advisory-practice
Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from onboarding through reporting.
- version
- 1.0.0
- GitHub stars
- 225
Install
/plugin install advisory-practice@finance-skillsRun it inside Claude Code after adding the marketplace with /plugin marketplace add JoelLewis/finance_skills.
Sponsors
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Agent CaffeineSponsoredClose your lid, come back to finished workSnugSponsoredThe clipboard manager for the AI eraPromote your product hereReach 125k+ visitors monthlyWaxSponsoredBlock anything with supervision, without erasing your iPhonePromote your product hereReach 125k+ visitors monthlyknobsSponsoredSee your site on any phone, any day, in any languageDetails
- Marketplace
- JoelLewis/finance_skills
- Source
- plugins/advisory-practice
- Author
- Joel Lewis
- Category
- Finance
- Keywords
- advisor, wealth-management, front-office, crm, billing