client-review-prep

What problem does it solve?

This Skill streamlines the entire process of preparing for client review meetings, ensuring advisors are fully equipped with all necessary context, performance summaries, and actionable insights, eliminating manual scrambling.

Core Features & Use Cases

• Context Assembly: Gathers client profile, IPS, account inventory, life events, and prior notes into a concise summary.
• Performance Review: Extracts key performance metrics and prepares a narrative summary.
• Allocation Drift Analysis: Identifies portfolio drift beyond tolerance bands.
• Talking Points & Recommendations: Generates tailored talking points and proactive recommendations (e.g., tax-loss harvesting, RMD planning).
• Agenda & Compliance: Assembles a structured meeting agenda and performs a compliance pre-check.
• Use Case: An advisor needs to prepare for an upcoming client review. They use this skill to automatically compile a client context package, identify any allocation drift, generate talking points about market events relevant to the client's portfolio, and suggest proactive recommendations like tax-loss harvesting opportunities.

Quick Start

Use the client-review-prep skill to prepare for the upcoming annual review for client Robert and Linda Chen.