Wealth Ops
Second Brain
First-Year Program

Faruq Family

Khalil Faruq · HNW · $2.35M · Fidelity

On TrackLow riskAdvisor: Aisha Okafor · Ops: Jamal O.
Experience score
89/100
KYC / Account SetupDay 1 / target 7
Journey type
Digital Low-Touch
Next milestone
Advance to Transfer / Funding In Progress
Due
2026-05-18
Marketing sequence
Welcome — HENRY Growth
Started
2025-08-24
Notes
On cadence. Advance to Transfer / Funding In Progress due 2026-05-18.

Calendar & work orchestration

Tier B
Service expectation: Advisor touch within 60 days · review within 120 days
Next best actionComplianceMedium
Collect KYC document
Resend DocuSign for missing KYC artifact and confirm receipt. (Faruq Family) · due 2026-05-18 · owner Aisha Okafor
Upcoming events (3)
1:00 PM
45m
Prospect Consult · Faruq FamilyGrowthMediumTier B
Prospect Consult·Aisha Okafor·prep needed
8:30 AM
45m
White-Glove Touch · Faruq FamilyServiceMediumTier B
White-Glove Touch·Aisha Okafor·prep needed
4:30 PM
60m
Review Meeting · Faruq FamilyServiceMediumTier B
Review Meeting·Aisha Okafor·prep needed
Open work (2)
+6d
Document Collection
Collect KYC documentComplianceMediumTier B
Resend DocuSign for missing KYC artifact and confirm receipt. (Faruq Family)
+8d
Document Collection
Collect KYC documentComplianceMediumTier B
Resend DocuSign for missing KYC artifact and confirm receipt. (Faruq Family)

Milestones

  • Signed2025-08-26
  • KYC completed2025-08-29
  • Accounts opened2025-09-04
  • Transfer initiated2025-09-09
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 3
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    Automated2026-05-09
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    Hybrid2026-05-23
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    Automated2026-05-25
Completed · 3
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-04-18
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-04-15
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-04-30

Household journey brief

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