Wealth Ops
Second Brain
First-Year Program

Walsh Household

Connor Walsh · HENRY · $80K · Schwab

At RiskHigh riskAdvisor: Samir Patel · Ops: Sarah K.
Experience score
62/100
90-Day EngagementDay 65 / target 60 · overdue
Journey type
Digital Low-Touch
Next milestone
Advance to 6-Month Review
Due
2026-05-07
Marketing sequence
Welcome — Digital Low-Touch
Started
2025-09-20
Notes
Tracking close to SLA. Advance to 6-Month Review due 2026-05-07.

Recommended next actions

  1. 1.
    Contact custodian transfer ops; verify ACAT title match; offer phone walkthrough.
    Critical · stalled transfer · due 2026-05-09 · Ops: Sarah K.
    See recover list (Off Track) →Open household →

Calendar & work orchestration

Tier C
At-Risk1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionServiceMedium
Quarterly check-in note
Send personal note + market context. (Walsh Household) · due 2026-05-28 · owner Samir Patel
Upcoming events (0)

No scheduled meetings.

Open work (2)
+16d
Service Outreach
Quarterly check-in noteServiceMediumTier C
Send personal note + market context. (Walsh Household)
At-Risk
+4d
Reminder
Update CRM with meeting outcomeOperationsMediumTier C
Log notes and next steps in CRM. (Walsh Household)
At-Risk

Milestones

  • Signed2025-09-22
  • KYC completed2025-09-28
  • Accounts opened2025-09-27
  • Transfer initiated2025-09-29
  • Funded2025-10-08
  • Welcome call2025-10-10
  • First plan delivered2025-10-16
  • 30-day review2025-10-26
  • 6-month review
  • 12-month review

Recent touchpoints

Overdue · 1
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-03-07
Scheduled · 1
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-03-19
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2025-12-16
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2025-12-15
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2025-12-30
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-01-12
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-01-30
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-01-30
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-02-13
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-02-09

All exceptions for this household

Criticalstalled transfer
Walsh Household · owner: Samir Patel · opened 6d ago
due 2026-05-09

Household journey brief

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