Wealth Ops
Second Brain
First-Year Program

Karpov & Co.

Yara Karpov · Mass Affluent · $597K · Fidelity

On TrackMedium riskAdvisor: Eva Lindgren · Ops: Sarah K.
Experience score
91/100
Transfer / Funding In ProgressDay 11 / target 14
Journey type
New Client
Next milestone
Advance to Funded
Due
2026-05-15
Marketing sequence
Welcome — Mass Affluent
Started
2026-02-01
Notes
On cadence. Advance to Funded due 2026-05-15.

Calendar & work orchestration

Tier C
1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionServiceMedium
White-glove personal touch
Personal note or call — relationship maintenance. (Karpov & Co.) · due 2026-05-27 · owner Eva Lindgren
Upcoming events (1)
8:30 AM
45m
Prospect Consult · Karpov & Co.GrowthMediumTier C
Prospect Consult·Eva Lindgren·prep needed
1Y
Recent completed
  • 2026-05-06 · Client Check-In · Completed
  • 2026-05-05 · Review Meeting · Completed
Open work (2)
+15d
Service Outreach
White-glove personal touchServiceMediumTier C
Personal note or call — relationship maintenance. (Karpov & Co.)
1Y
+75d
Review Prep
Build review packetServiceLowTier C
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Karpov & Co.)
1Y

Milestones

  • Signed2026-02-03
  • KYC completed2026-02-10
  • Accounts opened2026-02-08
  • Transfer initiated2026-02-10
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 3
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    Automated2026-04-28
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    Hybrid2026-05-13
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    Manual2026-05-12
Completed · 5
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-03-20
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-03-21
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-04-07
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-04-21
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-05-02

Household journey brief

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