Wealth Ops
Second Brain
First-Year Program

Romero Family

Leo Romero · Mass Affluent · $892K · Pershing

On TrackMedium riskAdvisor: Priya Raman · Ops: Jamal O.
Experience score
82/100
KYC / Account SetupDay 6 / target 7
Journey type
Digital Low-Touch
Next milestone
Advance to Transfer / Funding In Progress
Due
2026-05-13
Marketing sequence
Welcome — Mass Affluent
Started
2025-07-11
Notes
On cadence. Advance to Transfer / Funding In Progress due 2026-05-13.

Calendar & work orchestration

Tier B
1Y
Service expectation: Advisor touch within 60 days · review within 120 days
Next best actionServiceHigh
Send post-meeting follow-up
Recap notes, action items, and next steps email. (Romero Family) · due 2026-05-12 · owner Priya Raman
Upcoming events (1)
1:00 PM
30m
Retention Outreach · Romero FamilyRetentionHighTier B
Retention Outreach·Priya Raman
1Y
Open work (1)
today
Follow-Up
Send post-meeting follow-upServiceHighTier B
Recap notes, action items, and next steps email. (Romero Family)
1Y

Milestones

  • Signed2025-07-13
  • KYC completed2025-07-20
  • Accounts opened2025-07-20
  • Transfer initiated2025-07-27
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    Hybrid2026-05-19
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    Automated2026-05-19
Completed · 4
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-04-10
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-04-13
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-04-24
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-05-08

Household journey brief

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