Wealth Ops
Second Brain
First-Year Program

Hollander Trust

Emil Hollander · Mass Affluent · $531K · Schwab

On TrackLow riskAdvisor: Jordan Ellis · Ops: Marcus Trent
Experience score
87/100
SignedDay 1 / target 2
Journey type
Digital Low-Touch
Next milestone
Advance to Onboarding Started
Due
2026-05-13
Marketing sequence
Welcome — HENRY Growth
Started
2025-12-13
Notes
On cadence. Advance to Onboarding Started due 2026-05-13.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionComplianceMedium
Resolve stalled transfer
Open custodian ticket; confirm ABA and account number. (Hollander Trust) · due 2026-05-14 · owner Jordan Ellis
Upcoming events (0)

No scheduled meetings.

Open work (2)
+2d
Exception
Resolve stalled transferComplianceMediumTier C
Open custodian ticket; confirm ABA and account number. (Hollander Trust)
1Y
+6d
Service Outreach
Quarterly check-in noteServiceLowTier C
Send personal note + market context. (Hollander Trust)
1Y

Milestones

  • Signed2025-12-15
  • KYC completed2025-12-19
  • Accounts opened2025-12-24
  • Transfer initiated2025-12-26
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 1
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    Hybrid2026-05-21
Completed · 2
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-05-11
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-05-11

Household journey brief

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