Wealth Ops
Second Brain
First-Year Program

Zeller Trust

Noor Zeller · HENRY · $350K · Fidelity

On TrackLow riskAdvisor: Liam O'Brien · Ops: Lena Park
Experience score
98/100
30-Day ActivationDay 9 / target 30
Journey type
New Client
Next milestone
Advance to 90-Day Engagement
Due
2026-06-02
Marketing sequence
Welcome — HNW Transfer
Started
2026-04-10
Notes
On cadence. Advance to 90-Day Engagement due 2026-06-02.

Calendar & work orchestration

Tier C
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionComplianceMedium
Resolve stalled transfer
Open custodian ticket; confirm ABA and account number. (Zeller Trust) · due 2026-05-16 · owner Liam O'Brien
Upcoming events (2)
8:00 AM
25m
Client Check-In · Zeller TrustServiceMediumTier C
Client Check-In·Liam O'Brien
1Y
12:30 PM
45m
White-Glove Touch · Zeller TrustServiceLowTier C
White-Glove Touch·Liam O'Brien·prep needed
1Y
Open work (5)
+4d
Exception
Resolve stalled transferComplianceMediumTier C
Open custodian ticket; confirm ABA and account number. (Zeller Trust)
1Y
+37d
Planning Action
Run Roth conversion analysisServiceLowTier C
Model conversion across remaining tax-bracket window. (Zeller Trust)
1Y
+20d
Review Prep
Build review packetServiceLowTier C
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Zeller Trust)
1Y
+85d
Service Outreach
Quarterly check-in noteServiceLowTier C
Send personal note + market context. (Zeller Trust)
1Y
+36d
Reminder
Confirm calendar holdsOperationsLowTier C
Confirm calendar invitations and pre-reads sent. (Zeller Trust)
1Y

Milestones

  • Signed2026-04-12
  • KYC completed2026-04-14
  • Accounts opened2026-04-17
  • Transfer initiated2026-04-28
  • Funded2026-04-25
  • Welcome call2026-05-01
  • First plan delivered2026-05-01
  • 30-day review2026-05-09
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 4
  • Education drip — basics
    content drip · Marketing · goal: Drive portal engagement
    Automated2026-04-30
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-05-13
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-05-13
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-05-15
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-02-22
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-02-27
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-03-09
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-03-22
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-04-10
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-04-05
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-04-20
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-04-24

Household journey brief

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