Client Review Prep
JoelLewis/finance_skills/plugins/advisory-practice/skills/client-review-prepby JoelLewis5c498eacf7057e31238c4c5a8012a1afe9ec7c8aNo licenseListed Oct 9, 2026Updated Oct 9, 2026
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'.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| SKILL.md | 25 KB | text/markdown |
Source and attribution
Source:JoelLewis/finance_skillsinplugins/advisory-practice/skills/client-review-prepat commit5c498ea
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
More from JoelLewis/finance_skills
Tax Loss Harvesting
JoelLewis
Guides a full tax-loss harvesting workflow: candidate screening, gain/loss budgeting, replacement selection, wash-sale compliance and monitoring.
Trade Execution
JoelLewis
Guides design, evaluation, and monitoring of trade execution quality and best execution practices for equities and fixed income.
Qualitative Valuation
JoelLewis
Assesses economic moats, competitive positioning and management quality, then maps findings to valuation adjustments.
Settlement Clearing
JoelLewis
Reference guide to US trade settlement and clearing: T+1 cycles, DTCC/NSCC/FICC infrastructure, CNS netting, DVP/RVP and fails.
Pre Trade Compliance
JoelLewis
Guides design and implementation of automated pre-trade compliance systems that validate orders before execution.
Investment Policy
JoelLewis
Guides construction of Investment Policy Statements covering return objectives, risk tolerance, constraints, allocation, and benchmarks.
More in Business & Finance
Audit Xls
anthropics
Audits spreadsheet formulas and financial models for errors, hardcodes, and integrity issues, then reports findings.
Sector Overview
anthropics
Produces industry and sector landscape reports covering market size, competitive positioning, valuation and investment implications.
Lbo Model
anthropics
Fills and validates leveraged buyout model templates in Excel, producing formula-driven, formatted financial workbooks.
Dcf Model
anthropics
Builds institutional-quality DCF equity valuation models as Excel workbooks with projections, WACC, and sensitivity analysis.
Comps Analysis
anthropics
Builds institutional-grade comparable company analyses as Excel spreadsheets with operating metrics, valuation multiples and statistics.
Audit Xls
anthropics
Audits spreadsheet formulas and financial models for errors, hardcodes, and integrity issues, then reports findings.