Wealth Ops
Second Brain
First-Year Program

Larsen Family

Tomas Larsen · Mass Affluent · $592K · Schwab

On TrackLow riskAdvisor: Marcus Chen · Ops: Jamal O.
Experience score
85/100
30-Day ActivationDay 5 / target 30
Journey type
Transfer + Planning
Next milestone
Advance to 90-Day Engagement
Due
2026-06-06
Marketing sequence
Welcome — HNW Transfer
Started
2026-02-02
Notes
On cadence. Advance to 90-Day Engagement due 2026-06-06.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionComplianceMedium
Trusted contact form
Request and file trusted-contact form. (Larsen Family) · due 2026-05-03 · owner Marcus Chen
Upcoming events (1)
9:30 AM
60m
Review Meeting · Larsen FamilyServiceLowTier C
Review Meeting·Marcus Chen·prep needed
1Y
Open work (2)
1 overdue
-9d
Document Collection
Trusted contact formComplianceMediumTier C
Request and file trusted-contact form. (Larsen Family)
1Y9d
+3d
Review Prep
Build review packetServiceLowTier C
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Larsen Family)
1Y

Milestones

  • Signed2026-02-04
  • KYC completed2026-02-10
  • Accounts opened2026-02-12
  • Transfer initiated2026-02-11
  • Funded2026-02-27
  • Welcome call2026-02-21
  • First plan delivered2026-03-03
  • 30-day review2026-03-12
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 5
  • 30-day check-in
    advisor call · Advisor · goal: Surface questions, confirm engagement
    Manual2026-05-04
  • First plan delivery
    meeting · Advisor · goal: Walk through first plan
    Manual2026-05-04
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-05-18
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-05-20
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-05-21
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-02-28
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-03-03
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-03-16
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-03-26
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-04-14
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-04-14
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-04-27
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-04-26

Household journey brief

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