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JoelLewis
JoelLewisCOMMUNITY
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client-review-prep

Assemble client context packages and generate meeting agendas for wealth management reviews.

164|33|Updated Feb 15, 2026
Search Tags:#compliance#wealth management#talking points#meeting preparation#performance summary#allocation drift#client review
One-click install
npx skills add https://github.com/JoelLewis/finance_skills --skill client-review-prep
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-review-prep
Source: https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-review-prep
Command: npx skills add https://github.com/JoelLewis/finance_skills --skill client-review-prep

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

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.

Frequently Asked Questions about client-review-prep

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prepare for a wealth management client review meeting efficiently?▼

To prepare for a client review meeting efficiently, you can automate the workflow by assembling client context packages, summarizing investment performance, and generating tailored talking points. This eliminates manual scrambling by automatically compiling client profiles and prior notes into a concise summary.

What is the best way to identify portfolio allocation drift before a client review?▼

Identifying portfolio allocation drift requires analyzing the client's current asset allocation against their Investment Policy Statement (IPS) tolerance bands. This skill automatically detects portfolio drift beyond these tolerance bands and flags it for discussion.

Can I generate tailored talking points and proactive recommendations for wealth management clients?▼

Yes, you can generate tailored talking points and proactive recommendations for wealth management clients. The skill extracts key performance metrics and suggests actionable items like tax-loss harvesting opportunities and Required Minimum Distribution (RMD) planning.

How do I build a structured meeting agenda with exhibits and compliance pre-checks?▼

Building a structured meeting agenda with compliance pre-checks involves assembling the generated performance summaries and talking points into a formal package. This skill orchestrates that process to ensure advisors have compliant, structured meeting agendas with necessary exhibits ready.

Does automating client review preparation support specific wealth management compliance workflows?▼

Automating client review preparation supports wealth management compliance workflows by performing compliance pre-checks during the package assembly process. It integrates client context, allocation drift analysis, and proactive recommendations into a compliant, structured meeting agenda.

Why should I use an automated pre-meeting checklist for client review preparation?▼

An automated pre-meeting checklist for client review preparation ensures advisors are fully equipped with necessary context, performance summaries, and actionable insights. It addresses the need to automate review preparation, build pre-meeting checklists, and assemble comprehensive meeting packages without manual scrambling.

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