Overview
The Prepare for Meeting button helps advisors turn RISR insights into practical talking points for client presentations and meetings.
Use the generated talking points to focus the conversation on the business owner's goals, risks, opportunities, and next steps instead of starting from a blank page.
What You Can Use It For
- Prepare for client review meetings with business-owner-specific prompts.
- Translate RISR report insights into discussion points that are easier to present.
- Identify follow-up questions and planning opportunities before the meeting begins.
Watch the Walkthrough
Watch the video above to see how the Prepare for Meeting button generates talking points and how to use them in your next client conversation.
Review the talking points before your meeting and tailor them to the client's situation, presentation style, and planning priorities.