Wealth Ops
Second Brain
First-Year Program

Zhao Household

Wei Zhao · Mass Affluent · $380K · Fidelity

At RiskHigh riskAdvisor: Eva Lindgren · Ops: Lena Park
Experience score
60/100
90-Day EngagementDay 80 / target 60 · overdue
Journey type
New Client
Next milestone
Advance to 6-Month Review
Due
2026-04-22
Marketing sequence
Welcome — HENRY Growth
Started
2026-01-29
Notes
Tracking close to SLA. Advance to 6-Month Review due 2026-04-22.

Recommended next actions

  1. 1.
    Trigger re-engagement email + advisor outreach call; consider plan refresh.
    Medium · low engagement · due 2026-05-06 · Advisor: Eva Lindgren
    See recover list (At Risk) →Open household →

Calendar & work orchestration

Tier C
At-Risk1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionServiceHigh
Send post-meeting follow-up
Recap notes, action items, and next steps email. (Zhao Household) · due 2026-08-18 · owner Eva Lindgren
Upcoming events (4)
4:30 PM
45m
White-Glove Touch · Zhao HouseholdServiceHighTier C
White-Glove Touch·Eva Lindgren·prep needed
At-Risk
3:00 PM
45m
White-Glove Touch · Zhao HouseholdServiceHighTier C
White-Glove Touch·Eva Lindgren·prep needed
At-Risk
9:30 AM
30m
Retention Outreach · Zhao HouseholdRetentionHighTier C
Retention Outreach·Eva Lindgren
At-Risk
10:00 AM
45m
White-Glove Touch · Zhao HouseholdServiceHighTier C
White-Glove Touch·Eva Lindgren·prep needed
At-Risk
Recent completed
  • 2026-05-08 · Review Meeting · Completed
Open work (2)
+98d
Follow-Up
Send post-meeting follow-upServiceHighTier C
Recap notes, action items, and next steps email. (Zhao Household)
At-Risk
+15d
Document Collection
Trusted contact formComplianceMediumTier C
Request and file trusted-contact form. (Zhao Household)
At-Risk

Milestones

  • Signed2026-01-31
  • KYC completed2026-02-05
  • Accounts opened2026-02-11
  • Transfer initiated2026-02-13
  • Funded2026-02-25
  • Welcome call2026-02-14
  • First plan delivered2026-02-20
  • 30-day review2026-03-08
  • 6-month review
  • 12-month review

Recent touchpoints

Overdue · 1
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-02-19
Scheduled · 1
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-03-06
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2025-12-04
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2025-12-03
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2025-12-14
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2025-12-29
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-01-11
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-01-12
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-01-24
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-01-29

All exceptions for this household

Mediumlow engagement
Zhao Household · owner: Lena Park · opened 14d ago
due 2026-05-06

Household journey brief

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