AI-Generated Client Summary Elements

1. Basic Information

• Client demographics and contact details
• Family composition and key relationships
• Professional background and current occupation

2. Financial Overview

• Portfolio value and asset allocation
• Investment performance metrics
• Risk tolerance assessment
• Cash flow analysis

3. Goals and Planning

• Short-term financial objectives
• Retirement planning status
• Estate planning considerations
• Tax optimization opportunities

4. Engagement Analysis

• Meeting frequency and interaction history
• Communication preferences
• Service satisfaction indicators

5. Action Items