OpenAgentSkill Registry Manifest
Skill: client-review-prep
Slug: joellewis-client-review-prep
Category: security
Description: Prepare advisors for client review meetings by assembling context packages, performance summaries, drift analysis, talking points, and meeting agendas. Use when the user asks about preparing for a client review, building a pre-meeting checklist, generating talking points for an upcoming meeting, identifying allocation drift before a review, automating review prep workflows, or assembling a meeting package with exhibits. Also trigger when users mention 'client meeting prep', 'review preparation', 'what should I discuss with my client', 'proactive recommendations', 'life event triggered review', 'meeting agenda', or 'compliance pre-check before review'.

Agent fit:
- Decision: 62/100 Prototype first
- Primary fit: Research agents
- Role: Fallback candidate

Supply profile:
- Track: Finance and quant workflows
- Scenario: Finance and quant
- Applicable agents: Claude Code, CLI, Codex, Cursor
- Maintenance: 2mo since push
- Risk: Risky

Trust:
- Trust score: 80/100 Strong shortlist
- Audit: 79/100 Risky

Attribution:
- Status: Registry indexed
- Source: github fast track
- Creator: JoelLewis
- Claim URL: https://www.openagentskill.com/skills/joellewis-client-review-prep#claim-this-skill

Install:
npx skills add JoelLewis/finance_skills --skill client-review-prep

URLs:
- Web: https://www.openagentskill.com/skills/joellewis-client-review-prep
- API: https://www.openagentskill.com/api/agent/skills/joellewis-client-review-prep
- Install API: https://www.openagentskill.com/api/skills/joellewis-client-review-prep/install
- Repository: https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-review-prep