Financial Planning Meeting Automation Tool

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Financial Planning Meeting Automation Tool

Inspired by a conversation on:

The Perfect RIA

The Perfect RIA

Encore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees

Host: Jamie Shilanski

Timestamp: 00:31:09 - 00:32:30

Listen to Episode • View Podcast • All Ideas from The Perfect RIA

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Direct Quote

"We started asking these questions, getting them from the clients ahead of time, the advisors for appointment prepping, going through the list of questions."

Market Gap

Advisors lack efficient ways to prepare for client meetings.

Preparing for client meetings is a critical task for financial advisors, but many struggle with managing the information flow and ensuring they address all client concerns effectively. Without a systematic approach to gathering and organizing client questions and meeting agendas, advisors can find themselves overwhelmed and unable to provide the best service. This inconsistency can lead to client dissatisfaction, missed opportunities for engagement, and ultimately, loss of business. A tool that streamlines the preparation process would allow advisors to focus on delivering quality service instead of administrative tasks.

Summary

This idea proposes a tool that automates the meeting preparation process for financial advisors. The tool would enable clients to submit questions and topics for discussion prior to their meetings, allowing advisors to tailor their agendas accordingly. It could also integrate with existing CRM systems to pull relevant client data, ensuring that advisors are fully prepared for each meeting. By optimizing the preparation process, this tool would enhance the client experience and allow advisors to make the most of their time together, ultimately leading to better outcomes and higher client satisfaction.

Categorization

Business Model
SaaS
Target Founder
Technical
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$5,000 - $12,000 MRR
Moderate (Most Likely)
$15,000 - $30,000 MRR
Optimistic
$35,000 - $50,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
9/10
Novelty
7/10
Feasibility
8/10
Market Potential
8/10
Evidence
7/10
Overall
7.8/10
Found on October 3, 2025 • Analyzed on October 3, 2025 9:36 AM

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How should I validate this saas idea before building it?

2:34 PM

Great question! For a saas idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Technical to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

Would you like me to help you create a specific validation plan for your medium difficulty idea?

2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

Based on your idea's complexity and 3-6 months, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
  • Consider your technical background and available $1,000-$10,000
  • Plan for scalability from day one

I can help you create a detailed technical roadmap and resource allocation plan...

2:37 PM

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