Wealth Ops
Second Brain
First-Year Program

Ueno Family

Juno Ueno · HENRY · $352K · Vanguard

On TrackMedium riskAdvisor: Diana Volkov · Ops: Sarah K.
Experience score
94/100
SignedDay 2 / target 2
Journey type
Transfer + Planning
Next milestone
Advance to Onboarding Started
Due
2026-05-12
Marketing sequence
Welcome — HENRY Growth
Started
2025-10-13
Notes
On cadence. Advance to Onboarding Started due 2026-05-12.

Calendar & work orchestration

Tier C
1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionGrowthHigh
Send proposal to prospect
Tailor proposal deck and pricing schedule. (Ueno Family) · due 2026-05-07 · owner Diana Volkov
Upcoming events (1)
12:30 PM
60m
Review Meeting · Ueno FamilyServiceMediumTier C
Review Meeting·Diana Volkov·prep needed
1Y
Open work (1)
1 overdue
-5d
Task
Send proposal to prospectGrowthHighTier C
Tailor proposal deck and pricing schedule. (Ueno Family)
1Y5d

Milestones

  • Signed2025-10-15
  • KYC completed2025-10-18
  • Accounts opened2025-10-22
  • Transfer initiated2025-10-28
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 1
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    Hybrid2026-05-23
Completed · 2
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-05-10
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-05-11

Household journey brief

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