Brennan Household

Maeve Brennan · HENRY · $145K · Vanguard

On TrackMedium riskAdvisor: Samir Patel · Ops: Jamal O.

Experience score

91/100

6-Month ReviewDay 88 / target 90

Journey type

Transfer + Planning

Next milestone

Advance to 12-Month Review / Renewal

Due

2026-05-14

Marketing sequence

Welcome — HENRY Growth

Started

2026-01-15

Notes

On cadence. Advance to 12-Month Review / Renewal due 2026-05-14.

Calendar & work orchestration

Tier C

Service expectation: Digital cadence + advisor touch on milestone events

Next best actionServiceLow

Build review packet

Pull portfolio snapshot, plan deltas, and prior meeting notes. (Brennan Household) · due 2026-06-06 · owner Samir Patel

Upcoming events (0)

No scheduled meetings.

Open work (1)

+25d

Review Prep

Pull portfolio snapshot, plan deltas, and prior meeting notes. (Brennan Household)

Scheduled · 2

Annual review meeting
meeting · Advisor · goal: Annual planning + renewal signal
Manual2026-02-24
Retention nurture
email · Marketing · goal: Retention reinforcement
Automated2026-02-24

Completed · 8

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2025-11-08
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2025-11-12
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2025-11-24
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2025-12-08
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2025-12-24
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2025-12-23
Allocation complete email
email · Advisor · goal: Confirm trade-to-target
HybridDone 2026-01-07
Welcome call
advisor call · Advisor · goal: Walk through portal
ManualDone 2026-01-04

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