A real Chemistry Report structure with sample data: Margaret Chen, a Guardian client, paired with a Commander advisor.
Sample data. This report uses a fictional client so you can see the exact structure and depth every Chemistry Report delivers.
Advisor Playbook · Confidential
You decide in the room; they need to decide in advance.
Do this
Send a written pre-meeting brief 48 hours before every review. Lead with your recommendation upfront, then provide supporting data. Never ask for a decision on something they're seeing for the first time.
Avoid this
Don't walk into a meeting with a new recommendation and expect an answer on the spot. Don't treat silence as hesitation, it's processing.
Formal structure is how this client experiences professionalism.
Do this
Schedule a fixed quarterly review date at the start of the year. Send a structured agenda 3 days before every meeting. Follow up in writing within 24 hours of any meeting with a decision or action item.
Avoid this
Don't send a quick text about something important. Don't cancel or reschedule without significant notice and a formal explanation.
They trust the data, not the summary.
Do this
Always provide the full report, not just the one-pager. Cite your sources and show your assumptions. Walk them through the methodology at least once, after that, they'll trust your process.
Avoid this
Don't round numbers. Don't say 'trust me on this one.' Don't skip the data and lead with the conclusion.
Meeting format
Structured, scheduled quarterly reviews with a written agenda sent 3 days in advance. Supplemented by brief written updates (not calls) for portfolio changes. Meeting duration: 60 minutes, not 30.
Communication channel
Email is the primary channel. Use it for everything substantive. Reserve calls for time-sensitive decisions only. Never use text for anything financial.
Cadence
Quarterly formal reviews (fixed dates set at year-start). Monthly written portfolio summary by email. Ad-hoc email for any change to strategy, allocation, or fees, never surprise them.
Delivering bad news
Send a brief email first: 'I want to walk you through something on our call Thursday.' Give them time to mentally prepare. On the call, lead with facts before context, acknowledge the impact directly, then present the plan. Follow up in writing.
Presenting recommendations
Send the full analysis before the meeting. Present the recommendation at the top of the meeting, then walk through the supporting data. Explicitly invite questions about methodology and assumptions, this is how they validate trust.
Red flags: signs of disengagement
Review these 10 minutes before every meeting with this client.
Client Profile
Ned Stark · Captain America · Dwight Eisenhower · Cal Ripken Jr. · Gandalf
You are a steady, thorough professional who builds trust through consistency and competence. Before making any financial decision, you want to understand it fully, not just the recommendation, but the reasoning, the data, and the alternatives. You've chosen an advisor you trust implicitly, and that trust is grounded in their track record and reliability. When they follow through, every time, you feel secure. When things change without explanation, you notice.
Working Dynamic
The most significant dynamic in this pairing is the gap between pace and detail preference. You process decisions deliberately and want comprehensive information before committing; your advisor moves quickly and leads with the headline. This isn't a conflict, it's a communication calibration opportunity. When your advisor learns to send the supporting detail before the meeting rather than presenting a recommendation cold, your trust in their process will deepen significantly. The second gap is in communication style: you prefer structured, scheduled interactions while your advisor defaults to informal and ad-hoc. A consistent cadence of formal touchpoints will make you feel valued and well-served.
Top Adaptation Areas
Every client relationship gets its own Chemistry Report, generated from your profile and theirs.
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