CLAUDE CODE productivity

zocks-advisor

by Zocks

Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers, household review packs, next-best-action analysis and a tax opportunity scan. Requires the Zocks connector and a Zocks account.

Install

claude plugins add zocks-advisor

Run this command in your terminal to install the plugin via Claude Code.

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