Wealth Ops
Second Brain
First-Year Program

Whittaker Trust

Ana Whittaker · HENRY · $244K · Schwab

On TrackLow riskAdvisor: Jordan Ellis · Ops: Sarah K.
Experience score
95/100
90-Day EngagementDay 34 / target 60
Journey type
New Client
Next milestone
Advance to 6-Month Review
Due
2026-06-07
Marketing sequence
Welcome — Mass Affluent
Started
2025-11-26
Notes
On cadence. Advance to 6-Month Review due 2026-06-07.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionRetentionMedium
Re-engagement call
Personal advisor outreach — low portal engagement. (Whittaker Trust) · due 2026-06-10 · owner Jordan Ellis
Upcoming events (2)
1:00 PM
45m
Prospect Consult · Whittaker TrustGrowthHighTier C
Prospect Consult·Jordan Ellis·prep needed
1Y
5:00 PM
45m
Prospect Consult · Whittaker TrustGrowthMediumTier C
Prospect Consult·Jordan Ellis·prep needed
1Y
Recent completed
  • 2026-05-11 · Review Meeting · Canceled
Open work (1)
+29d
Service Outreach
Re-engagement callRetentionMediumTier C
Personal advisor outreach — low portal engagement. (Whittaker Trust)
1Y

Milestones

  • Signed2025-11-28
  • KYC completed2025-12-02
  • Accounts opened2025-12-08
  • Transfer initiated2025-12-07
  • Funded2025-12-25
  • Welcome call2025-12-19
  • First plan delivered2025-12-24
  • 30-day review2025-12-30
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 3
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-04-06
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-04-04
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-04-21
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-01-14
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-01-16
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-01-31
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-02-15
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-01
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-02-28
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-03-11
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-03-12

Household journey brief

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