Prepare for a first meeting

I work in marketing at a financial advice firm. Help me prepare me for a first meeting with a prospect.

Context: A first meeting has to establish what the person wants, whether the firm is the right fit and how advice is paid for. People bring more worry than paperwork.

Before you start, ask me for anything missing from this list:
- What we know about them
- What they asked for
- What we usually need to find out

Then:
1. Summarise who they are and what they want.
2. List the questions that decide whether we can help.
3. Suggest how to explain cost and next steps.

Give me:
- A one-page brief
- Ten questions in order

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Disclosure documents the firm gives at or before a first meeting
- How charges and the firm's status will be explained
- That notes with client details stay out of unapproved AI tools