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Using AI to Prepare for Client Meetings

Use AI to uncover deeper client needs and spark meaningful conversations.

Welcome to Advisor AI Education 101 — your weekly 5-minute lesson to help you harness AI in client work.

This Week’s Focus: Preparing for Client Meetings

Prompt

Skip the Brainstorming, enter this prompt to help you prepare for client meetings: You are acting as a research assistant for an exit planning advisor.I am preparing for a discovery meeting with the owner of a privately held [type of company] with approximately [$XX] in annual revenue.

Please do the following:

  • Generate 5 thoughtful, open-ended discovery questions I can ask the owner.

    • Focus on uncovering risks or opportunities in leadership, customers, financials, and operations.

    • Phrase each question in clear, conversational language suitable for a business owner.

  • Provide a short explanation under each question (1–2 sentences) describing why that question matters in the context of exit planning.

  • Suggest 2 follow-up probes I could ask if the owner gives a short or vague answer.

  • Format the output as a clean numbered list with bolded questions, indented explanations, and italicized follow-up probes.


Why it Matters

Open-ended questions uncover deeper client needs and spark meaningful conversations. ChatGPT can help you brainstorm or refine these questions ahead of time, so you walk into every meeting prepared to listen, learn, and build trust.

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