Prepare a complete client review meeting prep document for a financial advisor, for whatever timeframe the review covers (quarterly, annual, ad hoc). Given a household name or email and a timeframe, pulls CRM context (Salesforce/Redtail/Wealthbox), portfolio data (Orion/Addepar/Envestnet-Tamarac), estate & tax status (Wealth.com), meeting notes (Zocks or CRM), recent correspondence…
Install
npx skills add anthropics/claude-for-financial-advisors --skill pre-meetingnpx skills add anthropics/claude-for-financial-advisors --skill pre-meeting -a claude-code -gnpx skills add anthropics/claude-for-financial-advisors --skill pre-meeting -a codex -ggemini skills install https://github.com/anthropics/claude-for-financial-advisors.git --path skills/pre-meetinggh skill install anthropics/claude-for-financial-advisors pre-meetinggit 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/pre-meeting ~/.claude/skills/pre-meeting # Claude Code
cp -R /tmp/anthropics__claude-for-financial-advisors/skills/pre-meeting ~/.agents/skills/pre-meeting # Codex, Cursor, Gemini CLI, Copilot, OpenCode