Zocks Advisor Intelligence

Partner, reviewed

Seven skills for financial advisors, built exclusively on Zocks' structured meeting intelligence: behavioral profiles and relationship temperature, attrition-risk ranking, a held-away asset pipeline, client journey dossiers, annual review packs, next-best-action analysis, and a two-horizon tax…

Plugin · by zocks-communications · runs in Claude Code, Cowork, claude.ai · 7 skills, 1 MCP server · listed 2026-09-16

Claude Code

claude plugin install zocks-advisor-intelligence

Source

Skills (7)

Skill client-attrition-risk

Finds the clients an advisor is quietly losing from their own book, ranking the households that have gone silent past their usual rhythm by how they felt last time, whether their sentiment was…

Any agent
```
npx skills add zocks-communications/zocks-agent-plugins --skill client-attrition-risk
```
Skill client-behavioral-profile

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…

Any agent
```
npx skills add zocks-communications/zocks-agent-plugins --skill client-behavioral-profile
```
Skill client-journey

Builds a client-ready Client Journey for one household — a five-stage lifecycle timeline marking where the family sits today, a relationship tree including beneficiaries never met, their outside…

Any agent
```
npx skills add zocks-communications/zocks-agent-plugins --skill client-journey
```
Skill held-away-radar

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…

Any agent
```
npx skills add zocks-communications/zocks-agent-plugins --skill held-away-radar
```
Skill household-review-pack

Prepares an annual or semi-annual household review from the last 12 to 24 months — goals then versus now, what changed in their finances and their life, the decisions taken, the commitments made…

Any agent
```
npx skills add zocks-communications/zocks-agent-plugins --skill household-review-pack
```
Skill next-best-action

Deep single-household analysis naming the one highest-value next action and proving why — unused tax space, a closing Roth conversion window, RMD and IRMAA sequencing, Social Security and survivor…

Any agent
```
npx skills add zocks-communications/zocks-agent-plugins --skill next-best-action
```
Skill tax-opportunity-scan

Builds a household's full tax opportunity picture from every analyzed meeting on record, across two horizons — current-year items with deadlines (deferral capacity, a second plan nobody checked…

Any agent
```
npx skills add zocks-communications/zocks-agent-plugins --skill tax-opportunity-scan
```

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.