Wealth Ops
Second Brain
First-Year Program

Singh Family

Anjali Singh · Mass Affluent · $473K · Schwab

On TrackMedium riskAdvisor: Jordan Ellis · Ops: Sarah K.
Experience score
87/100
6-Month ReviewDay 85 / target 90
Journey type
New Client
Next milestone
Advance to 12-Month Review / Renewal
Due
2026-05-17
Marketing sequence
Welcome — Digital Low-Touch
Started
2026-03-14
Notes
On cadence. Advance to 12-Month Review / Renewal due 2026-05-17.

Calendar & work orchestration

Tier C
1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionComplianceHigh
Resolve stalled transfer
Open custodian ticket; confirm ABA and account number. (Singh Family) · due 2026-05-12 · owner Jordan Ellis
Upcoming events (3)
2:00 PM
45m
Onboarding Call · Singh FamilyServiceLowTier C
Onboarding Call·Jordan Ellis
1Y
1:00 PM
45m
White-Glove Touch · Singh FamilyServiceLowTier C
White-Glove Touch·Jordan Ellis·prep needed
1Y
1:00 PM
60m
Review Meeting · Singh FamilyServiceLowTier C
Review Meeting·Jordan Ellis·prep needed
1Y
Recent completed
  • 2026-05-10 · Prospect Consult · Completed
  • 2026-05-08 · Review Meeting · Completed
Open work (2)
today
Exception
Resolve stalled transferComplianceHighTier C
Open custodian ticket; confirm ABA and account number. (Singh Family)
1Y
+49d
Service Outreach
Re-engagement callRetentionMediumTier C
Personal advisor outreach — low portal engagement. (Singh Family)
1Y

Milestones

  • Signed2026-03-16
  • KYC completed2026-03-21
  • Accounts opened2026-03-22
  • Transfer initiated2026-03-23
  • Funded2026-03-31
  • Welcome call2026-04-07
  • First plan delivered2026-04-04
  • 30-day review2026-04-11
  • 6-month reviewcompleted
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Annual review meeting
    meeting · Advisor · goal: Annual planning + renewal signal
    Manual2026-03-01
  • Retention nurture
    email · Marketing · goal: Retention reinforcement
    Automated2026-02-26
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2025-11-11
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2025-11-14
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2025-11-25
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2025-12-12
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2025-12-25
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2025-12-26
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-01-05
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-01-07

Household journey brief

Synthesize the journey, surface risks, and draft the next advisor touch.