client-review-prep
JoelLewis
Prepare advisors for client review meetings by assembling context packages, performance summaries, drift analysis, talking points, and meeting agendas. Use when the user…
SecurityClaude Code
178GitHub
OPENAGENTSKILL / DIRECTORY
AI Agent Skills
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next-best-action
JoelLewis
Design and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based on portfolio, life, market, and compliance events. Us…
SecurityClaude Code
178GitHub
fee-billing
JoelLewis
Build and manage advisory fee billing operations from fee schedule design through calculation, collection, revenue recognition, and compliance disclosure. Use when the u…
SecurityClaude Code
178GitHub
External platform skills
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