeam huddle InternalEscalated paperwork and today's service queueEscalated paperwork