Household

Brandt Trust

Jonah Brandt · HENRY · $306K · Pershing

On TrackLow risk

85/100

← First-Year Program

Journey state

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.

Advisor: Marcus Chen · Ops: Sarah K.

Do next

Recommended actions & orchestration

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 2026-05-31 · owner Marcus Chen

Upcoming events (1)

1:30 PM

60m

Review Meeting · Brandt TrustServiceMediumTier C

Review Meeting·Marcus Chen·prep needed

Recent completed

2026-05-07 · Prospect Consult · Completed

Open work (3)

+19d

Task

Schedule prospect follow-upGrowthMediumTier C

Confirm next meeting and pre-read. (Brandt Trust)

+3d

Document Collection

Trusted contact formComplianceLowTier C

Request and file trusted-contact form. (Brandt Trust)

+126d

Exception

ACAT transfer in — advisor reviewOperationsLowTier C

Automated status polling flagged a partial transfer. Advisor confirms cost basis and authorizes resubmission. (Brandt Trust)

Analyze

Milestones, touchpoints & exceptions

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.