Wealth Ops
Second Brain
First-Year Program

Lockwood Family

Quinn Lockwood · Mass Affluent · $425K · Pershing

On TrackLow riskAdvisor: Diana Volkov · Ops: Marcus Trent
Experience score
93/100
6-Month ReviewDay 50 / target 90
Journey type
Planning-Only
Next milestone
Advance to 12-Month Review / Renewal
Due
2026-06-21
Marketing sequence
Welcome — Digital Low-Touch
Started
2026-01-28
Notes
On cadence. Advance to 12-Month Review / Renewal due 2026-06-21.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionServiceLow
Run Roth conversion analysis
Model conversion across remaining tax-bracket window. (Lockwood Family) · due 2026-05-27 · owner Diana Volkov
Upcoming events (0)

No scheduled meetings.

Open work (4)
+15d
Planning Action
Run Roth conversion analysisServiceLowTier C
Model conversion across remaining tax-bracket window. (Lockwood Family)
1Y
+33d
Follow-Up
Send post-meeting follow-upServiceLowTier C
Recap notes, action items, and next steps email. (Lockwood Family)
1Y
+140d
Review Prep
Build review packetServiceLowTier C
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Lockwood Family)
1Y
+13d
Reminder
Update CRM with meeting outcomeOperationsLowTier C
Log notes and next steps in CRM. (Lockwood Family)
1Y

Milestones

  • Signed2026-01-30
  • KYC completed2026-02-05
  • Accounts opened2026-02-09
  • Transfer initiated2026-02-11
  • Funded2026-02-14
  • Welcome call2026-02-13
  • First plan delivered2026-02-23
  • 30-day review2026-03-04
  • 6-month reviewcompleted
  • 12-month review

Recent touchpoints

Scheduled · 3
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-03-19
  • Annual review meeting
    meeting · Advisor · goal: Annual planning + renewal signal
    Manual2026-04-04
  • Retention nurture
    email · Marketing · goal: Retention reinforcement
    Automated2026-04-02
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2025-12-18
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2025-12-18
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-01-02
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-01-14
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-01-31
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-01-26
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-02-10
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-02-10

Household journey brief

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