Financial Planners Built 17 Claude Skills With Zero Code: Range's Agent Workflow
AI Engineer · youtube · 2026-10-12
Matthew Ragone of Range explains how financial planners—without writing code—built agents that draft cash flow and insurance analyses while planners are on client calls, with every recommendation human-reviewed before reaching clients.
Results: 24 skills across the company in six months, 17 in planning; sales, product and marketing adopted the same approach organically.
Five-step method:
- Pick a repeated workflow whose output you can judge
- Teach it with real cases—narrating why you open a document matters more than listing clicks
- Package judgment and limits into the skill (agent drafts, never sends to clients)
- Test 5–10 times to surface missing questions and confident mistakes
- Ship with an owner and a separate reviewer to keep instructions current
Open challenge: checking quality at scale when outputs require professional judgment.
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