Wealth Ops
Second Brain
First-Year Program

Karpov Household

Omar Karpov · HENRY · $199K · Vanguard

On TrackLow riskAdvisor: Priya Raman · Ops: Jamal O.
Experience score
95/100
90-Day EngagementDay 3 / target 60
Journey type
Transfer + Planning
Next milestone
Advance to 6-Month Review
Due
2026-07-08
Marketing sequence
Welcome — HNW Transfer
Started
2026-02-08
Notes
On cadence. Advance to 6-Month Review due 2026-07-08.

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. (Karpov Household) · due 2026-07-20 · owner Priya Raman
Upcoming events (1)
10:00 AM
45m
White-Glove Touch · Karpov HouseholdServiceLowTier C
White-Glove Touch·Priya Raman·prep needed
1Y
Recent completed
  • 2026-05-10 · Onboarding Call · Canceled
  • 2026-05-05 · Funding Follow-Up · Completed
Open work (3)
+69d
Exception
Resolve stalled transferComplianceMediumTier C
Open custodian ticket; confirm ABA and account number. (Karpov Household)
1Y
+19d
Planning Action
Run Roth conversion analysisServiceLowTier C
Model conversion across remaining tax-bracket window. (Karpov Household)
1Y
+2d
Review Prep
Build review packetServiceLowTier C
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Karpov Household)
1Y

Milestones

  • Signed2026-02-10
  • KYC completed2026-02-16
  • Accounts opened2026-02-19
  • Transfer initiated2026-02-26
  • Funded2026-02-25
  • Welcome call2026-02-27
  • First plan delivered2026-03-12
  • 30-day review2026-03-13
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-05-09
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-05-22
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-02-15
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-02-19
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-03-04
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-03-19
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-29
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-04-01
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-04-16
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-04-16

Household journey brief

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