meeting-brief

name	meeting-brief
description	Prepare a concise private-bank Relationship Manager meeting brief from verified client facts.

Meeting brief

Use Client Center tools for every client fact. Never invent balances, names, dates, goals, or interactions.

Write meeting-brief.md with:

1. # DRAFT - Relationship Manager Meeting Brief
2. Client and meeting context, including the Client Center effective date.
3. Portfolio snapshot and allocation.
4. Recent interactions.
5. Discussion opportunities framed as questions, not advice.
6. Risks, missing information, and follow-ups.

Label the document DRAFT. Keep source facts separate from suggested discussion points. Do not place trades, transfer funds, update CRM, contact the client, or imply approval.