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What is a Client Review?

A client review meeting is the cornerstone of the wealth management relationship. Typically held quarterly or semi-annually, it is a structured conversation where the advisor and client review portfolio performance, discuss life changes, address concerns, and plan next steps. The meeting is as much about relationship management as it is about numbers — clients want to feel heard, understood, and confident that their financial life is on track. Preparation is everything. An advisor who walks in knowing the client’s performance, allocation drift, upcoming life events, and proactive recommendations demonstrates competence and care. An advisor who fumbles through numbers loses trust.

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Command

/client-review [client name]
Loads the client-review skill and prepares a meeting package with performance, allocation, and talking points.

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What It Produces

  • Portfolio performance table (QTD, YTD, 1-Year, 3-Year, Since Inception) vs. benchmark
  • Performance attribution (top 3 contributors and detractors)
  • Current vs. target allocation table with drift analysis
  • Meeting agenda with talking points
  • Proactive recommendations (rebalancing, TLH, Roth conversions, insurance review)
  • Action items from prior meeting (if available)

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How to Customize

Edit the client-review skill to match your firm’s meeting format, add standard agenda items, or include compliance-required disclosures. See the Client Review skill for the full workflow and output format.