Wealth Ops
Second Brain
First-Year Program

Kessler Family

Kira Kessler · Mass Affluent · $588K · Fidelity

On TrackLow riskAdvisor: Diana Volkov · Ops: Marcus Trent
Experience score
87/100
6-Month ReviewDay 9 / target 90
Journey type
Planning-Only
Next milestone
Advance to 12-Month Review / Renewal
Due
2026-08-01
Marketing sequence
Welcome — Digital Low-Touch
Started
2025-09-01
Notes
On cadence. Advance to 12-Month Review / Renewal due 2026-08-01.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionRetentionLow
Re-engagement call
Personal advisor outreach — low portal engagement. (Kessler Family) · due 2026-06-20 · owner Diana Volkov
Upcoming events (1)
1:00 PM
45m
Onboarding Call · Kessler FamilyServiceLowTier C
Onboarding Call·Diana Volkov
1Y
Recent completed
  • 2026-05-07 · Funding Follow-Up · Completed
Open work (2)
+39d
Service Outreach
Re-engagement callRetentionLowTier C
Personal advisor outreach — low portal engagement. (Kessler Family)
1Y
+9d
Document Collection
Trusted contact formComplianceLowTier C
Request and file trusted-contact form. (Kessler Family)
1Y

Milestones

  • Signed2025-09-03
  • KYC completed2025-09-08
  • Accounts opened2025-09-11
  • Transfer initiated2025-09-10
  • Funded2025-09-20
  • Welcome call2025-09-21
  • First plan delivered2025-09-22
  • 30-day review2025-10-05
  • 6-month reviewcompleted
  • 12-month review

Recent touchpoints

Scheduled · 3
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-04-30
  • Annual review meeting
    meeting · Advisor · goal: Annual planning + renewal signal
    Manual2026-05-14
  • Retention nurture
    email · Marketing · goal: Retention reinforcement
    Automated2026-05-14
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-01-27
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-01-25
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-02-13
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-02-24
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-10
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-03-08
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-03-25
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-03-27

Household journey brief

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