FIBI ADVISOR

Your AI advisor for every meeting

Always in the room and ready when you need her. Ask Fibi to find answers, compare options, recommend a path forward, or bring back context from past meetings — all from your own sources.

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How Fibi Advisor helps

Know the room before you join

Fibi brings together past conversations, open questions, commitments, and participant context—so you understand what matters to the client and where the conversation left off before the call starts.

Build a plan, not just an agenda

Fibi highlights what needs to be decided, what you still need to learn, and the questions most likely to move the conversation forward. You walk in with a clear plan, not just a list of topics.

Answer the hard question live

Say “Hey Fibi” to get a spoken answer to a policy detail, past decision, number, or recommendation—grounded in your connected sources and ready when the client asks.

Bring the right context back

Fibi surfaces previous discussions, stakeholder concerns, and earlier commitments right when they become relevant. You can respond with the full context without pausing the conversation to search for it.

Turn the conversation into a usable recap

Fibi creates a clear summary of what was discussed, decided, and left open, ready to share as soon as the call ends. Everyone gets the same view of what happened.

Keep every commitment moving

Fibi captures action items with owners and flags unresolved risks, questions, and decisions that need a next step. Nothing important gets lost between the meeting and the follow-up.

PRE-CALL PREP

Never walk into a meeting cold

Before the call, Fibi reviews your sources to help you understand who’s in the room, spot open risks, and walk in with a clear pl

Meeting game plan

Walk in with a plan, not just an agenda. Fibi reviews your agenda against your sources, suggests the right order for the conversation, highlights questions worth asking, and flags gaps before the meeting starts.

Maya & Daniel Chen

Annual planning review · 4 meetings over 18 months · 3 contacts

PREP FOR THIS CALL

Turn their retirement question into a decision

The Chens want to know whether Daniel can step back from work at 60. Before discussing investments, confirm their expected spending, healthcare costs, and whether Maya plans to continue working.

WHAT WE NEED TO LEARN

Whether their projected $9,500 monthly retirement spending includes travel and family support, and how long Daniel expects to consult after leaving full-time work.

WHAT THEY EXPECT TO GET

A clear view of whether retirement at 60 is realistic, which trade-offs may be needed, and the next planning steps to take before year-end.

THE GAP TO CLOSE

Their last plan used income and expense assumptions from 18 months ago. Updated cash-flow needs are the biggest missing input and could materially change the recommendation.

THE GAME PLAN

Primary goal
Confirm updated retirement timing and spending assumptions.

Information to confirm
Monthly spending target, consulting income, healthcare costs, and planned family gifts.

Secondary goal
Agree on whether to model a Roth conversion strategy before the next tax-planning meeting.

Generated by Fibi AI

Risk & open commitments radar

Spot what needs attention before the call. Fibi surfaces outstanding promises, unresolved concerns, and approaching deadlines from past conversations, so nothing catches you off guard mid-meeting.

Maya & Daniel Chen

Annual planning review · 4 meetings over 18 months · 3 contacts

OPEN COMMITMENTS

YOU COMMITTED TO

Send updated retirement-income projection

Emma · Jun 11

Share Roth conversion scenario

Emma · Jun 11

THEY COMMITTED TO

Upload most recent tax return

Dana · Jun 09

Confirm annual family-gifting amount

Dana · Jun 09

RISK SIGNALS

Tax return still missing

Needed to confirm the Roth conversion recommendation.

Retirement target changed twice

Daniel has moved the target date from 62 to 60 since the last review.

Beneficiary review is overdue

No update recorded since the new trust was created 14 months ago.

No response from CPA

The CPA was invited to coordinate on tax planning but has not replied.

Maya Chen

Client · Chen household

last seen Jun 9

Warming

COMMUNICATION STYLE

Thoughtful

Goal-led

Needs clarity

CARES ABOUT

Confidence that retirement at 60 will not limit the travel and family support she and Daniel have planned. Prefers plain-English explanations and time to consider major decisions.

PAST OBJECTIONS & PUSHBACK

Asked whether market volatility could delay their retirement timeline.

Jun 09

Wanted to see the Roth conversion trade-offs before committing.

May 28

OPEN ITEMS

You owe Maya: Updated retirement-income projection

Jun 11

Maya owes you: Confirm planned annual family-gifting amount

Jun 13

Maya Chen

Client · Chen household

last seen Jun 9

Warming

COMMUNICATION STYLE

Thoughtful

Goal-led

Needs clarity

CARES ABOUT

Confidence that retirement at 60 will not limit the travel and family support she and Daniel have planned. Prefers plain-English explanations and time to consider major decisions.

PAST OBJECTIONS & PUSHBACK

Asked whether market volatility could delay their retirement timeline.

