# Zocks

> Financial advisor client workflows

Skills for Zocks client reviews, meeting preparation, relationship analysis, and advisor follow-up.

## Profile stats

- Skills: 7
- Stars: 0
- Best skill: client-attrition-risk

## Links

- HTML page: https://omgskills.com/library/zocks-communications/
- GitHub: https://github.com/zocks-communications

## Featured skills

- [client-attrition-risk](https://omgskills.com/skills/zocks-communications/zocks-agent-plugins/skills/client-attrition-risk/index.md) — Finds the clients an advisor is quietly losing from their own book, ranking the households that have gone silent past...
   - [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md) · 0 stars
- [client-behavioral-profile](https://omgskills.com/skills/zocks-communications/zocks-agent-plugins/skills/client-behavioral-profile/index.md) — Reads one advisory client or household two ways — a fast temperature check on whether they are cooling, steady or...
   - [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md) · 0 stars
- [client-journey](https://omgskills.com/skills/zocks-communications/zocks-agent-plugins/skills/client-journey/index.md) — Builds a client-ready Client Journey for one household — a five-stage lifecycle timeline marking where the family sits...
   - [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md) · 0 stars
- [held-away-radar](https://omgskills.com/skills/zocks-communications/zocks-agent-plugins/skills/held-away-radar/index.md) — Ranked pipeline of held-away asset opportunities from the advisor's own recent meetings — old 401(k)s, outside...
   - [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md) · 0 stars
- [household-review-pack](https://omgskills.com/skills/zocks-communications/zocks-agent-plugins/skills/household-review-pack/index.md) — Prepares an annual or semi-annual household review from the last 12 to 24 months — goals then versus now, what changed...
   - [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md) · 0 stars
- [next-best-action](https://omgskills.com/skills/zocks-communications/zocks-agent-plugins/skills/next-best-action/index.md) — Deep single-household analysis naming the one highest-value next action and proving why — unused tax space, a closing...
   - [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md) · 0 stars
- [tax-opportunity-scan](https://omgskills.com/skills/zocks-communications/zocks-agent-plugins/skills/tax-opportunity-scan/index.md) — Builds a household's full tax opportunity picture from every analyzed meeting on record, across two horizons —...
   - [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md) · 0 stars

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