Wealth Ops
Second Brain
First-Year Program

Petrov Trust

Irina Petrov · HNW · $3.54M · Pershing

On TrackLow riskAdvisor: Diana Volkov · Ops: Marcus Trent
Experience score
82/100
30-Day ActivationDay 3 / target 30
Journey type
Planning-Only
Next milestone
Advance to 90-Day Engagement
Due
2026-06-08
Marketing sequence
Welcome — HNW Transfer
Started
2025-10-29
Notes
On cadence. Advance to 90-Day Engagement due 2026-06-08.

Calendar & work orchestration

Tier A
WG1Y
Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal
Next best actionOperationsHigh
Update CRM with meeting outcome
Log notes and next steps in CRM. (Petrov Trust) · due 2026-05-12 · owner Diana Volkov
Upcoming events (3)
4:30 PM
20m
Funding Follow-Up · Petrov TrustServiceMediumTier A
Funding Follow-Up·Diana Volkov
WG
12:00 PM
45m
Onboarding Call · Petrov TrustServiceHighTier A
Onboarding Call·Diana Volkov
WG
1:00 PM
45m
White-Glove Touch · Petrov TrustServiceHighTier A
White-Glove Touch·Diana Volkov·prep needed
WG
Open work (3)
today
Reminder
Update CRM with meeting outcomeOperationsHighTier A
Log notes and next steps in CRM. (Petrov Trust)
WG
+4d
Service Outreach
Quarterly check-in noteServiceMediumTier A
Send personal note + market context. (Petrov Trust)
WG
+6d
Review Prep
Build review packetServiceMediumTier A
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Petrov Trust)
WG

Milestones

  • Signed2025-10-31
  • KYC completed2025-11-06
  • Accounts opened2025-11-08
  • Transfer initiated2025-11-14
  • Funded2025-11-18
  • Welcome call2025-11-16
  • First plan delivered2025-11-22
  • 30-day review2025-12-03
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 6
  • 30-day check-in
    advisor call · Advisor · goal: Surface questions, confirm engagement
    Manual2026-05-09
  • First plan delivery
    meeting · Advisor · goal: Walk through first plan
    Manual2026-05-06
  • Education drip — basics
    content drip · Marketing · goal: Drive portal engagement
    Automated2026-05-07
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-05-20
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-05-23
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-05-21
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-02-28
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-03-05
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-03-14
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-03-28
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-04-14
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-04-15
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-04-25
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-04-29

Household journey brief

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