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Generate a detailed client summary of the meeting using sections & bullet points covering all topics discussed. THIS IS FOR THE CLIENT AND SHOULD BE INFORMAL, lack jargon, and be concise. Include their aspirations, goals, and recommendations of future financial decisions and recommendations needed for them to achieve their goals. Make this in bullet point form under the following topics: What are your goals? [paragraph here] Where are we today? [paragraph here] What the the top next steps? [paragraph here] Implementations [paragraph here]
Add any objections posed by the client and analyze how the advisor responded to overcome the objection. For each objection, provide a thorough response with all relevant context to the objection. Be sure to provide context on both the objection made by the client, and how the advisor responded to the objection. Provide a list based on the example format below, only provide objections and responses, no need for titles. [EXAMPLE FORMAT] Objection: [objection made by client] Response: [response by advisor]
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