◆ Output
What it produces
Meeting prep package with performance summary, talking points, agenda, and recommended action items
◆ Audience
Best for
Quarterly reviewsannual checkupslife event discussions
◆ Example prompts
Use it like this
After uploading this skill to Claude, type in the chat:
›/client-review Prep for quarterly review with Smith family — attached holdings
›/client-review Meeting prep for annual checkup with attached client profile
›/client-review What to cover in tomorrow's portfolio review call
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◆ Installation
How to use this skill
1
Download the skill ZIP
Go to the Client Review Prep folder on GitHub, download it as a ZIP file. Or download the full Wealth Management vertical to get all 6 skills at once.
2
Upload to Claude
Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.
3
Type /client-review in Claude
Open Claude, type /client-review, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.
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◆ Related
More skills in Wealth Management