Financial Advisor Pack

AI workflow pack for fee-only and dually-registered financial advisors — client review prep, market-summary comms, retirement-plan check-ins, meeting agendas, follow-up notes.

AI workflow pack for fee-only and dually-registered financial advisors — client review prep, market-summary comms, retirement-plan check-ins, meeting agendas, follow-up notes. NOT INVESTMENT ADVICE — consult a licensed fee-only CFP, CFA, or IAR for any specific recommendation. The AI does not predict markets, does not recommend specific securities, and does not replace your fiduciary judgment.

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每个工具包都标配四种格式——SKILL.md、优化包、Custom GPT 提示词以及每个平台的快速上手指南——再加上本工具包专属的参考文档。

• · SKILL.md
• · custom-gpt-instructions.md
• · memory.md
• · optimization-pack.md
• · quick-start.md
• · reference-workflows.md