Wealth Ops
Second Brain
First-Year Program

Whittaker & Co.

Yara Whittaker · Mass Affluent · $503K · Schwab

On TrackLow riskAdvisor: Aisha Okafor · Ops: Marcus Trent
Experience score
93/100
Transfer / Funding In ProgressDay 6 / target 14
Journey type
New Client
Next milestone
Advance to Funded
Due
2026-05-20
Marketing sequence
Welcome — Digital Low-Touch
Started
2026-01-04
Notes
On cadence. Advance to Funded due 2026-05-20.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionOperationsLow
Update CRM with meeting outcome
Log notes and next steps in CRM. (Whittaker & Co.) · due 2026-05-12 · owner Aisha Okafor
Upcoming events (2)
8:30 AM
60m
Review Meeting · Whittaker & Co.ServiceLowTier C
Review Meeting·Aisha Okafor·prep needed
1Y
5:00 PM
45m
Prospect Consult · Whittaker & Co.GrowthMediumTier C
Prospect Consult·Aisha Okafor·prep needed
1Y
Open work (3)
today
Reminder
Update CRM with meeting outcomeOperationsLowTier C
Log notes and next steps in CRM. (Whittaker & Co.)
1Y
+2d
Review Prep
Build review packetServiceLowTier C
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Whittaker & Co.)
1Y
+21d
Review Prep
Build review packetServiceLowTier C
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Whittaker & Co.)
1Y

Milestones

  • Signed2026-01-06
  • KYC completed2026-01-09
  • Accounts opened2026-01-16
  • Transfer initiated2026-01-22
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 3
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    Automated2026-05-02
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    Hybrid2026-05-17
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    Manual2026-05-16
Completed · 5
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-03-25
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-03-26
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-04-10
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-04-27
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-05-08

Household journey brief

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