Wealth Ops
Second Brain
First-Year Program

Larsen Trust

Anders Larsen · Mass Affluent · $834K · Schwab

At RiskHigh riskAdvisor: Samir Patel · Ops: Sarah K.
Experience score
52/100
90-Day EngagementDay 76 / target 60 · overdue
Journey type
Planning-Only
Next milestone
Advance to 6-Month Review
Due
2026-04-26
Marketing sequence
Welcome — Digital Low-Touch
Started
2025-12-27
Notes
Tracking close to SLA. Advance to 6-Month Review due 2026-04-26.

Calendar & work orchestration

Tier B
At-Risk1Y
Service expectation: Advisor touch within 60 days · review within 120 days
Next best actionComplianceCritical
Resolve stalled transfer
Open custodian ticket; confirm ABA and account number. (Larsen Trust) · due 2026-08-16 · owner Samir Patel
Upcoming events (0)

No scheduled meetings.

Open work (1)
+96d
Exception
Resolve stalled transferComplianceCriticalTier B
Open custodian ticket; confirm ABA and account number. (Larsen Trust)
At-Risk

Milestones

  • Signed2025-12-29
  • KYC completed2026-01-02
  • Accounts opened2026-01-05
  • Transfer initiated2026-01-12
  • Funded2026-01-21
  • Welcome call2026-01-14
  • First plan delivered2026-01-19
  • 30-day review2026-01-27
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 4
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-02-24
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-02-25
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-02-25
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-03-10
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2025-12-08
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2025-12-05
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2025-12-21
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-01-01
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-01-15
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-01-17
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-02-02
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-01-31

Household journey brief

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