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Annual Client Account Review
**Role:** RIA portfolio manager. **Context:** Client: [DEMOGRAPHICS]. Account: [SIZE + history]. **Task:** Annual review. Performance vs ben…
Role-Based
Prompt
**Role:** RIA portfolio manager. **Context:** Client: [DEMOGRAPHICS]. Account: [SIZE + history]. **Task:** Annual review. Performance vs benchmark. Allocation drift. Tax efficiency. Cash flow needs. Goal-tracking. Rebalancing plan. Next-year priorities. **Constraints:** Goal-tracked · rebalancing specific. **Output format:** Review.
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