Who this is for
Financial advisors and planners who discuss goals, risk tolerance, and life changes and need an accurate, compliant-minded record of what was actually said.
The moment this saves you
Right after a client meeting their goals, their risk tolerance, and the new baby that just changed the whole college-savings picture are fresh, and if I don't get it down the file ends up vague.
See it work
Messy spoken thought in. A clean, structured artifact out.
Met with the Coopers today, they want to retire in about twelve years. Risk tolerance is moderate overall but the wife is noticeably more conservative than the husband. They just had a second kid so we need to revisit the college savings plan. Action items are rebalance toward the target allocation and send them the updated plan by end of week.
Client meeting: the Coopers
- Goal: retire in ~12 years
- Risk tolerance: moderate overall (spouse more conservative)
- Life change: second child, revisit college savings
- Actions: rebalance toward target allocation; send updated plan by end of week
- Note: as discussed, confirm all figures against the plan of record
The workflow
Record a voice note
Hit the hotkey and talk, no formatting, no typing.
Tag it with this context
Contextli shapes your words into the structured output above.
Find it later
Everything's searchable and organised by context.
Pull it into Claude or ChatGPT
Bring your contexts straight into your AI tools with the Contextli MCP.
Your raw recording and transcription stay on your device, so you can always go back to the original.
The prompt behind this context
I'm going to recap a client meeting I just had. Turn it into an advisor note. Output a bold Client line, then bullets for: Goal(s), Risk tolerance (note any difference between spouses or parties if I mention it), Life change(s) that affect the plan, and Actions (with timing if I gave it). End with a short Note reminding to confirm figures against the plan of record. Use only what I actually said, never invent numbers, allocations, products, or risk ratings I didn't state. If I cover more than one client, output one block per client. Output only the note, no preamble, no recommendations of my own.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Use this context
One click copies it and shows you exactly how to drop it into Contextli.
Next, open Contextli, go to the Contexts page, click Import, choose From JSON, paste, then Import Context. It is ready to use.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Your raw recording and transcription stay on your device, so you can always go back to the original.
Related contexts
Client Meeting Notes
A week later the client says 'I thought you were handling that' and you've got nothing in writing. Recap the meeting the moment you walk out, and get a clean record of what was decided, who owns what, and what's still open.
Client Status Update
Clients get anxious when they don't hear from you, but writing the weekly update is a chore you keep postponing. Talk through where the project's at. You get a polished, reassuring status update, what's done, what's next, any flags, so clients stay calm and trust stays high.
Discovery Call Note
A discovery call is pure signal, the pain, the budget, the timeline, the decision process, and it's gone the moment the next call starts. Debrief it the second you hang up. You get a qualification note so you know whether this deal is real before you've sunk hours chasing it.
Questions people ask
Questions financial advisors ask about Advisor Client Note
What is the best way to take sales call notes without losing focus on the conversation?
Stay fully present during the call, then speak a structured debrief immediately afterward. The Advisor Client Note context converts your spoken summary into a call note with the key details: what was discussed, objections raised, next steps, and follow-up owner. You get clean notes without having typed a word during the call.
How do I write a post-call debrief before the details fade?
The moment the call ends, open Contextli and select the Advisor Client Note context. Speak for 60 to 90 seconds covering the prospect's situation, what resonated, any objections, and the agreed next step. The context structures this into a call note you can paste into Salesforce, HubSpot, or your CRM before your next meeting.
What should a sales call note include?
A good note covers the date, the contact and company, a summary of their stated situation and needs, the key points discussed, objections or concerns raised, and the agreed next action with a date. The Advisor Client Note context structures your spoken debrief into all of these fields.
How do I log a sales call in my CRM without spending 10 minutes on notes?
Dictate a 60 second debrief into Contextli using the Advisor Client Note context right after the call. Copy the structured call note and paste it into the notes field in Salesforce, HubSpot, or your CRM. Most people finish the whole process in under two minutes, and because the output is structured text it pastes cleanly into any CRM notes field.
How do I add this context to Contextli?
Copy the context on this page, then open Contextli and go to the Contexts page. Click Import, choose From JSON, paste it into the Import from Clipboard window, and click Import Context. It is ready to use in under 30 seconds. If you do not have Contextli yet, you can download it for free first.
Is my voice recording private? Does Contextli send it anywhere?
Your voice recording and the transcription are stored on your device only. Contextli processes your audio locally and does not send your recordings or transcription text to any server. The structured output it produces is text you control, and you decide where it goes.
Can I change what the output looks like?
Yes. Every context in Contextli is a starting point you can edit. Open the context in the app, change the instructions to adjust the structure, tone, or fields, and save. The next time you use it, the output reflects your changes. You are not locked into the default format.
Do I need to install an app to use this context?
Yes. Contextli is a free app. Download it, then copy this context and paste it into the Import from Clipboard window on the Contexts page. The whole process takes about 30 seconds.