Five skills that replace 80% of an advisor's repetitive client workload.
Five Claude skills that cover the 80/20 of an RIA's client-facing workload: onboarding packet generation, quarterly client reports, IPS drafting, fee-disclosure compliance review, and meeting prep. The operational backbone of a modern fiduciary practice — audit-defensible, compliance-aware, and built for advisors who want to grow AUM without growing headcount.
Coming soon — content is being finalized. Email josh@thetalkinghedge.com to be notified when this pack ships.
Advisor Meeting Prep (Prospect + Client)
Pre-meeting intel brief: pulls prospect/client data (CRM history, portfolio changes since last meeting, in-the-news triggers, tax-year context, upcoming liquidity events), generates talking-points memo, flags relationship risks (outflows, competitor contact, unopened emails), and drafts discussion agenda. Turns 30-min prep into 5-min prep.
Client Onboarding Packet Generator (RIA / IA)
Claude workflow that intakes new client data (demographics, goals, risk profile, existing assets) and generates the full onboarding packet: Investment Policy Statement draft, fee schedule, Form ADV Part 2B for the assigned advisor, advisor agreement, risk questionnaire, and initial allocation recommendation. Compliance-aware — pulls boilerplate from firm-specific RAG, flags sections needing human sign-off.
Fee Disclosure Review & Compliance Check
Claude-powered compliance review: scans advisor-to-client communication (emails, performance reports, marketing copy) for missing fee disclosures, prohibited performance-based claims, required risk warnings, and cherry-picked performance. Flags every SEC-rule violation before the comms go out. Cites the specific rule citation per flag (Advisers Act 206, marketing rule 206(4)-1, custody rule 206(4)-2).
Investment Policy Statement (IPS) Drafter
Drafts full IPS documents from client intake data: return objectives, risk tolerance, liquidity needs, time horizon, asset-class constraints, rebalancing policy, manager selection criteria, performance measurement framework. Boilerplate language pulled from firm-approved RAG source; advisor reviews + signs. Audit-defensible structure matching CFA Institute IPS best practices.