What is Question Insights?
Question Insights shows the questions clients are most likely to ask, right on the Meeting Prep page. It looks at the questions clients asked in every client meeting across your firm over the past 7 days, whoever the advisor was. It then groups similar questions into themes.
You walk into the meeting knowing what’s on clients’ minds and can prepare your answers ahead of time, instead of answering on the spot.
How to find Question Insights
Go to Upcoming meetings.
Open the Meeting Prep for a client meeting.
Scroll to the Question Insights section.
Please note: Question Insights appears only on Meeting Prep for client meetings.
How it works
Where the questions come from
Questions come from client meetings across your whole firm, not just your own. This means you benefit from what clients are asking every advisor at your firm.
What’s included
Recent questions only: Only questions from the past 7 days are included, so you see what clients are asking about right now.
Grouped into themes: Similar questions are grouped together, so you see the most common ones instead of a long list of near-duplicates.
Only recurring questions: Small talk, personal questions and questions that came up only once or twice are left out.
Regular updates: The list refreshes every day as new questions come in.
How it’s different from Conversation Insights
Both appear on Meeting Prep and draw on client conversations from across your firm, but they answer different questions:
| Conversation Insights | Question Insights |
What you see | Firm-wide highlights, such as trending topics | The most common client questions, grouped into themes |
Time window | Past 30 days | Past 7 days |
Best for | Understanding the bigger picture | Preparing answers to specific questions |
Question it answers | “What’s been happening across our firm’s conversations?” | “What will this client probably ask me?” |
Tips for best results
Check Question Insights a day or two before important meetings, so you have time to prepare thorough answers.
If a question keeps coming up, consider sharing your answer with your team or addressing it proactively in client communications.
FAQs
Why don’t I see Question Insights on my Meeting Prep?
Why don’t I see Question Insights on my Meeting Prep?
Question Insights appears only for client meetings. It can also stay empty if clients across your firm haven’t asked enough recurring questions in the past 7 days.
Does it only show questions from my own meetings?
Does it only show questions from my own meetings?
No. It includes questions from client meetings across your whole firm.
How often is it updated?
How often is it updated?
The list refreshes every day as new questions come in.
How long is question data kept?
How long is question data kept?
Question Insights follows your firm’s meeting data retention policy.
Availability
Available on Professional and Ultimate plans.