Jun 09

Wanted to see the Roth conversion trade-offs before committing.

May 28

OPEN ITEMS

You owe Maya: Updated retirement-income projection

Jun 11

Maya owes you: Confirm planned annual family-gifting amount

Jun 13

Participant insight

Know who you’re walking into the meeting with. Fibi gives you a quick read on each participant: how they tend to communicate, where they’ve pushed back before, and what’s still unresolved.

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In the room with Fibi Advisor

Trained on a proven advisor playbook, Fibi helps you handle client questions, concerns, and objections live—grounded in your connected sources

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Zoom

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Jared

Sofia

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Joined as AI meeting assistant

Listening

Fibi Planning

Joined as AI meeting assistant

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Option A is faster, but it adds manual work after launch. Option B takes two more weeks and reduces ongoing support workload. Based on the launch brief, Option B is the better fit.

Source: Q3 Implementation Plan

Speaking

You agreed to review retirement timing, healthcare-cost scenarios, and the impact of lower returns. The first next step was to model retirement at age 62.

Source: Client Review Notes — May 2026

Speaking

The forecast is lower mainly because two large receivables are now expected later. The previous review also noted higher payroll costs beginning this month.

Source: July Cash-Flow Forecast

Speaking

The change may add 12 days to the schedule. A preliminary cost estimate is recorded, but final owner approval is not yet documented.

Source: Change Order Log — CO-014

Speaking

Option A delivers results sooner, but needs more internal resources. Option B takes longer to launch and better supports the goal of reducing operational workload.

Source: 2026 Strategic Options Brief

SaaS Implementation

Financial Planning

Accounting Advisory

Construction Progress

Strategy Advisory

Jared

Host

Hey Fibi, compare the rollout options against the client’s launch date and support-team capacity.

Host

Hey Fibi, pull up the priorities and next steps from our last planning meeting.

Host

Hey Fibi, compare the current forecast with last quarter’s and explain the biggest changes.

Host

Hey Fibi, what do the latest site report and change log say about schedule impact and approval status?

Host

Hey Fibi, compare the two options against the priorities in the strategic plan.

Sofia

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Joined as AI meeting assistant

Listening

Fibi Planning

Joined as AI meeting assistant

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Option A is faster, but it adds manual work after launch. Option B takes two more weeks and reduces ongoing support workload. Based on the launch brief, Option B is the better fit.

Source: Q3 Implementation Plan

Speaking

You agreed to review retirement timing, healthcare-cost scenarios, and the impact of lower returns. The first next step was to model retirement at age 62.

Source: Client Review Notes — May 2026

Speaking

The forecast is lower mainly because two large receivables are now expected later. The previous review also noted higher payroll costs beginning this month.

Source: July Cash-Flow Forecast

Speaking

The change may add 12 days to the schedule. A preliminary cost estimate is recorded, but final owner approval is not yet documented.

Source: Change Order Log — CO-014

Speaking

Option A delivers results sooner, but needs more internal resources. Option B takes longer to launch and better supports the goal of reducing operational workload.

Source: 2026 Strategic Options Brief

Jared

Host

Hey Fibi, compare the rollout options against the client’s launch date and support-team capacity.

Host

Hey Fibi, pull up the priorities and next steps from our last planning meeting.

Host

Hey Fibi, compare the current forecast with last quarter’s and explain the biggest changes.

Host

Hey Fibi, what do the latest site report and change log say about schedule impact and approval status?

Host

Hey Fibi, compare the two options against the priorities in the strategic plan.

Sofia

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Joined as AI meeting assistant

Listening

Fibi Planning

Joined as AI meeting assistant

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Option A is faster, but it adds manual work after launch. Option B takes two more weeks and reduces ongoing support workload. Based on the launch brief, Option B is the better fit.

Source: Q3 Implementation Plan

Speaking

You agreed to review retirement timing, healthcare-cost scenarios, and the impact of lower returns. The first next step was to model retirement at age 62.

Source: Client Review Notes — May 2026

Speaking

The forecast is lower mainly because two large receivables are now expected later. The previous review also noted higher payroll costs beginning this month.

Source: July Cash-Flow Forecast

Speaking

The change may add 12 days to the schedule. A preliminary cost estimate is recorded, but final owner approval is not yet documented.

Source: Change Order Log — CO-014

Speaking

Option A delivers results sooner, but needs more internal resources. Option B takes longer to launch and better supports the goal of reducing operational workload.

Source: 2026 Strategic Options Brief

Answers questions from your sources

Ask Fibi for a policy detail, number, or past decision. She finds the answer across your connected sources and cites where it came from.

