For financial advisors & wealth managers
Walk into every first meeting already knowing who you’re sitting across from.
Type a name. Brief researches your prospect across the open web and hands you a discovery-ready briefing — background, likely priorities, common ground, and the questions that build trust — so you show up prepared instead of scrambling.
Brief is an AI research tool financial advisors use to prepare for a first meeting with a prospect or referred lead. Type their name, and it returns a discovery-ready briefing in seconds — background, likely priorities, common ground, and smart opening questions. It’s pre-meeting background context to help you show up prepared and ask better questions — never an eligibility, suitability, credit, or insurance decision.
The pain
A first meeting is trust-or-lose, and prospects can tell within minutes whether you actually prepared for them. Even a warm referral isn’t a free pass.
How it’s done today: Today it’s LinkedIn, the intake form, and a quick Google — 10 to 15 minutes per prospect when there’s time at all, and uneven across a full calendar.
By the numbers
5.3 hours a week just on meeting prep
Advisors spend 5.3 hours a week preparing for client meetings, on top of 8.8 hours in the meetings themselves (Kitces Research) — a full workday lost to prep alone.
Source: Kitces Research, 2019 →96% research you before they hire
Even with a referral, 96% of prospects research an advisor online before making a hiring decision, and 97% plan to interview multiple advisors (Wealthtender, 2025) — they’re comparing you.
Source: Wealthtender, 2025 →11–14 questions make the best discovery
Across 519,000 analyzed calls, asking 11–14 well-placed discovery questions correlated with the best outcomes (Gong) — and sharp questions come from preparation.
Source: Gong →Under 30% of time actually selling
Reps spend less than 30% of their time actually selling; roughly 70% goes to research, admin, and data entry (Salesforce State of Sales, via Landbase) — prep quietly eats the week.
Source: Salesforce, via Landbase →How to use Brief as an advisor
- 1
Type the prospect’s or referral’s name (add their company or city to disambiguate).
- 2
Get their background, likely priorities, common ground, and discovery questions that build trust — every claim sourced.
- 3
Use it to make the first meeting feel prepared and personal — as background context only, never an eligibility decision.
Brief vs. doing it manually
10–15 minutes of Googling per prospect
A discovery-ready briefing in seconds
Sorting the real person from namesakes
A focused, sourced read
Uneven prep across a full calendar
Consistent prep for every first meeting
Half-remembered details
Common ground and questions, ready to use
Why Brief is better
- →Discovery-ready in seconds: background, likely concerns, common ground, and opening questions.
- →Recent and relevant, never the creepy over-personal stuff — critical when trust is the product.
- →Consistent prep for every prospect, not just the big ones.
Straight answers
I can just Google them myself.
You can — and you’ll burn 10–15 minutes per prospect, then more time sorting the real person from the namesakes. Brief does that scan across the open web in seconds and hands you a structured briefing, not 14 open tabs.
Isn’t profiling people I’m meeting creepy?
Brief only compiles information already public on the open web, labels every brief as AI-generated background that may be inaccurate, and offers a no-login takedown. It’s the same homework a diligent advisor already does — just faster and cited.
Can I use this for KYC, suitability, or deciding who to take on?
No — and Brief is built that way on purpose. It’s pre-meeting background to help you show up prepared and ask better questions, never an eligibility or credit/insurance/employment decision. Acceptable-use terms prohibit that.
Frequently asked
How do I prepare for a first meeting with a prospective client?
Get a quick read on who they are, what likely matters to them, and some common ground — then prepare a handful of open discovery questions. Brief turns a name into that briefing in seconds, so a first meeting feels prepared and personal, which is exactly what builds trust early. Use it as background only, never as an eligibility decision.
How do I research a referral before a discovery meeting?
Even a warm referral compares you — 96% research an advisor online before hiring and 97% interview multiple advisors (Wealthtender, 2025). Type the referral’s name into Brief and you get their public background, likely priorities, and smart questions in seconds, so you show up as the advisor who clearly did the homework.
What questions should I ask in a discovery meeting?
Open-ended, specific questions outperform generic ones, and asking 11–14 well-placed questions correlates with the best outcomes (Gong, across 519,000 calls). Brief suggests discovery questions grounded in what it found about the person, so you can tailor the conversation instead of running a script.
Is it compliant to use Brief for client prep?
Brief is meeting-preparation background drawn from public information, explicitly labeled AI-generated and possibly inaccurate. It is not for KYC, suitability, eligibility, credit, insurance, or employment decisions — its acceptable-use terms prohibit that. Used as conversation prep, it keeps you on the right side of that line.
Other use cases
In a trust business, preparation is the pitch.
Type a name. Get a discovery-ready briefing in seconds — your first one’s free.
Brief your next prospect →