Wealth Ops
Second Brain
First-Year Program

Adeyemi Household

Tunde Adeyemi · HNW · $4.05M · Fidelity

On TrackLow riskAdvisor: Priya Raman · Ops: Jamal O.
Experience score
85/100
12-Month Review / RenewalDay 10 / target 60
Journey type
Digital Low-Touch
Next milestone
Complete first-year program
Due
2026-07-01
Marketing sequence
Welcome — HNW Transfer
Started
2025-07-11
Notes
On cadence. Complete first-year program due 2026-07-01.

Calendar & work orchestration

Tier A
Service expectation: Advisor call within 30 days · review within 90 days
Next best actionRetentionMedium
Re-engagement call
Personal advisor outreach — low portal engagement. (Adeyemi Household) · due 2026-05-22 · owner Priya Raman
Upcoming events (2)
4:30 PM
45m
Prospect Consult · Adeyemi HouseholdGrowthMediumTier A
Prospect Consult·Priya Raman·prep needed
1Y
10:30 AM
60m
Review Meeting · Adeyemi HouseholdServiceMediumTier A
Review Meeting·Priya Raman·prep needed
1Y
Open work (3)
+10d
Service Outreach
Re-engagement callRetentionMediumTier A
Personal advisor outreach — low portal engagement. (Adeyemi Household)
1Y
+1d
Service Outreach
White-glove personal touchServiceMediumTier A
Personal note or call — relationship maintenance. (Adeyemi Household)
1Y
+10d
Review Prep
Build review packetServiceLowTier A
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Adeyemi Household)
1Y

Milestones

  • Signed2025-07-13
  • KYC completed2025-07-15
  • Accounts opened2025-07-23
  • Transfer initiated2025-07-23
  • Funded2025-07-25
  • Welcome call2025-08-04
  • First plan delivered2025-08-05
  • 30-day review2025-08-16
  • 6-month reviewcompleted
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Annual review meeting
    meeting · Advisor · goal: Annual planning + renewal signal
    Manual2026-04-29
  • Retention nurture
    email · Marketing · goal: Retention reinforcement
    Automated2026-04-29
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-01-11
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-01-12
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-01-26
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-02-10
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-02-26
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-02-24
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-03-09
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-03-07

Household journey brief

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