# zocks-advisor

Seven meeting intelligence skills for wealth advisors. Evaluates churn risks, spots held-away accounts, and prepares household review dossiers.

- plugin · `type=plugin` · Claude Code
- Author: Zocks
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/zocks-communications/zocks-agent-plugins
- Updated: 2026-10-08
- HTML: https://affpapa.org/en/nevibecode/plugins/zocks-advisor

## What it does

The plugin equips Claude Code with seven analytical skills built for advisory practices. Instead of combing through raw notes, it queries structured records from client conversations, tracking expressed sentiment, family relationships, commitments, and life events. Every output ties directly to a specific meeting date in the source log.

Its workflows surface attrition risks and detect outside investment accounts mentioned during calls. It can also prepare tax talking points for outside accountants. Reports run live on demand, leaving client records off local drives. Only firm visual assets like slide templates and logos save to `~/.zocks-brand/`.

Operation relies strictly on an active Zocks subscription and its MCP connector. The plugin rejects raw text transcripts and generic CRM exports. Without the official connector present in the session, the skills refuse to execute.

## Install

### Claude Code (native platform)

**Plugin marketplace**
In the agent chat (not a shell):
```text
/plugin install zocks-advisor@claude-plugins-official
```
In the agent chat (not a shell):
```text
/plugin marketplace add anthropics/claude-plugins-official
```

## When to use it
- Track client sentiment and behavioral shifts before scheduled calls
- Identify households overdue for contact to mitigate attrition risk
- Catalog held-away accounts and outside inheritances mentioned in dialogue
- Assemble annual review dossiers with goal progress and open commitments
- Prepare tax planning agendas and briefing notes for CPAs

## Example prompts
- Check for households at risk of churn this week using `client-attrition-risk`
- Generate an annual review packet for the Miller family with `household-review-pack`
- Scan outside accounts mentioned in recent meetings via `held-away-radar`

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md