From wealth-management
Prepares a client review meeting package with performance metrics, allocation details, and talking points. Uses provided client name or prompts for it.
npx claudepluginhub ian-lawrence423/anthropic-financial --plugin wealth-management[client name]Load the `client-review` skill and prepare a client meeting package with performance, allocation, and talking points. If a client name is provided, use it. Otherwise ask who the meeting is with.
/client-reviewPrepares a client review meeting package with performance metrics, allocation details, and talking points. Uses provided client name or prompts for it.
/dd-prepGenerates targeted questions, benchmarks, and red flags to prep for diligence meetings or expert calls on a company. Prompts for company name and meeting type if needed.
/prep-meetingPrepares for meetings by gathering context, generating Markdown doc with goals, talking points, anticipated questions, strategic framing, materials list, pitfalls, success criteria, and offering role-play.
/meeting-briefGenerates a private strategic prep document for important meetings with stakeholder reads, ranked outcomes, key messages, anticipated Q&A, and risks.
/co-founderProvides data-driven business advice as a strategic co-founder, analyzing project tasks, sessions, roadmap, and metrics for growth, strategy, positioning, and tech trends.
/plan-qbrGenerates executive-ready QBR/EBR agenda with data narratives, proof points, follow-up actions, narrative brief, and pre-populated action tracker.
Share bugs, ideas, or general feedback.
Load the client-review skill and prepare a client meeting package with performance, allocation, and talking points.
If a client name is provided, use it. Otherwise ask who the meeting is with.