Wealth Ops
Second Brain
First-Year Program

Iwasaki Household

Haru Iwasaki · HNW · $1.85M · Schwab

At RiskHigh riskAdvisor: Diana Volkov · Ops: Lena Park
Experience score
55/100
30-Day ActivationDay 36 / target 30 · overdue
Journey type
New Client
Next milestone
Advance to 90-Day Engagement
Due
2026-05-06
Marketing sequence
Welcome — HENRY Growth
Started
2025-11-30
Notes
Tracking close to SLA. Advance to 90-Day Engagement due 2026-05-06.

Recommended next actions

  1. 1.
    Contact custodian transfer ops; verify ACAT title match; offer phone walkthrough.
    Critical · stalled transfer · due 2026-05-17 · Ops: Lena Park
    See recover list (Off Track) →Open household →

Calendar & work orchestration

Tier B
At-Risk1Y
Service expectation: Advisor touch within 60 days · review within 120 days
Next best actionServiceCritical
Run Roth conversion analysis
Model conversion across remaining tax-bracket window. (Iwasaki Household) · due 2026-05-03 · owner Diana Volkov
Upcoming events (3)
12:30 PM
20m
Funding Follow-Up · Iwasaki HouseholdServiceHighTier B
Funding Follow-Up·Diana Volkov
At-Risk
8:00 AM
45m
White-Glove Touch · Iwasaki HouseholdServiceHighTier B
White-Glove Touch·Diana Volkov·prep needed
At-Risk
10:30 AM
45m
Prospect Consult · Iwasaki HouseholdGrowthHighTier B
Prospect Consult·Diana Volkov·prep needed
At-Risk
Open work (4)
1 overdue
-9d
Planning Action
Run Roth conversion analysisServiceCriticalTier B
Model conversion across remaining tax-bracket window. (Iwasaki Household)
At-Risk9d
today
Review Prep
Build review packetServiceHighTier B
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Iwasaki Household)
At-Risk
+67d
Service Outreach
Quarterly check-in noteServiceMediumTier B
Send personal note + market context. (Iwasaki Household)
At-Risk
+23d
Reminder
Confirm calendar holdsOperationsMediumTier B
Confirm calendar invitations and pre-reads sent. (Iwasaki Household)
At-Risk

Milestones

  • Signed2025-12-02
  • KYC completed2025-12-07
  • Accounts opened2025-12-12
  • Transfer initiated2025-12-12
  • Funded2025-12-26
  • Welcome call2025-12-18
  • First plan delivered2025-12-28
  • 30-day review2025-12-31
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 3
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-04-18
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-04-17
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-04-18
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-01-26
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-01-29
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-02-12
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-02-26
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-14
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-03-11
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-03-23
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-03-26

All exceptions for this household

Criticalstalled transfer
Iwasaki Household · owner: Lena Park · opened 2d ago
due 2026-05-17

Household journey brief

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