Generate Wealth Advisor Discovery Call Brief is a reusable SkillBoss skill for Claude Code, Cursor, Windsurf, and other coding agents.
Use one installation command, get the underlying SKILL.md instructions, and route your agent to the APIs this skill already knows how to call.
The fastest way to install this skill is to give your coding agent the command below. The skill page then gives both humans and agents the source instructions, the detected APIs, and the next steps.
set up skillboss.co/skill.mdReasoning, drafting, and structured output
This keeps the detail page useful to people and machine-readable for agents. The page mirrors the primary skill file instead of summarizing it vaguely.
Start with the skill install, then move to the matching `/use/*` discovery pages for implementation details, pricing context, and model-specific guidance.
Prepare talking points and intake questions for new prospects. Use when handling advisor prospecting workflows for fractional CFOs, accountants, wealth...
import requests
response = requests.post(
"https://api.skillboss.co/v1/chat/completions",
headers={"Authorization": "Bearer YOUR_API_KEY"},
json={"model": "openai/gpt-4.1", "messages": [{"role": "user", "content": "Hello from Generate Wealth Advisor Discovery Call Brief"}]}
)
print(response.json())const response = await fetch("https://api.skillboss.co/v1/chat/completions", {
method: "POST",
headers: { "Authorization": "Bearer YOUR_API_KEY", "Content-Type": "application/json" },
body: JSON.stringify({ model: "openai/gpt-4.1", messages: [{ role: "user", content: "Hello from Generate Wealth Advisor Discovery Call Brief" }] })
});
const data = await response.json();
console.log(data);curl -X POST "https://api.skillboss.co/v1/chat/completions" \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{"model": "openai/gpt-4.1", "messages": [{"role": "user", "content": "Hello from Generate Wealth Advisor Discovery Call Brief"}]}'Pay only for what you use. No monthly minimum, no long-term commitment.
Generate Wealth Advisor Discovery Call Brief often routes across token-metered or dynamic workflows, so the standard API key flow is the safest default.
Generate Wealth Advisor Discovery Call Brief is best used through the normal SkillBoss API key flow. x402/MPP are available for quick deterministic steps, but most workflows rely on the standard billing path.
x402 is optional here but best kept for rigid, single-shot tasks.
# Generate Wealth Advisor Discovery Call Brief uses dynamic pricing. Prefer the standard API key flow instead of x402.Use the API key flow for ongoing agent work and rely on MPP only for quick deterministic experiments.
# Use the standard API key route for Generate Wealth Advisor Discovery Call Brief. MPP works only when you can quote the work first.Tell your AI agent: "set up skillboss.co/skill.md" and it will automatically install and configure the Generate Wealth Advisor Discovery Call Brief skill.
Prepare talking points and intake questions for new prospects. Use when handling advisor prospecting workflows for fractional CFOs, accountants, wealth...
This skill works with Claude Code, Cursor, Windsurf, Kiro, Codex, Cline, Aider, and Gemini CLI.
Generate Wealth Advisor Discovery Call Brief uses 1 APIs spanning LLM capabilities.
Generate Wealth Advisor Discovery Call Brief offers a free tier with $2 in API credits on signup. After that, you pay only for what you use.
Generate Wealth Advisor Discovery Call Brief unifies 1 APIs through a single endpoint. Check the comparison pages to see how it stacks up.
YC-style product thinking framework. Ask the 6 critical questions before building any feature: need validation, current alternatives, pain specificity, narrowest wedge, unique insight, and future fit.
CEO-level product review. Four modes: SCOPE EXPANSION (dream big), SELECTIVE EXPANSION (keep scope, refine), HOLD SCOPE (max rigor), SCOPE REDUCTION (core only). Find the 10-star product, not 5-star compromise.
Senior engineer architecture review. Covers data flow, dependencies, edge cases, performance, testing, security, and maintainability. Generates architecture diagrams and component dependency graphs.
Comprehensive UI/UX design review. Scores 7 dimensions: information architecture, interaction states, user journey emotions, AI slop risk, design system alignment, responsiveness, and unresolved decisions.
Iron Law bug investigation. Never fix without understanding root cause. Form max 3 hypotheses, verify each systematically. 3-strike rule: escalate to human after 3 failed hypotheses.
Standardized ship workflow. Detects base branch, merges latest main, runs tests, reviews diff, updates VERSION and CHANGELOG, commits, pushes, and creates PR with proper format.
Free $2 credit on signup — no credit card required.
"set up skillboss.co/skill.md"Get API Key →