Tim will show:

• How he moves prospects from a structured intro call to a first conversation where he uses a preliminary agenda, interview guide, and story deck to explain his value without it feeling like a sales pitch
• What happens in the “engagement” meeting where most prospects decide to hire his firm — including why his team pops a bottle of champagne halfway through
• The “Get Connected” checklist his team uses after a client signs on to finish account setup, update beneficiaries and contacts, and introduce clients to their digital tools

Michelle will show:

• The three open-ended discovery questions she uses to surface a client’s goals, retirement concerns, and vision
• The card-sorting exercise clients complete paired with a physical deck of cards they keep and can use with their family
• How the exercise results get built into the client’s first-year advice summary letter and included in every annual meeting afterward

Rebecca will show: 

• How she decides which of a full plan’s recommendations go in each phase, so clients know what to tackle first (and what can wait) 
• How she assigns ownership of each task between the client and her team, and tracks progress 
• How unfinished items carry forward and resurface at the next meeting, so nothing gets overlooked 

Michael will show: 

• How he models a client’s marginal and capital gains tax brackets to estimate the real cost of selling an appreciated position today 
• The side-by-side comparison he builds showing the limited dollar benefit of deferring the sale that’s going to eventually happen anyway 
• How he uses this analysis to reframe the conversation around tax savings versus what is really just tax deferral 

Tony will show:

• Why he waits a year to raise purpose and identity with clients, and the exact script and conversation guide he uses to open that conversation when he does
• The 3 worksheets that get clients talking: a “halftime” exercise that frames the years ahead as a second half, a checklist where clients pick the traits they’ve seen in people who do (and don’t) retire well, and a GPS framework to help clients define their gifts, passions and skills
• How he carries the retirement-purpose conversation forward to become part of the ongoing client relationship

Adam will show:

• How he built his firm’s brand voice, fonts, and compliance guardrails into Claude
• How he’s trained the AI to ask him clarifying questions (format, level of detail, how math-heavy to go) before it builds each deliverable
• The finished, branded PDF his AI agent produces, designed so clients can easily understand it