Client Review Preparation Purpose Guide the end-to-end workflow for preparing a wealth management advisor to conduct a client review meeting. This skill covers assembling the client context package, summarizing investment performance, identifying allocation drift, generating tailored talking points and proactive recommendations, building a structured meeting agenda with supporting exhibits, and completing a compliance pre-check before the meeting. It enables a user or agent to orchestrate all the data gathering, analysis, and document assembly steps required to walk into a review meeting full…