prepare-client-meeting

From README

Prepare a Client Meeting Produce a short brief the advisor can walk into the room with — current facts dated, commitments separated from context, and gaps named. Workflow Resolve the person, household, and meeting. Use the meeting purpose and recent relationship history to decide which sources are relevant. A prospect intro and an annual review need different evidence; do not gather everything by default. Start from Wealthbox — contact and household records, important dates, notes, prior interactions, open tasks, active workflows, events, and opportunities. This is the spine of the brief and the only source for what has actually been filed and committed to. Enrich where the meeting purpose warrants it. Pull external data only where it changes what the advisor should say; retrieving everything available produces a document nobody reads before a meeting. An annual review wants the full picture — portfolio snapshot, plan progress, prior recommendations, all open commitments.