Ashford & Co.

Xio Ashford · Mass Affluent · $415K · Pershing

At RiskHigh riskAdvisor: Samir Patel · Ops: Marcus Trent

Experience score

59/100

6-Month ReviewDay 106 / target 90 · overdue

Journey type

New Client

Next milestone

Advance to 12-Month Review / Renewal

Due

2026-04-26

Marketing sequence

Welcome — HENRY Growth

Started

2025-08-08

Notes

Tracking close to SLA. Advance to 12-Month Review / Renewal due 2026-04-26.

Calendar & work orchestration

Tier C

At-Risk1Y

Service expectation: Digital cadence + advisor touch on milestone events

Next best actionComplianceHigh

Resolve stalled transfer

Open custodian ticket; confirm ABA and account number. (Ashford & Co.) · due 2026-05-08 · owner Samir Patel

Upcoming events (0)

No scheduled meetings.

Open work (3)

1 overdue

-4d

Exception

Resolve stalled transferComplianceHighTier C

Open custodian ticket; confirm ABA and account number. (Ashford & Co.)

At-Risk4d

+2d

Service Outreach

White-glove personal touchServiceMediumTier C

Personal note or call — relationship maintenance. (Ashford & Co.)

At-Risk

+2d

Document Collection

Trusted contact formComplianceMediumTier C

Request and file trusted-contact form. (Ashford & Co.)

At-Risk

Milestones

Signed2025-08-10
KYC completed2025-08-14
Accounts opened2025-08-21
Transfer initiated2025-08-21
Funded2025-09-07
Welcome call2025-08-31
First plan delivered2025-09-09
30-day review2025-09-11
6-month reviewcompleted
12-month review

Recent touchpoints

Scheduled · 3

6-month review meeting
meeting · Advisor · goal: Re-confirm goals + plan delta
Manual2026-01-24
Annual review meeting
meeting · Advisor · goal: Annual planning + renewal signal
Manual2026-02-07
Retention nurture
email · Marketing · goal: Retention reinforcement
Automated2026-02-07

Completed · 8

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2025-10-21
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2025-10-22
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2025-11-07
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2025-11-20
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2025-12-05
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2025-12-05
Allocation complete email
email · Advisor · goal: Confirm trade-to-target
HybridDone 2025-12-18
Welcome call
advisor call · Advisor · goal: Walk through portal
ManualDone 2025-12-16

Household journey brief

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