joellewis

by Joel Lewis

Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from onboarding through reporting.

by Joel Lewis

Back-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.

by Joel Lewis

US securities regulatory guidance for broker-dealers and investment advisers. Covers FINRA, SEC, ERISA, FinCEN, and CFA Institute GIPS requirements. Guidance-only — no Python scripts.

by Joel Lewis

Mathematical and statistical foundations required by all other plugins. Always installed — every plugin implicitly depends on core.

by Joel Lewis

Data foundations that every financial system depends on. Covers reference data management, market data feeds, integration patterns for financial systems, and data quality governance.

by Joel Lewis

Order lifecycle from entry through settlement, plus operational and counterparty risk. Serves advisor, algorithmic, and client-direct trading contexts.

by Joel Lewis

Investment knowledge for personal and institutional wealth management. Covers risk measurement, asset classes, valuation, portfolio construction, policy and planning, personal finance, behavioral finance, and reporting.

by Joel Eleazar

Negotiation and interpersonal skills: tactical negotiation, influence architecture, rapport building, feedback coaching, and difficult conversations

by Joel Eleazar

Leadership and organizational execution: strategic clarity, devil's advocate stress-testing, operational excellence, platform strategy, team building, hiring, and decision frameworks

by Joel Eleazar

Process and platform enforcement: session bootstrap, skill invocation discipline, TDD for skill authoring, prompt optimization, mental models, and meta-learning

by Joel Eleazar

Fiction and storytelling craft: plot architecture, character vulnerability design, world-building logic systems, and dialogue technique

by Joel Eleazar

Non-fiction writing and persuasion: structural precision, copy editing, emotional resonance, memo stress-testing, and evidence-based advertising

by Joel Eleazar

Strategic discovery-to-delivery chain: problem framing, stakeholder mapping, market analysis, competitive teardown, persona building, business cases, PRDs, pitch decks, and validation gates