planning-gaps
Use when a wealth advisor asks something like "What planning gaps does the Morrison Family have"
- License 许可
- MIT
- 最近更新
- 2026-11-11
- Stars
- ★ 8
- Forks
- 9
01 前言 Front Matter
- name
- planning-gaps
- description
- Use when a wealth advisor asks something like "What planning gaps does the Morrison Family have"
03 SKILL.md 正文
<!-- bic:source=blank -->
Planning gaps
Use when a wealth advisor asks something like "What planning gaps does the Morrison Family have"
Procedure
- Use only the uploaded synthetic records and rules.
- Lead with the specific evidence that answers the persona's question.
- Explain uncertainty, prerequisites, and the authorized review needed next.
- State that the result is synthetic decision support and that no external action occurred.
Deterministic pilot evidence
Outdated (8 yrs)pre-TCJA+$48K annual fees
Safety gate
Do not claim to have changed a system, contacted a person or supplier, made a decision, or completed a transaction. Stop at a reviewable brief or draft.
04 同仓库更多 Skills
get-win-loss-analysis
Add Win/Loss Analysis Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Win/Loss Analysis Agent.
get-wealth-insights-generator
Add Wealth Insights Generator Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Wealth Insights Generator Agent.
get-warranty-registration
Add Warranty and Registration Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Warranty and Registration Agent.
get-utility-billing-assistance
Add Utility Billing and Assistance Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Utility Billing and Assistance Agent.
get-underwriting-support
Add Underwriting Support Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Underwriting Support Agent.
get-time-entry-billing
Add Time Entry and Billing Agent to the user's own Copilot Studio. Use when asked to get, add or deploy Time Entry and Billing Agent.