Wealth Ops
Second Brain
First-Year Program

Petersen Household

Otto Petersen · Mass Affluent · $690K · Pershing

On TrackLow riskAdvisor: Samir Patel · Ops: Lena Park
Experience score
94/100
30-Day ActivationDay 2 / target 30
Journey type
Planning-Only
Next milestone
Advance to 90-Day Engagement
Due
2026-06-09
Marketing sequence
Welcome — Mass Affluent
Started
2025-11-01
Notes
On cadence. Advance to 90-Day Engagement due 2026-06-09.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionServiceMedium
Update first plan
Refresh financial plan with latest income and goal inputs. (Petersen Household) · due 2026-05-09 · owner Samir Patel
Upcoming events (1)
12:30 PM
30m
Retention Outreach · Petersen HouseholdRetentionMediumTier C
Retention Outreach·Samir Patel
1Y
Open work (1)
1 overdue
-3d
Planning Action
Update first planServiceMediumTier C
Refresh financial plan with latest income and goal inputs. (Petersen Household)
1Y3d

Milestones

  • Signed2025-11-03
  • KYC completed2025-11-10
  • Accounts opened2025-11-11
  • Transfer initiated2025-11-11
  • Funded2025-11-24
  • Welcome call2025-11-25
  • First plan delivered2025-11-29
  • 30-day review2025-11-30
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 5
  • First plan delivery
    meeting · Advisor · goal: Walk through first plan
    Manual2026-05-07
  • Education drip — basics
    content drip · Marketing · goal: Drive portal engagement
    Automated2026-05-07
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-05-21
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-05-21
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-05-24
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-03-04
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-03-05
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-03-19
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-04-02
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-04-14
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-04-17
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-05-01
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-04-30

Household journey brief

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