Wealth Ops
Second Brain
First-Year Program

Dahl Trust

Anders Dahl · HENRY · $138K · Pershing

On TrackLow riskAdvisor: Samir Patel · Ops: Jamal O.
Experience score
92/100
30-Day ActivationDay 19 / target 30
Journey type
Transfer + Planning
Next milestone
Advance to 90-Day Engagement
Due
2026-05-23
Marketing sequence
Welcome — Mass Affluent
Started
2025-12-13
Notes
On cadence. Advance to 90-Day Engagement due 2026-05-23.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionServiceLow
Build review packet
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Dahl Trust) · due 2026-05-27 · owner Samir Patel
Upcoming events (1)
4:00 PM
25m
Client Check-In · Dahl TrustServiceMediumTier C
Client Check-In·Samir Patel
1Y
Open work (1)
+15d
Review Prep
Build review packetServiceLowTier C
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Dahl Trust)
1Y

Milestones

  • Signed2025-12-15
  • KYC completed2025-12-19
  • Accounts opened2025-12-20
  • Transfer initiated2025-12-27
  • Funded2026-01-05
  • Welcome call2025-12-29
  • First plan delivered2026-01-09
  • 30-day review2026-01-13
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 5
  • First plan delivery
    meeting · Advisor · goal: Walk through first plan
    Manual2026-04-23
  • Education drip — basics
    content drip · Marketing · goal: Drive portal engagement
    Automated2026-04-19
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-05-03
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-05-03
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-05-07
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-02-15
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-02-15
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-03-03
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-03-12
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-28
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-03-29
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-04-14
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-04-09

Household journey brief

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