The First Meeting Is Too Expensive to Waste
If you run a financial advisory practice — whether you manage investments, offer retirement planning, or provide wealth management services — you already know this problem. A potential new client reaches out. You schedule a meeting. You spend the first thirty, sometimes forty-five minutes asking the same questions you always ask. What do you have in savings? What are your goals? How would you feel if your portfolio dropped twenty percent? Do you have existing investments, insurance, a pension?
By the time you have enough information to actually give useful advice, half the meeting is gone. And if the prospect turns out to be a bad fit — wrong asset level, unrealistic expectations, or looking for a service you do not offer — that time is simply lost.
This is the problem the Financial Advisory Client Qualification Suite is built to solve. It is a bundled set of TaskMaster agents that handle the entire pre-meeting intake process — automatically, without you being involved — so that when you do sit down with a prospect, you already know who they are, what they need, and whether they are a good fit.
What Is a TaskMaster Agent, Exactly?
TaskMaster Agents are AI-powered tools that a business sets up once. You tell the agent what task to do — screen a person, collect information, generate a document, check a background — and the agent goes and does it. You pick a workflow, send the agent, and get the result back. No coding. No technical setup. You configure it, and the agent handles the rest.
The face of these workflows is Maya. Maya is an AI agent with a real avatar — not a chatbot, not a basic form. She can appear on video, conduct a one-way presentation, or hold a two-way live conversation. Maya meets the prospect on your behalf, asks the right questions, collects the answers, and sends you a structured result. You do not need to be present. She runs the intake, and you receive the outcome.
This is AI intake automation built specifically for professional services — and it works from any device. The prospect does not need to install an app or create an account. They receive a link, Maya appears, and the process begins. That is the convenience of delivery at the heart of how this platform works.
What the Workflow Actually Does
The Financial Advisory Client Qualification Suite runs as a straight workflow — each step feeds into the next, automatically. Here is what happens from the moment a prospect submits an inquiry to the moment you receive your briefing.
First, the qualify_prospect tool evaluates the prospect against your practice's criteria. It assesses whether they meet your minimum thresholds — asset levels, advisory needs, geographic requirements — and assigns a rating: Hot, Warm, or Cold. You only go further with prospects who meet the bar.
Next, draft_intake_questions generates a personalised set of questions based on what that specific prospect has already indicated. Rather than a generic questionnaire, the agent builds questions tailored to their profile — retirement timeline, business ownership, inheritance, whatever applies.
Then extract_requirements reads through their answers and pulls out the structured data your advisory process needs: investment goals, risk appetite, time horizon, existing assets, income sources, and any constraints or concerns they have mentioned.
The run_knowledge_assessment tool then gives you a clear picture of the prospect's financial literacy level — do they understand market risk, compounding, diversification? This shapes how you communicate in the first real meeting and prevents you from pitching solutions they are not ready to understand.
The web_search tool runs a background check on publicly available information about the prospect — professional history, business activity, public records — adding context your intake form alone would never surface.
Finally, generate_intake_summary compiles everything into a clean briefing document: who this person is, what they need, how financially literate they are, whether they are a strong fit, and what your first conversation should focus on. You open the summary. You walk into the meeting prepared.
You can explore the full range of available tools at the TaskMaster tool catalogue.
What Tools Are in This Bundle
- qualify_prospect — Evaluates a prospect against your practice criteria and returns a clear fit rating (Hot, Warm, or Cold) so you know immediately whether to proceed.
- draft_intake_questions — Generates a personalised set of intake questions tailored to the individual prospect's profile and indicated needs.
- extract_requirements — Reads through the prospect's answers and pulls out the structured financial data your advisory process requires.
- run_knowledge_assessment — Measures the prospect's financial literacy level so you know exactly how to pitch your approach in the first meeting.
- web_search — Searches publicly available information to surface professional background, business activity, and relevant context about the prospect.
- generate_intake_summary — Compiles all outputs into a single, clean briefing document ready for you before the meeting begins.