You take the meeting.
Mesh does the rest.
Every client meeting becomes structured notes, action items, compliance flags, and a follow-up email — in your CRM in minutes, not hours.
Works with Redtail, Wealthbox, and your calendar.
Summary
Reviewed retirement timeline. Targeting age 63 instead of 65. Discussed Roth conversion strategy for 2026. Client concerned about healthcare costs in early retirement.
Action Items
Compliance Flags
Advisors spend 30-40% of their time on work that doesn't grow their practice.
The 45-minute tax after every meeting
You leave a client meeting and spend 45 minutes writing notes, updating your CRM, and drafting a follow-up email. Multiply that by 15 meetings a week.
Documentation that's always behind
Compliance flags get missed. Beneficiary changes go unlogged. Your documentation catches up to reality days later. If it catches up at all.
“I missed a beneficiary change because my notes never made it into the CRM. Found out three weeks later.”
Your systems disagree with each other
Your CRM says one thing. Your notes say another. Your inbox says a third. The same client shows up differently in every tool.
From meeting to done.
Without touching a thing.
You take the meeting.
Focus on your client. Mesh listens and understands. Decisions made, risks discussed, action items committed, life updates shared.
Notes write themselves.
Structured, compliance-ready meeting summaries in your voice. Not a transcript. Real notes.
Discussed accelerating retirement from 65 to 63. Primary concern: ACA coverage before Medicare. Suitability documented.
Your CRM updates.
Notes, action items, and contact records push directly to Redtail with one click. Wealthbox coming soon.
Clients get follow-up.
A professional recap email drafted in your tone. What was discussed, what was decided, and what happens next. Ready to review and send.
Hi Rob,
Thanks for the time this morning. As discussed, I'll put together the Roth conversion scenarios and ACA marketplace options for your retirement at 63.
Next steps on my end:
- ·Model Social Security at 62 vs 65
- ·Send updated plan by Fri Feb 28
Built for how advisors actually work.
Compliance-first documentation
Every note includes compliance flags, risk mentions, and suitability language. Designed for the regulatory reality you live in.
Your voice, your format
Mesh learns how you write notes. Your structure. Your language.
Met with the Johnsons on 2/21 to discuss retirement timeline. Decision made to accelerate by two years. Action items captured.
J. Johnson · 2/21 · retire @ 63 · ACA modeling needed · SS @ 62 vs 65
Trained on your last 12 notes
Redtail CRM integration
One-click sync for notes, action items, and contact updates. Wealthbox coming soon.
Automatic follow-up emails
Professional recap emails drafted and ready in minutes. Review, edit, send.
Action item extraction
Every decision, to-do, and commitment pulled from the conversation. Nothing falls through.
Zero behavior change
Works with your existing meetings, CRM, and workflow. No new systems to learn.
Pricing
Less than 1% of a paraplanner. None of the management overhead.
Founding member pricing. Locked in for early access members.
Built by independent RIAs, for independent RIAs.
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