Brandt & Co.

Yara Brandt · UHNW · $29.14M · Pershing

At RiskHigh riskAdvisor: Diana Volkov · Ops: Lena Park

Experience score

56/100

Transfer / Funding In ProgressDay 15 / target 14 · overdue

Journey type

Planning-Only

Next milestone

Advance to Funded

Due

2026-05-11

Marketing sequence

Welcome — Mass Affluent

Started

2025-11-08

Notes

Tracking close to SLA. Advance to Funded due 2026-05-11.

Calendar & work orchestration

Tier A

WGAt-Risk1Y

Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal

Next best actionGrowthCritical

Schedule prospect follow-up

Confirm next meeting and pre-read. (Brandt & Co.) · due 2026-05-04 · owner Diana Volkov

Upcoming events (0)

No scheduled meetings.

Recent completed

2026-05-06 · Funding Follow-Up · Completed

Open work (2)

1 overdue

-8d

Task

Schedule prospect follow-upGrowthCriticalTier A

Confirm next meeting and pre-read. (Brandt & Co.)

WGAt-Risk8d

+137d

Service Outreach

White-glove personal touchServiceCriticalTier A

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

WGAt-Risk

Milestones

Signed2025-11-10
KYC completed2025-11-15
Accounts opened2025-11-15
Transfer initiated2025-11-22
Funded
Welcome call
First plan delivered
30-day review
6-month review
12-month review

Recent touchpoints

Scheduled · 3

Funding nudge SMS
SMS · Ops · goal: Prompt funding action
Automated2026-04-25
Allocation complete email
email · Advisor · goal: Confirm trade-to-target
Hybrid2026-05-11
Welcome call
advisor call · Advisor · goal: Walk through portal
Manual2026-05-07

Completed · 5

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2026-03-19
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2026-03-17
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2026-04-02
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2026-04-15
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2026-04-30

Household journey brief

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