Wealth Ops
Second Brain
First-Year Program

Brandt Trust

Jonah Brandt · HENRY · $306K · Pershing

On TrackLow riskAdvisor: Marcus Chen · Ops: Sarah K.
Experience score
85/100
SignedDay 1 / target 2
Journey type
New Client
Next milestone
Advance to Onboarding Started
Due
2026-05-13
Marketing sequence
Welcome — Mass Affluent
Started
2026-04-05
Notes
On cadence. Advance to Onboarding Started due 2026-05-13.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionGrowthMedium
Schedule prospect follow-up
Confirm next meeting and pre-read. (Brandt Trust) · due 2026-09-15 · owner Marcus Chen
Upcoming events (1)
1:30 PM
60m
Review Meeting · Brandt TrustServiceMediumTier C
Review Meeting·Marcus Chen·prep needed
1Y
Recent completed
  • 2026-05-07 · Prospect Consult · Completed
Open work (3)
+126d
Task
Schedule prospect follow-upGrowthMediumTier C
Confirm next meeting and pre-read. (Brandt Trust)
1Y
+3d
Document Collection
Collect KYC documentComplianceLowTier C
Resend DocuSign for missing KYC artifact and confirm receipt. (Brandt Trust)
1Y
+19d
Service Outreach
Quarterly check-in noteServiceLowTier C
Send personal note + market context. (Brandt Trust)
1Y

Milestones

  • Signed2026-04-07
  • KYC completed2026-04-09
  • Accounts opened2026-04-12
  • Transfer initiated2026-04-15
  • 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
    Hybrid2026-05-25
Completed · 2
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-05-13
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-05-14

Household journey brief

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