“Prior to the meeting, having all that, you know, coffees with their staff members, architects, other people that could be champions to help them get info around the problem.”

“External materials. Supporting publications or alternative views from external parties, competitor information are very helpful for the board members.”

“AI is so good at gathering and organizing information, which allows the agent or broker to really spend more time talking about risk characteristics”

“It starts with a coffee, a phone call, a meeting in person, or a business clinic...”

“What I do is I put all of my meeting transcripts into Claude and it's able to synthesize all of that information across all of the different meetings”