Held Away Radar

作者 zocks-communicationsa3e445c13966無授權條款收錄於 2026年10月8日更新於 2026年10月8日儲存庫今天更新

Ranked pipeline of held-away asset opportunities from the advisor's own recent meetings — old 401(k)s, outside brokerage accounts, inheritances, business sale proceeds, real estate, spouse assets — grouped by household and marked new, raised again, nothing new since, task created, or client agreed. Use whenever the user asks what held-away or outside money came up recently, wants their consolidation pipeline or money in motion, mentions old 401(k)s or outside accounts, or says things like "run the radar" or "held-away opportunities". Requires Zocks MCP — will not run from transcripts, uploads, or any other source.