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.
This report is written for you. Your private playbook stays yours. Your client receives their own copy in their own words, their profile, your profile, and how you work together, which you can hand over with one click.
Quick Snapshot
Chemistry Score
4.3/10
Moderate adaptation
Client Archetype
The Guardian
You are the steady hand.
Top Adaptation Priority
pace
You decide in the room. They need to decide in advance.
Your styles differ in meaningful ways. The playbook is where the value is. The Chemistry Score measures how far apart two communication styles are, not the quality of the relationship. It is for the advisor only and is never shown to the client.
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.
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.
You hand them the options. They are waiting to be told.
Do this
Come with a recommendation, not a menu. Say 'here is what I think we should do, and here is why' and then invite challenge. Give them a default they can accept.
Avoid this
Don't present three balanced options and ask which they prefer. To this client that reads as you not having a view, and they will stall rather than choose.
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
Run through this checklist 10 minutes before every meeting with this client.
Client Profile
The Guardian
Ned Stark · Captain America · Dwight Eisenhower · Cal Ripken Jr. · Gandalf
Margaret is a steady, thorough professional who builds trust through consistency and competence. Before she commits to any decision she wants to understand it fully: the reasoning, the data, and the alternatives, not just the recommendation. Her trust is grounded in track record and reliability. When you follow through every time, she feels secure. When something changes without explanation, she notices.
Advisor Profile
You move fast and think big. When a decision needs to be made, you make it, confidently and without second-guessing. You trust your judgment, cut through noise, and expect the people around you to keep up. You value results, not process, and you know that in the right environment, your decisiveness is a superpower.
As the client reads it
Your advisor is decisive and big-picture. They form a clear view quickly and lead with the direction rather than the analysis behind it, which is what lets them move when something is time-sensitive. They are comfortable making a call and standing behind it. The useful thing for you to know is that the detail exists. They simply tend not to open with it, so it is always fair to ask for the full analysis, and to ask for it before the meeting rather than during it.
Working Dynamic
You and Margaret arrive at decisions differently, and naming it is more useful than working around it. You form a clear view and want to move on it; she wants to sit with the information first. Neither is wrong, and the value here is that you now know which she is. In practice, get the supporting material to her ahead of a meeting rather than inside it, and hold a steady, scheduled rhythm rather than ad-hoc contact. Do that and her trust in your process deepens, because predictability is how she reads competence.
Top Adaptation Areas
Every client relationship gets its own Chemistry Report, generated from your profile and theirs.
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