Wealth Ops
Second Brain
First-Year Program

Ashford Household

Camila Ashford · Mass Affluent · $629K · Pershing

On TrackLow riskAdvisor: Samir Patel · Ops: Sarah K.
Experience score
87/100
Transfer / Funding In ProgressDay 6 / target 14
Journey type
Transfer + Planning
Next milestone
Advance to Funded
Due
2026-05-20
Marketing sequence
Welcome — HNW Transfer
Started
2025-09-23
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 actionGrowthMedium
Send proposal to prospect
Tailor proposal deck and pricing schedule. (Ashford Household) · due 2026-05-18 · owner Samir Patel
Upcoming events (2)
9:00 AM
45m
Onboarding Call · Ashford HouseholdServiceLowTier C
Onboarding Call·Samir Patel
1Y
2:00 PM
20m
Funding Follow-Up · Ashford HouseholdServiceLowTier C
Funding Follow-Up·Samir Patel
1Y
Recent completed
  • 2026-05-07 · Client Check-In · Completed
Open work (3)
1 overdue
+6d
Task
Send proposal to prospectGrowthMediumTier C
Tailor proposal deck and pricing schedule. (Ashford Household)
1Y
-7d
Service Outreach
Quarterly check-in noteServiceLowTier C
Send personal note + market context. (Ashford Household)
1Y7d
+33d
Review Prep
Build review packetServiceLowTier C
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Ashford Household)
1Y

Milestones

  • Signed2025-09-25
  • KYC completed2025-09-27
  • Accounts opened2025-10-03
  • Transfer initiated2025-10-02
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    Hybrid2026-05-20
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    Manual2026-05-17
Completed · 6
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-03-30
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-03-28
  • 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 2026-04-23
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-05-08
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-05-08

Household journey brief

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