Ranked pipeline of held-away asset opportunities from the advisor's own recent meetings — old 401(k)s, outside brokerage accounts, inheritances, business sale proceeds, real estate, spouse assets — grouped by household and marked new, raised again, nothing new since, task created, or client agreed.
Install
npx skills add zocks-communications/zocks-agent-plugins --skill held-away-radarnpx skills add zocks-communications/zocks-agent-plugins --skill held-away-radar -a claude-code -gnpx skills add zocks-communications/zocks-agent-plugins --skill held-away-radar -a codex -ggemini skills install https://github.com/zocks-communications/zocks-agent-plugins.git --path skills/held-away-radargh skill install zocks-communications/zocks-agent-plugins held-away-radargit clone --depth 1 https://github.com/zocks-communications/zocks-agent-plugins /tmp/zocks-communications__zocks-agent-plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/zocks-communications__zocks-agent-plugins/skills/held-away-radar ~/.claude/skills/held-away-radar # Claude Code
cp -R /tmp/zocks-communications__zocks-agent-plugins/skills/held-away-radar ~/.agents/skills/held-away-radar # Codex, Cursor, Gemini CLI, Copilot, OpenCode