Wealth Ops
Second Brain
First-Year Program

Ueno & Co.

Uma Ueno · HNW · $3.41M · Schwab

On TrackLow riskAdvisor: Eva Lindgren · Ops: Jamal O.
Experience score
95/100
6-Month ReviewDay 22 / target 90
Journey type
Planning-Only
Next milestone
Advance to 12-Month Review / Renewal
Due
2026-07-19
Marketing sequence
Welcome — Mass Affluent
Started
2026-03-18
Notes
On cadence. Advance to 12-Month Review / Renewal due 2026-07-19.

Calendar & work orchestration

Tier A
Service expectation: Advisor call within 30 days · review within 90 days
Next best actionRetentionHigh
Re-engagement call
Personal advisor outreach — low portal engagement. (Ueno & Co.) · due 2026-05-19 · owner Eva Lindgren
Upcoming events (3)
11:00 AM
45m
Onboarding Call · Ueno & Co.ServiceMediumTier A
Onboarding Call·Eva Lindgren
10:30 AM
45m
White-Glove Touch · Ueno & Co.ServiceMediumTier A
White-Glove Touch·Eva Lindgren·prep needed
2:30 PM
60m
Review Meeting · Ueno & Co.ServiceMediumTier A
Review Meeting·Eva Lindgren·prep needed
Open work (3)
+7d
Service Outreach
Re-engagement callRetentionHighTier A
Personal advisor outreach — low portal engagement. (Ueno & Co.)
+4d
Planning Action
Update first planServiceMediumTier A
Refresh financial plan with latest income and goal inputs. (Ueno & Co.)
+6d
Review Prep
Build review packetServiceLowTier A
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Ueno & Co.)

Milestones

  • Signed2026-03-20
  • KYC completed2026-03-25
  • Accounts opened2026-03-28
  • Transfer initiated2026-04-03
  • Funded2026-04-01
  • Welcome call2026-04-05
  • First plan delivered2026-04-08
  • 30-day review2026-04-23
  • 6-month reviewcompleted
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Annual review meeting
    meeting · Advisor · goal: Annual planning + renewal signal
    Manual2026-05-01
  • Retention nurture
    email · Marketing · goal: Retention reinforcement
    Automated2026-05-03
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-01-15
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-01-12
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-01-27
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-02-14
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-02-24
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-02-25
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-03-09
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-03-13

Household journey brief

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