Wealth Ops
Second Brain
First-Year Program

Halvorsen Family

Erik Halvorsen · HNW · $4.10M · Schwab

On TrackLow riskAdvisor: Aisha Okafor · Ops: Lena Park
Experience score
92/100
30-Day ActivationDay 12 / target 30
Journey type
Transfer + Planning
Next milestone
Advance to 90-Day Engagement
Due
2026-05-30
Marketing sequence
Welcome — Mass Affluent
Started
2025-07-27
Notes
On cadence. Advance to 90-Day Engagement due 2026-05-30.

Calendar & work orchestration

Tier A
Service expectation: Advisor call within 30 days · review within 90 days
Next best actionComplianceMedium
Trusted contact form
Request and file trusted-contact form. (Halvorsen Family) · due 2026-05-23 · owner Aisha Okafor
Upcoming events (0)

No scheduled meetings.

Open work (2)
+11d
Document Collection
Trusted contact formComplianceMediumTier A
Request and file trusted-contact form. (Halvorsen Family)
1Y
+40d
Reminder
Confirm calendar holdsOperationsLowTier A
Confirm calendar invitations and pre-reads sent. (Halvorsen Family)
1Y

Milestones

  • Signed2025-07-29
  • KYC completed2025-08-04
  • Accounts opened2025-08-06
  • Transfer initiated2025-08-10
  • Funded2025-08-18
  • Welcome call2025-08-20
  • First plan delivered2025-08-22
  • 30-day review2025-08-25
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 4
  • First plan delivery
    meeting · Advisor · goal: Walk through first plan
    Manual2026-04-28
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-05-10
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-05-11
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-05-13
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-02-24
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-02-23
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-03-09
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-03-23
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-04-02
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-04-07
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-04-18
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-04-19

Household journey brief

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