Wealth Ops
Second Brain
First-Year Program

Ueno & Co.

Rafa Ueno · HNW · $1.23M · Pershing

On TrackMedium riskAdvisor: Aisha Okafor · Ops: Lena Park
Experience score
85/100
FundedDay 3 / target 3
Journey type
New Client
Next milestone
Advance to 30-Day Activation
Due
2026-05-12
Marketing sequence
Welcome — Digital Low-Touch
Started
2026-02-03
Notes
On cadence. Advance to 30-Day Activation due 2026-05-12.

Calendar & work orchestration

Tier B
1Y
Service expectation: Advisor touch within 60 days · review within 120 days
Next best actionServiceMedium
Run Roth conversion analysis
Model conversion across remaining tax-bracket window. (Ueno & Co.) · due 2026-06-12 · owner Aisha Okafor
Upcoming events (1)
9:30 AM
20m
Funding Follow-Up · Ueno & Co.ServiceLowTier B
Funding Follow-Up·Aisha Okafor
Open work (3)
+31d
Planning Action
Run Roth conversion analysisServiceMediumTier B
Model conversion across remaining tax-bracket window. (Ueno & Co.)
+12d
Task
Schedule prospect follow-upGrowthMediumTier B
Confirm next meeting and pre-read. (Ueno & Co.)
+54d
Service Outreach
Quarterly check-in noteServiceLowTier B
Send personal note + market context. (Ueno & Co.)

Milestones

  • Signed2026-02-05
  • KYC completed2026-02-11
  • Accounts opened2026-02-16
  • Transfer initiated2026-02-16
  • Funded2026-03-01
  • Welcome call2026-02-27
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 4
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    Hybrid2026-05-09
  • 30-day check-in
    advisor call · Advisor · goal: Surface questions, confirm engagement
    Manual2026-05-20
  • First plan delivery
    meeting · Advisor · goal: Walk through first plan
    Manual2026-05-23
  • Education drip — basics
    content drip · Marketing · goal: Drive portal engagement
    Automated2026-05-22
Completed · 7
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-03-16
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-03-18
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-03-30
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-04-12
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-04-25
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-04-28
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-05-11

Household journey brief

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