Wealth Ops
Second Brain
First-Year Program

Quintero Family

Yara Quintero · HENRY · $194K · Fidelity

On TrackMedium riskAdvisor: Marcus Chen · Ops: Marcus Trent
Experience score
86/100
KYC / Account SetupDay 6 / target 7
Journey type
Digital Low-Touch
Next milestone
Advance to Transfer / Funding In Progress
Due
2026-05-13
Marketing sequence
Welcome — Digital Low-Touch
Started
2025-07-12
Notes
On cadence. Advance to Transfer / Funding In Progress due 2026-05-13.

Calendar & work orchestration

Tier C
1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionRetentionHigh
Re-engagement call
Personal advisor outreach — low portal engagement. (Quintero Family) · due 2026-05-14 · owner Marcus Chen
Upcoming events (2)
2:00 PM
45m
Prospect Consult · Quintero FamilyGrowthMediumTier C
Prospect Consult·Marcus Chen·prep needed
1Y
10:00 AM
45m
Onboarding Call · Quintero FamilyServiceMediumTier C
Onboarding Call·Marcus Chen
1Y
Open work (4)
+2d
Service Outreach
Re-engagement callRetentionHighTier C
Personal advisor outreach — low portal engagement. (Quintero Family)
1Y
+148d
Planning Action
Run Roth conversion analysisServiceMediumTier C
Model conversion across remaining tax-bracket window. (Quintero Family)
1Y
+5d
Document Collection
Collect KYC documentComplianceMediumTier C
Resend DocuSign for missing KYC artifact and confirm receipt. (Quintero Family)
1Y
+30d
Reminder
Update CRM with meeting outcomeOperationsLowTier C
Log notes and next steps in CRM. (Quintero Family)
1Y

Milestones

  • Signed2025-07-14
  • KYC completed2025-07-16
  • Accounts opened2025-07-22
  • Transfer initiated2025-07-25
  • 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
    Automated2026-05-03
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    Hybrid2026-05-19
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    Automated2026-05-20
Completed · 3
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-04-09
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-04-12
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-04-23

Household journey brief

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