Wealth Ops
Second Brain
First-Year Program

Albrecht Family

Kira Albrecht · Mass Affluent · $668K · Fidelity

Off TrackHigh riskAdvisor: Liam O'Brien · Ops: Lena Park
Experience score
41/100
KYC / Account SetupDay 10 / target 7 · overdue
Journey type
New Client
Next milestone
Advance to Transfer / Funding In Progress
Due
2026-05-09
Marketing sequence
Welcome — HNW Transfer
Started
2025-08-18
Notes
Advance to Transfer / Funding In Progress blocked — see exceptions. Advisor outreach overdue 3d.

Recommended next actions

  1. 1.
    Verify funding source; confirm ABA/account #; offer wire alternative.
    Critical · failed funding · due 2026-05-05 · Ops: Lena Park
    See recover list (Off Track) →Open household →
  2. 2.
    Schedule advisor call within 24h; send proactive update via portal.
    High · overdue contact · due 2026-05-20 · Advisor: Liam O'Brien
    See recover list (Off Track) →Open household →

Calendar & work orchestration

Tier C
At-Risk1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionGrowthCritical
Send proposal to prospect
Tailor proposal deck and pricing schedule. (Albrecht Family) · due 2026-05-05 · owner Liam O'Brien
Upcoming events (4)
10:00 AM
25m
Client Check-In · Albrecht FamilyServiceHighTier C
Client Check-In·Liam O'Brien
At-Risk
8:30 AM
60m
Review Meeting · Albrecht FamilyServiceHighTier C
Review Meeting·Liam O'Brien·prep needed
At-Risk
12:00 PM
60m
Review Meeting · Albrecht FamilyServiceHighTier C
Review Meeting·Liam O'Brien·prep needed
At-Risk
10:00 AM
45m
White-Glove Touch · Albrecht FamilyServiceHighTier C
White-Glove Touch·Liam O'Brien·prep needed
At-Risk
Recent completed
  • 2026-05-07 · Review Meeting · Completed
Open work (5)
1 overdue
-7d
Task
Send proposal to prospectGrowthCriticalTier C
Tailor proposal deck and pricing schedule. (Albrecht Family)
At-Risk7d
+4d
Service Outreach
Re-engagement callRetentionCriticalTier C
Personal advisor outreach — low portal engagement. (Albrecht Family)
At-Risk
+28d
Service Outreach
White-glove personal touchServiceHighTier C
Personal note or call — relationship maintenance. (Albrecht Family)
At-Risk
+3d
Review Prep
Build review packetServiceMediumTier C
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Albrecht Family)
At-Risk
+21d
Document Collection
Trusted contact formComplianceMediumTier C
Request and file trusted-contact form. (Albrecht Family)
At-Risk

Milestones

  • Signed2025-08-20
  • KYC completed2025-08-23
  • Accounts opened2025-08-28
  • Transfer initiated2025-08-30
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    Hybrid2026-05-15
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    Automated2026-05-12
Completed · 4
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-04-06
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-04-05
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-04-20
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-05-05

All exceptions for this household

Highoverdue contact
Albrecht Family · owner: Lena Park · opened 2d ago
due 2026-05-20
Criticalfailed funding
Albrecht Family · owner: Liam O'Brien · opened 13d ago
due 2026-05-05

Household journey brief

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