Advisor Dashboards
JoelLewis/finance_skills/plugins/advisory-practice/skills/advisor-dashboardsby JoelLewis5c498eacf7057e31238c4c5a8012a1afe9ec7c8aNo licenseListed Oct 9, 2026Updated Oct 9, 2026
Design, build, and optimize dashboards for RIA practice management with AUM tracking, revenue analytics, and KPI frameworks. Use when the user asks about tracking firm-level metrics, monitoring advisor productivity, measuring organic growth rate, analyzing client retention and attrition, building executive or branch manager views, setting up exception alerts for NIGO and operational items, benchmarking against industry peers, or designing role-based dashboard access. Also trigger when users mention 'how is the practice doing', 'revenue per advisor', 'client attrition', 'net new assets', 'effective fee rate', 'practice benchmarking', 'AUM growth decomposition', or 'advisor capacity'.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| references/examples.md | 12.9 KB | text/markdown |
| SKILL.md | 28.3 KB | text/markdown |
Source and attribution
Source:JoelLewis/finance_skillsinplugins/advisory-practice/skills/advisor-dashboardsat commit5c498ea
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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