Wealth Ops
Second Brain
First-Year Program

Xiang Trust

Anders Xiang · Mass Affluent · $910K · Pershing

On TrackMedium riskAdvisor: Eva Lindgren · Ops: Sarah K.
Experience score
88/100
SignedDay 2 / target 2
Journey type
New Client
Next milestone
Advance to Onboarding Started
Due
2026-05-12
Marketing sequence
Welcome — HENRY Growth
Started
2025-06-04
Notes
On cadence. Advance to Onboarding Started due 2026-05-12.

Calendar & work orchestration

Tier B
1Y
Service expectation: Advisor touch within 60 days · review within 120 days
Next best actionOperationsMedium
Confirm calendar holds
Confirm calendar invitations and pre-reads sent. (Xiang Trust) · due 2026-05-13 · owner Eva Lindgren
Upcoming events (3)
5:00 PM
45m
White-Glove Touch · Xiang TrustServiceMediumTier B
White-Glove Touch·Eva Lindgren·prep needed
1Y
10:00 AM
45m
Prospect Consult · Xiang TrustGrowthHighTier B
Prospect Consult·Eva Lindgren·prep needed
1Y
10:00 AM
45m
Prospect Consult · Xiang TrustGrowthHighTier B
Prospect Consult·Eva Lindgren·prep needed
1Y
Open work (1)
+1d
Reminder
Confirm calendar holdsOperationsMediumTier B
Confirm calendar invitations and pre-reads sent. (Xiang Trust)
1Y

Milestones

  • Signed2025-06-06
  • KYC completed2025-06-12
  • Accounts opened2025-06-12
  • Transfer initiated2025-06-21
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 3
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    Automated2026-05-07
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    Manual2026-05-06
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    Hybrid2026-05-22

Household journey brief

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