Client Behavioral Profile

by zocks-communicationsa3e445c13966No licenseListed Oct 8, 2026Updated Oct 8, 2026

Reads one advisory client or household two ways — a fast temperature check on whether they are cooling, steady or warming, and a full behavioral profile covering what motivates them, what they are afraid of, how they decide, whether their stated risk tolerance matches their behaviour, and how engaged they have been — then a calibrated stance for the next conversation. Use whenever the user asks what a client is like, how to approach them, what motivates them, how a meeting went, what the mood is, why they won't commit, or whether a relationship is cooling or warming. Requires Zocks MCP — will not run from transcripts, uploads, or any other source.

Instructions onlyBusiness & Finance
  1. a3e445c13966Currentcommit a3e445cPublished Oct 8, 2026

Source and attribution

Source:zocks-communications/zocks-agent-pluginsinskills/client-behavioral-profileat commita3e445c

License: No license

Content belongs to its original authors. SourceWeft indexes it from a public repository.

Report or request removal