Wealth Ops
Second Brain
First-Year Program

Falk Household

Cyrus Falk · Mass Affluent · $261K · Pershing

Off TrackHigh riskAdvisor: Samir Patel · Ops: Marcus Trent
Experience score
45/100
FundedDay 5 / target 3 · overdue
Journey type
Transfer + Planning
Next milestone
Advance to 30-Day Activation
Due
2026-05-10
Marketing sequence
Welcome — HNW Transfer
Started
2025-08-03
Notes
Advance to 30-Day Activation blocked — see exceptions. Advisor outreach overdue 2d.

Recommended next actions

  1. 1.
    Book review within 5 business days; auto-pre-populate agenda from portal.
    High · review overdue · due 2026-05-07 · Advisor: Samir Patel
    See recover list (Off Track) →Open household →
  2. 2.
    Re-send DocuSign with personal note; escalate to advisor if no response in 48h.
    High · missing documents · due 2026-05-18 · Ops: Marcus Trent
    See recover list (Off Track) →Open household →

Calendar & work orchestration

Tier C
At-Risk1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionRetentionHigh
Re-engagement call
Personal advisor outreach — low portal engagement. (Falk Household) · due 2026-06-22 · owner Samir Patel
Upcoming events (0)

No scheduled meetings.

Open work (2)
+41d
Service Outreach
Re-engagement callRetentionHighTier C
Personal advisor outreach — low portal engagement. (Falk Household)
At-Risk
+40d
Planning Action
Update first planServiceMediumTier C
Refresh financial plan with latest income and goal inputs. (Falk Household)
At-Risk

Milestones

  • Signed2025-08-05
  • KYC completed2025-08-08
  • Accounts opened2025-08-14
  • Transfer initiated2025-08-15
  • Funded2025-08-22
  • Welcome call2025-08-22
  • 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
    Hybrid2026-05-05
  • 30-day check-in
    advisor call · Advisor · goal: Surface questions, confirm engagement
    Manual2026-05-21
  • First plan delivery
    meeting · Advisor · goal: Walk through first plan
    Manual2026-05-17
  • Education drip — basics
    content drip · Marketing · goal: Drive portal engagement
    Automated2026-05-19
Completed · 7
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-03-14
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-03-17
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-03-27
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-04-11
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-04-26
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-04-27
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-05-07

All exceptions for this household

Highreview overdue
Falk Household · owner: Marcus Trent · opened 10d ago
due 2026-05-07
Highmissing documents
Falk Household · owner: Samir Patel · opened 3d ago
due 2026-05-18

Household journey brief

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