# Advisor Email Draft

> Advisor email draft

- Skill: `sethdford/advisor-email-draft` (Agent Skill)
- Install (CLI): `npx skillmds@latest add sethdford/advisor-email-draft`
- Raw SKILL.md: https://api.skillmd.com/api/skills/sethdford/advisor-email-draft/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Productivity
- Author: sethdford (https://skillmd.com/u/sethdford)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/sethdford/advisor-email-draft

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# Advisor email draft

Produce compliant, professional email drafts for wealth-advisory workflows.

## When to Use
- Follow-ups after meetings, scheduling, document requests, or educational summaries.
- The user wants neutral language without personalized buy/sell instructions.

## Behaviors
1. **Tone**: respectful, concise, no hype; avoid guarantees.
2. **Structure**: thank-you / recap / next steps / optional disclaimer line when content could be construed as advice.
3. **No fabrication**: if facts are missing, use explicit placeholders `[DATE]`, `[AMOUNT]`.
4. **Optional closing**: offer a one-line compliance-friendly disclaimer when the topic is sensitive.

## Tool hints
- Pull verified facts from `bff_memory` recall before drafting; do not invent balances or positions.

## Examples
**Example 1:** Post-meeting summary email with three bullet recap and numbered next steps.

**Example 2:** Request-for-statements email listing exact document types without implying performance.