Wealth Ops
Second Brain
First-Year Program

Greco Household

Sofia Greco · HNW · $2.35M · Fidelity

At RiskHigh riskAdvisor: Diana Volkov · Ops: Jamal O.
Experience score
49/100
90-Day EngagementDay 82 / target 60 · overdue
Journey type
Planning-Only
Next milestone
Advance to 6-Month Review
Due
2026-04-20
Marketing sequence
Welcome — HNW Transfer
Started
2025-09-13
Notes
Tracking close to SLA. Advance to 6-Month Review due 2026-04-20.

Recommended next actions

  1. 1.
    Re-send DocuSign with personal note; escalate to advisor if no response in 48h.
    Medium · missing documents · due 2026-05-05 · Ops: Jamal O.
    See recover list (At Risk) →Open household →

Calendar & work orchestration

Tier B
At-Risk1Y
Service expectation: Advisor touch within 60 days · review within 120 days
Next best actionGrowthMedium
Schedule prospect follow-up
Confirm next meeting and pre-read. (Greco Household) · due 2026-05-21 · owner Diana Volkov
Upcoming events (0)

No scheduled meetings.

Open work (2)
+9d
Task
Schedule prospect follow-upGrowthMediumTier B
Confirm next meeting and pre-read. (Greco Household)
At-Risk
+19d
Service Outreach
Quarterly check-in noteServiceMediumTier B
Send personal note + market context. (Greco Household)
At-Risk

Milestones

  • Signed2025-09-15
  • KYC completed2025-09-19
  • Accounts opened2025-09-25
  • Transfer initiated2025-09-26
  • Funded2025-10-09
  • Welcome call2025-10-03
  • First plan delivered2025-10-14
  • 30-day review2025-10-16
  • 6-month review
  • 12-month review

Recent touchpoints

Overdue · 1
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-02-17
Scheduled · 2
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-02-15
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-03-03
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2025-11-28
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2025-11-30
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2025-12-13
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2025-12-26
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-01-10
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-01-09
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-01-22
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-01-24

All exceptions for this household

Mediummissing documents
Greco Household · owner: Diana Volkov · opened 11d ago
due 2026-05-05

Household journey brief

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