Wealth Ops
Second Brain
First-Year Program

Zeller Trust

Viktor Zeller · HENRY · $376K · Pershing

On TrackMedium riskAdvisor: Marcus Chen · Ops: Jamal O.
Experience score
85/100
KYC / Account SetupDay 5 / target 7
Journey type
Digital Low-Touch
Next milestone
Advance to Transfer / Funding In Progress
Due
2026-05-14
Marketing sequence
Welcome — HENRY Growth
Started
2025-07-27
Notes
On cadence. Advance to Transfer / Funding In Progress due 2026-05-14.

Calendar & work orchestration

Tier C
1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionRetentionHigh
Re-engagement call
Personal advisor outreach — low portal engagement. (Zeller Trust) · due 2026-05-12 · owner Marcus Chen
Upcoming events (2)
4:00 PM
25m
Client Check-In · Zeller TrustServiceMediumTier C
Client Check-In·Marcus Chen
1Y
1:30 PM
30m
Retention Outreach · Zeller TrustRetentionMediumTier C
Retention Outreach·Marcus Chen
1Y
Open work (3)
today
Service Outreach
Re-engagement callRetentionHighTier C
Personal advisor outreach — low portal engagement. (Zeller Trust)
1Y
+3d
Planning Action
Update first planServiceMediumTier C
Refresh financial plan with latest income and goal inputs. (Zeller Trust)
1Y
+35d
Reminder
Update CRM with meeting outcomeOperationsLowTier C
Log notes and next steps in CRM. (Zeller Trust)
1Y

Milestones

  • Signed2025-07-29
  • KYC completed2025-08-05
  • Accounts opened2025-08-06
  • Transfer initiated2025-08-14
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    Hybrid2026-05-19
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    Automated2026-05-17
Completed · 4
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-04-10
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-04-11
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-04-25
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-05-08

Household journey brief

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