Welcome and set up a new Claude for Financial Advisors user. Gets to know the advisor's RIA, learns their day-to-day pain points and tech stack, walks them through connecting their tools, explains the plugin and how skills work, runs a live pre-meeting demo, shows them how to customize skills, and closes with a personalized recommendation for which skill to try next.
Install
npx skills add anthropics/claude-for-financial-advisors --skill onboardingnpx skills add anthropics/claude-for-financial-advisors --skill onboarding -a claude-code -gnpx skills add anthropics/claude-for-financial-advisors --skill onboarding -a codex -ggemini skills install https://github.com/anthropics/claude-for-financial-advisors.git --path skills/onboardinggh skill install anthropics/claude-for-financial-advisors onboardinggit clone --depth 1 https://github.com/anthropics/claude-for-financial-advisors /tmp/anthropics__claude-for-financial-advisors
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__claude-for-financial-advisors/skills/onboarding ~/.claude/skills/onboarding # Claude Code
cp -R /tmp/anthropics__claude-for-financial-advisors/skills/onboarding ~/.agents/skills/onboarding # Codex, Cursor, Gemini CLI, Copilot, OpenCode