Wealth Ops
Second Brain

Revenue Funnel & Routing

Pipeline health across acquisition funnels and the rules that route leads to advisor pods.

Funnel — All

Click a stage to drill in
New41 leads
41
↓ 49% to next stage
Qualified20 leads
20
↓ 75% to next stage
Meeting Scheduled15 leads
15
↓ 93% to next stage
Onboarding14 leads
14
↓ 36% to next stage
Client5 leads
5
95 leads · expected AUM $76,238,043

New leads & new clients — monthly trend

Explain routing and funnel health

Plain-language summary of how leads flow and where to focus.

Routing Logic

Static config — explainable to cross-functional partners.

  • IF
    Segment = Mass Affluent AND expected AUM < $500k
    →
    Core Pod (Marcus Chen, Jordan Ellis)
    High-volume digital servicing model best suited for this segment.
  • IF
    Segment = HENRY AND no equity-comp complexity
    →
    Digital Pod (Samir Patel)
    Scalable planning-first relationships with automated touchpoints.
  • IF
    Segment = HENRY AND equity-comp / business-owner flag
    →
    Core Pod (Jordan Ellis)
    Requires hands-on tax planning around RSU vesting and exits.
  • IF
    AUM $500k–$2M
    →
    Advisory Pod Beta (Diana Volkov)
    Mid-market HNW relationships with moderate complexity.
  • IF
    AUM > $2M OR complexity tag (estate, business sale, multi-gen)
    →
    Advisory Pod Alpha (Priya Raman)
    Deep planning bench for complex multi-generational wealth.
  • IF
    Assigned advisor capacity = High
    →
    Reroute to next available pod-mate; flag to Head of Ops.
    Protect service quality and SLA adherence.