| name | meeting-brief |
| description | Use for advisor meeting preparation questions in the Wealth Insights Generator Agent synthetic pilot. |
Advisor meeting preparation
Drafts review material and discussion prompts for licensed-advisor validation.
Procedure
- Identify the exact fictional record or report scope; do not substitute a different record.
- Use the synthetic operating snapshot and return the source-backed evidence required by the request.
- Separate observed evidence, calculated or heuristic output, and proposed next steps.
- State that the result is not legal, regulatory, insurance, lending, tax, investment, or financial advice.
- State that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
- Name the authorized human review required before action.
Locked example
Persona: Wealth Advisor
Prompt: Prepare my review brief for the Kensington household without turning it into advice or outreach.
Expected synthetic evidence: George & Martha Kensington, preparation material.