Compares and recommends

Ask Fibi to compare options — from quotes and proposals to plans and approaches — then recommend the best fit based on what’s in your sources

Recaps the conversation

Need a quick reset? Ask Fibi what’s been covered, the decisions made, and what still needs to be resolved — without scrolling through notes.

Brings past discussions back

Ask about a topic from an earlier meeting and Fibi will pull together the relevant context, so nobody has to rely on memory.

Captures notes and next steps

While the conversation moves forward, Fibi records the important details, decisions, and action items for a useful post-call summary.

Keeps the meeting on track

Share your agenda with Fibi and ask what’s been covered, what’s still open, or whether it’s time to move on.

POST-CALL ANALYSIS

Leave every call knowing what happened next

Fibi turns the conversation into a clear recap of what was decided, what still needs attention, and who owns the next step — so the follow-up is already in motion.

Meeting insights

Fibi flags what deserves follow-up: unanswered questions, unresolved objections, unclear decisions, and moments where the conversation drifted from plan — so you know what to address before it becomes a problem.

Annual planning review — Maya & Daniel Chen

Completed

Google Meet

Jun 9, 2026 · 11:00 AM

52 mins

3 participants

AI INSIGHTS SNAPSHOT

Maya and Daniel are aligned on retiring at 60, but the retirement-income model depends on spending and gifting figures they have not finalized. Maya asked for a clearer comparison of Roth conversion options, while the estate-plan discussion needs follow-up with their attorney. Suggested next step: send the updated projection and schedule a tax-planning review.

2 clear decisions

2 open questions

1 follow-up needed

PLANNING SIGNALS

4 found

Confirmed retirement target at age 60

The couple remains committed to the target, giving the next projection a clear planning assumption.

Asked for Roth conversion trade-offs

Maya wants a side-by-side view of tax impact, future flexibility, and cash-flow implications.

Agreed to update estate documents

They confirmed the trust should be reviewed after changes in family-gifting plans.

Annual planning review — Maya & Daniel Chen

Completed

Google Meet

Jun 9, 2026 · 11:00 AM

52 mins

3 participants

COACHING SNAPSHOT

out of 100

A thoughtful review that kept the client’s retirement goal at the center. You clearly explained the plan’s current position and invited questions, but the Roth conversion discussion ended without a firm decision framework or next-meeting date.

SCORECARD BREAKDOWN

Opening & Rapport

Started by confirming Daniel’s retirement target and the couple’s priorities for the review.

Discovery & Questioning

Asked strong questions about spending, travel, and family gifts; confirm the annual gifting amount earlier next time.

Recommendation clarity

The Roth conversion was explained, but a side-by-side comparison of outcomes would make the decision easier.

Annual planning review — Maya & Daniel Chen

Completed

Google Meet

Jun 9, 2026 · 11:00 AM

52 mins

3 participants

COACHING SNAPSHOT

out of 100

SCORECARD BREAKDOWN

Opening & Rapport

Started by confirming Daniel’s retirement target and the couple’s priorities for the review.

Discovery & Questioning

Asked strong questions about spending, travel, and family gifts; confirm the annual gifting amount earlier next time.

Recommendation clarity

The Roth conversion was explained, but a side-by-side comparison of outcomes would make the decision easier.

Call review and coaching

See how the conversation tracked against your agenda: what landed, what was left open, which questions came back “not in your sources,” and what to tighten up for next time.

Annual planning review — Maya & Daniel Chen

Completed

Google Meet

Jun 9, 2026 · 11:00 AM

52 mins

3 participants

Details

Actions

QUICK RECAP

Maya and Daniel remain focused on Daniel retiring at 60, but their updated spending target and family-gifting plans need to be confirmed before the projection is finalized. The team agreed to model a Roth conversion scenario and revisit estate-plan documents with their attorney.

KEY FACTS MENTIONED

Retirement target

Daniel age 60

Monthly retirement spending

$9,500 target

Annual family gifts

Amount to confirm

Roth conversion window

Before year-end

SUMMARY

Discussion topics
Retirement timing, updated spending assumptions, portfolio progress, Roth conversion options, family gifting, and estate-plan updates.

Decisions made
- Run retirement projection using a $9,500 monthly spending target
- Prepare a Roth conversion scenario for the next meeting
- Coordinate with the Chens’ estate attorney on trust updates

Key points
The retirement goal is still achievable under the current plan, subject to confirming spending and gifting assumptions. Maya wants the tax trade-offs clearly modeled before deciding on a Roth conversion.

Generated by Fibi AI

Meeting summary & action items

Get a structured recap built around your agenda — including key facts, decisions, and every action item with the owner and context attached. Ready to share as soon as the call ends.

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

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