An independent financial advisor — Richmond, VA
Eliminating meeting prep time for an independent financial advisor
10+ hours a week on pre-meeting prep. The time was there — it was just going to the wrong thing.
What Was Being Lost
An independent RIA in Richmond was managing $42M AUM across 67 households. Their differentiator was preparation — clients felt heard because they came to every meeting knowing their full picture. The problem: that preparation was taking 45–60 minutes per client meeting, and they were doing 12–15 meetings a week. They were spending 10+ hours a week just on pre-meeting research and summary work, leaving almost no time for business development.
How It Was Built
Built a structured input template: client snapshot, last meeting notes, portfolio changes, life events, current goals. Claude produces a one-page meeting brief in 6 minutes. Prep time per meeting: 50 min → 10 min.
Quarterly and annual letters that used to take 40 minutes per client are now templated and personalized via Claude. 67 letters that previously took a full week take 2 days.
Monthly newsletter and LinkedIn posts explaining market conditions in plain language. Grew their newsletter list from 200 to 530 in 6 months. Two new clients attributed directly to the content.
What Got Done
Timeline
Prep time savings immediate. Business development impact at month 4.
Total Monthly Cost
$40/mo
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