Brandt Trust

Wren Brandt · HENRY · $270K · Vanguard

On TrackMedium riskAdvisor: Priya Raman · Ops: Jamal O.

Experience score

93/100

90-Day EngagementDay 55 / target 60

Journey type

New Client

Next milestone

Advance to 6-Month Review

Due

2026-05-17

Marketing sequence

Welcome — HENRY Growth

Started

2025-07-10

Notes

On cadence. Advance to 6-Month Review due 2026-05-17.

Calendar & work orchestration

Tier C

Service expectation: Digital cadence + advisor touch on milestone events

Next best actionServiceMedium

Quarterly check-in note

Send personal note + market context. (Brandt Trust) · due 2026-05-07 · owner Priya Raman

Upcoming events (1)

12:00 PM

30m

Retention Outreach·Priya Raman

Open work (1)

1 overdue

-5d

Service Outreach

Send personal note + market context. (Brandt Trust)

1Y5d

Scheduled · 1

6-month review meeting
meeting · Advisor · goal: Re-confirm goals + plan delta
Manual2026-03-28

Completed · 8

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2025-12-24
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2025-12-24
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2026-01-12
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2026-01-25
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2026-02-06
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2026-02-06
Allocation complete email
email · Advisor · goal: Confirm trade-to-target
HybridDone 2026-02-18
Welcome call
advisor call · Advisor · goal: Walk through portal
ManualDone 2026-02-18

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