📖 Today’s lesson
Lesson 10: Summarization is compression with priorities.
Tell the model what matters — trends, drivers, risks, actions — and it turns a P&L into a narrative the client actually reads. You verify every number survived the translation.
Why this matters: Clients don’t pay for statements; they pay for meaning. The firms winning advisory work are the ones whose monthly deliverable includes three paragraphs of “here’s what your numbers say.” That paragraph now takes five minutes.