The Advisor Second Brain

• A free note-taking app (Mac, Windows, iPhone, Android) built on plain-text files.
• Your notes live in a "vault" — literally a folder on your computer. You own the files forever; no lock-in, nothing held hostage in someone else's cloud.
• Notes link to each other with [[double brackets]] — type [[ and a note name. Links build a map of your practice (the graph view).
• Free for business use. Optional paid sync between devices (from ~$4/mo) — or Mac + iPhone users can sync free via iCloud.
• Think of it as: CRM stores fields; the vault stores THINKING — meeting narratives, client context, your playbooks, your ideas.
• Why advisors care: it becomes the single source of truth your AI reads.

1. Download at obsidian.md, install, open.
2. "Create new vault" → name it (e.g. "My Practice") → store it in Documents (IMPORTANT for later: remember this folder location; Mac users who want free iPhone sync can store it in iCloud Drive instead).
3. Skip all optional plugins for now.
4. Create your first note: click New Note, title it "About Me & My Practice" — paste the template from Section 05.
5. Create folders (right-click in sidebar): 00 Inbox, 01 Clients, 02 Meetings, 03 Products, 04 Playbooks, 99 Daily.
6. Make one client note and one meeting note from the templates in Section 05 — type [[ inside the meeting note and link it to the client.
7. Open Graph View (top-right icon) — see your first connections.

Pick your level (see V4).

Prompts 1, 4, 5 need Level 2+ (live vault access) — on Level 1, paste the relevant notes in first.

# About Me & My Practice

## Who I am


## My practice
(niche, state, licenses)

## My clients
(who I serve)

## My offers & process


## My voice
(how I write)

## Rules for my AI
- Ground answers in this vault
- Ask when something's missing
- Never invent client facts

# [[Last, First & Spouse]]

Status:
Products in force:
Key dates:
Family & life context:
Goals:

## Notes log
- YYYY-MM-DD —

# Meeting — [[Client]] — YYYY-MM-DD

Attendees:
What we covered:
Decisions:
My commitments (with due dates):
Their homework:
Next meeting:

My Vault/
├── 00 Inbox
├── 01 Clients
├── 02 Meetings
├── 03 Products
├── 04 Playbooks
└── 99 Daily