Wealth Ops
Second Brain
First-Year Program

Dahl & Co.

Kai Dahl · Mass Affluent · $550K · Pershing

On TrackMedium riskAdvisor: Priya Raman · Ops: Lena Park
Experience score
90/100
90-Day EngagementDay 47 / target 60
Journey type
New Client
Next milestone
Advance to 6-Month Review
Due
2026-05-25
Marketing sequence
Welcome — HENRY Growth
Started
2025-10-26
Notes
On cadence. Advance to 6-Month Review due 2026-05-25.

Calendar & work orchestration

Tier C
1Y
Service expectation: Digital cadence + advisor touch on milestone events
Next best actionOperationsLow
Update CRM with meeting outcome
Log notes and next steps in CRM. (Dahl & Co.) · due 2026-06-29 · owner Priya Raman
Upcoming events (0)

No scheduled meetings.

Open work (1)
+48d
Reminder
Update CRM with meeting outcomeOperationsLowTier C
Log notes and next steps in CRM. (Dahl & Co.)
1Y

Milestones

  • Signed2025-10-28
  • KYC completed2025-10-31
  • Accounts opened2025-11-02
  • Transfer initiated2025-11-11
  • Funded2025-11-22
  • Welcome call2025-11-14
  • First plan delivered2025-11-27
  • 30-day review2025-11-25
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 3
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-03-24
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-03-24
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-04-05
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-01-02
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-01-03
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-01-18
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-01-30
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-02-14
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-02-15
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-02-27
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-03-02

Household journey brief

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