ria-client-behavior-coaching

ria-client-behavior-coaching is a skill for Claude Code, Codex from deciqAI/knowledge-skills. It costs 79 tokens per session (735 once invoked), scanned A, original, MIT.

A coaching framework for helping investment-advisory clients respond to market losses without making impulsive decisions. It uses loss aversion, the tendency for losses to feel more significant than similar gains, to shape how plans and reviews are discussed.

In plain words
What is it for?
Use it during market drops, performance reviews, onboarding, and risk-tolerance discussions with clients who may want to sell after losses.
Why use it?
It helps advisers separate emotional reactions from genuine changes in a client's financial plan. Pre-agreed actions and goal-focused language can make downturn decisions more deliberate.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Needs its repository: it reads a path above its own folder, which exists only inside the repository. The line is **Industry front door for [loss-aversion-prospect-theory](../loss-aversion-prospect-theory/SKILL.md).** Adds domain triggers, example, packs only. Parent Proces.

Good fit Use it during market drops, performance reviews, onboarding, and risk-tolerance discussions with clients who may want to sell after losses.

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Install

Getting it into your agent

It runs from inside its repository, so the clone comes first — what it calls does not travel with the file alone.

Clone the repo
git clone --depth 1 https://github.com/deciqAI/knowledge-skills
agentmods
npx agentmods add skills/deciqai/knowledge-skills/ria-client-behavior-coaching

Made for: Claude Code, Codex.

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README.md
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Per session 79 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 735 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00079 $0.00735
Opus 5 $0.00039 $0.00367
Sonnet 5 $0.00016 $0.00147
Haiku 4.5 $0.00008 $0.00073

Measured 9d ago against content hash b47206fa27ce, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

ria-client-behavior-coaching scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

ria-client-behavior-coaching/SKILL.md · 50 lines

How it starts

The opening of the file, as written. The whole thing — 50 lines — stays where its author put it; the contents beside it link to each section on GitHub.

RIA — Client Behavior Coaching (Loss Aversion)

Industry front door for loss-aversion-prospect-theory. Adds domain triggers, example, packs only. Parent Process unchanged. Not investment advice.

Activate when: a market drop has clients wanting to sell; framing performance reviews; onboarding risk tolerance; "clients panic in downturns," "how do I keep them invested?" Do NOT activate when: a genuine plan change is warranted (don't rationalize a real problem away).

Why this variant

The parent loss-aversion-prospect-theory shows losses loom ~2× gains and that framing drives choices. An RIA's biggest value-add (and retention lever) is preventing clients from selling low. Coaching = re-framing and pre-committing against predictable behavioral errors.

Domain inputs → parent's Process

  • Pre-commit: set the response to a drawdown in the IPS before it happens (rebalance, don't flee).
  • Reframe: show goal-progress and time-diversified odds, not daily P&L; frame in dollars-to-goal.
  • Reference points: avoid anchoring clients to the peak; anchor to plan and funded-ratio.
  • Distinguish behavioral panic from a real plan change (don't over-suppress legitimate concerns).

Worked example

–20% quarter; client emails "get me out." → Loss aversion at work. Coaching: revisit the pre-agreed IPS drawdown policy, reframe to funded-ratio and historical recovery odds, execute the planned rebalance. Selling now converts a paper loss to permanent. Retention + fiduciary care both served.

Packs

  • Solo: drawdown-communication script + IPS pre-commitment clause.
  • Advisory: proactive down-market outreach cadence (contact before they panic).

Red flags

  • Reacting to client emotion with a portfolio change that isn't in the plan.
  • Reporting that emphasizes short-term P&L.
  • No pre-agreed policy for downturns.

Verification

  • Downturn response pre-committed in IPS
  • Reframe to goal/funded-ratio prepared
  • Panic vs real-change distinguished
  • Proactive outreach before client initiates

Read the full file on GitHub · 50 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 50 lines · 79 tokens per session scan A b47206fa27ce

Subscribe to this mod's changes

ria-client-behavior-coaching is a skill published in the GitHub repository deciqAI/knowledge-skills (10 stars, last pushed 10d ago), licensed MIT. It adds 79 tokens to every session and 735 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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