Claude Skills
for financial advisors.

Skill #1. Voice Training

Build your complete AI voice guide in about 30 minutes.

A lot of advisors using AI get output that reads like a corporate marketing department wrote it. Voice Training fixes that by mapping how you actually communicate. It asks the right questions, reads your real writing samples, and builds a voice guide that captures your tone, your vocabulary, your compliance voice, and the analogies you reach for when you are explaining something complicated.

This is the foundation Skill, and every other Skill reads from the guide it creates. Build it first and use it forever.

Skill #2. Content Recycler

Turn one piece you already wrote into a week of content.

You already have good content in your archive doing nothing. The Content Recycler takes one longer piece, a newsletter or an article or a detailed LinkedIn post, pulls the strongest elements out of it, and rebuilds them into platform-ready posts for LinkedIn, Substack Notes, Facebook, X, and client emails.

It finds seven kinds of extractable material, from core insights and stories to frameworks and data points, and builds a new standalone post from each. When your audiences overlap, it pulls a different angle from the same source so you are not repeating yourself to the same people. Everything comes out in your voice with compliance guardrails already in place.

Skill #3. Niche Authority Scanner

See exactly what to publish so AI recommends you.

You answer four questions about who you serve, your authority topics, your geographic focus, and your website. The Scanner does the rest. It searches the web for what prospects in your niche are actually asking Google and ChatGPT, checks what already exists on those topics, and cross-references your own published work so it never hands you something you have already covered.

The output is a prioritized content plan, and each topic comes with the exact search a prospect would type, a suggested title in your voice, what you are up against, and why it is worth your time. About 25 percent of high-income prospects already use AI to find an advisor, so this Skill points your content straight at the moment they search. Run it once a quarter.

Skill #4. Content Generator

Go from a blank screen to a finished piece in three choices.

Tell the Content Generator your niche and what is happening in your clients' world right now. It gives you 10 topic ideas for your audience, you pick one, it gives you 10 hooks or subject lines for the platform you chose, you pick one, and it writes the finished piece in your voice with compliance guardrails built in.

It works for client newsletters, LinkedIn posts, Facebook posts, and Substack Notes, and it re-reads your voice guide before every draft so each one sounds like you. Finish one piece and it offers to write the same idea for another platform without starting over.

The blank screen is the reason a lot of advisors stop creating, and this is the Skill that makes that problem disappear.

Skill #5. The Quarterly Letter Generator

Write a client quarterly letter people actually read, in one sitting.

A lot of quarterly letters lead with what the market did, which clients can find anywhere. The Quarterly Letter Generator starts from your files instead, your voice guide and your compliance profile and your client segments, then interviews you about the quarter rather than the market. It asks what happened, who felt it, and what you want your clients to hear, and writes a letter that speaks to their plan and their worries instead of the index return.

Because it already knows your voice and your rules, the letter comes out sounding like you with compliance guardrails in place. Run it once a quarter and the letter people used to skip becomes the one they read.