Next Best Action
JoelLewis/finance_skills/plugins/advisory-practice/skills/next-best-actionby JoelLewis5c498eacf7057e31238c4c5a8012a1afe9ec7c8aNo licenseListed Oct 9, 2026Updated Oct 9, 2026
Design and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based on portfolio, life, market, and compliance events. Use when the user asks about building event-driven advisor alerts, designing trigger logic for portfolio drift or large cash movements, prioritizing competing actions across a book of business, routing NBA recommendations to the right team member, measuring NBA acceptance rates, or automating compliance-driven actions like annual review reminders. Also trigger when users mention 'next best action', 'advisor nudges', 'proactive outreach', 'what should I do for this client', 'event-driven triggers', 'action queue', 'client contact gap', 'RMD reminder', or 'advisor productivity tool'.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| references/examples.md | 15.6 KB | text/markdown |
| SKILL.md | 36.3 KB | text/markdown |
Source and attribution
Source:JoelLewis/finance_skillsinplugins/advisory-practice/skills/next-best-actionat commit5c498ea
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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