Meeting Prep Score

How prepared are you to wow the client in your next meeting?

25%

Firms using digital tools and standardized workflows spent approximately 25% less time per client on operations than the median firm.

Schwab 2025 RIA Benchmarking Study · 1,288 firms · $2.4T AUM

Answer 6 questions. Find out which prep tier your practice sits in and what advisors one tier above you do differently on Monday morning.

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Your Meeting Prep Score

Six questions. Answer from memory. Takes 90 seconds.

Question 1 of 6 0%

Question 1 of 6

Do you have a written prep process you follow before every client meeting?

Question 2 of 6

Can you pull a full client summary in under 2 minutes without opening more than one system?

Question 3 of 6

Do your meeting notes go into your CRM the same day as the meeting?

Question 4 of 6

Before a review meeting, do you review what was promised at the last one before you get on the call?

Question 5 of 6

Is your prep time for a standard review meeting consistently under 20 minutes?

Question 6 of 6

After a client meeting, do you have a defined process for sending follow-up within 24 hours?

Meeting prep, done automatically before every meeting.

SmartAdvisorX pulls your last meeting notes, open action items, and client context and builds your brief automatically — before you open your calendar. Built for independent advisors. $99 per month.

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