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Preparing client review meetings and packages v1.0.0

Use this resource to prepare a client review meeting

New

  • 476 downloads
  • 199 likes
  • 182 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install client-review-preparation

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent gathers the client profile and investment policy, measures allocation drift and prepares talking points. It also runs a compliance pre-check before the meeting. You get a meeting package with its agenda.

Mostly picked by

Updated November 2, 2026

Card for the “Preparing client review meetings and packages” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: client context, performance and allocation drift
  • SKILL.md: talking points, recommendations and compliance pre-check

Good fit for

  • An annual review is coming up for a retired couple
  • A life event justifies an early review

Not for

    Tags

    • client review
    • preparation
    • meeting
    • drift
    • advice

    About

    You say

    “Prepare the quarterly review for an executive: allocation drift and points to raise.”

    Card for the “Preparing client review meetings and packages” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to prepare a client review meeting
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md25 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/advisory-practice/skills/client-review-prep
    Licence
    MIT

    Notice

    « client-review-prep » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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