Wealth Ops
Second Brain
First-Year Program

Hollander Household

Emil Hollander · Mass Affluent · $617K · Vanguard

On TrackMedium riskAdvisor: Samir Patel · Ops: Sarah K.
Experience score
83/100
30-Day ActivationDay 29 / target 30
Journey type
Transfer + Planning
Next milestone
Advance to 90-Day Engagement
Due
2026-05-13
Marketing sequence
Welcome — Mass Affluent
Started
2026-04-05
Notes
On cadence. Advance to 90-Day Engagement due 2026-05-13.

Calendar & work orchestration

Tier C
1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionRetentionMedium
Re-engagement call
Personal advisor outreach — low portal engagement. (Hollander Household) · due 2026-05-26 · owner Samir Patel
Upcoming events (3)
9:30 AM
45m
Onboarding Call · Hollander HouseholdServiceMediumTier C
Onboarding Call·Samir Patel
1Y
10:30 AM
45m
Onboarding Call · Hollander HouseholdServiceMediumTier C
Onboarding Call·Samir Patel
1Y
12:00 PM
30m
Retention Outreach · Hollander HouseholdRetentionMediumTier C
Retention Outreach·Samir Patel
1Y
Open work (2)
+14d
Service Outreach
Re-engagement callRetentionMediumTier C
Personal advisor outreach — low portal engagement. (Hollander Household)
1Y
+132d
Exception
Resolve stalled transferComplianceMediumTier C
Open custodian ticket; confirm ABA and account number. (Hollander Household)
1Y

Milestones

  • Signed2026-04-07
  • KYC completed2026-04-11
  • Accounts opened2026-04-17
  • Transfer initiated2026-04-17
  • Funded2026-04-27
  • Welcome call2026-04-21
  • First plan delivered2026-05-05
  • 30-day review2026-05-07
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 6
  • 30-day check-in
    advisor call · Advisor · goal: Surface questions, confirm engagement
    Manual2026-04-09
  • First plan delivery
    meeting · Advisor · goal: Walk through first plan
    Manual2026-04-13
  • Education drip — basics
    content drip · Marketing · goal: Drive portal engagement
    Automated2026-04-11
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-04-26
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-04-25
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-04-27
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-02-03
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-02-04
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-02-16
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-03-05
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-18
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-03-17
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-04-04
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-03-30

Household journey brief

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