Wealth Ops
Second Brain
First-Year Program

Xiang Household

Rafa Xiang · HNW · $4.69M · Pershing

Off TrackHigh riskAdvisor: Jordan Ellis · Ops: Marcus Trent
Experience score
73/100
KYC / Account SetupDay 6 / target 7
Journey type
New Client
Next milestone
Advance to Transfer / Funding In Progress
Due
2026-05-13
Marketing sequence
Welcome — HENRY Growth
Started
2025-05-06
Notes
Advance to Transfer / Funding In Progress blocked — see exceptions. Advisor outreach overdue -1d.

Calendar & work orchestration

Tier A
At-Risk1Y
Service expectation: Advisor call within 30 days · review within 90 days
Next best actionGrowthCritical
Schedule prospect follow-up
Confirm next meeting and pre-read. (Xiang Household) · due 2026-05-12 · owner Jordan Ellis
Upcoming events (2)
8:30 AM
45m
Onboarding Call · Xiang HouseholdServiceCriticalTier A
Onboarding Call·Jordan Ellis
At-Risk
1:00 PM
45m
White-Glove Touch · Xiang HouseholdServiceCriticalTier A
White-Glove Touch·Jordan Ellis·prep needed
At-Risk
Open work (3)
today
Task
Schedule prospect follow-upGrowthCriticalTier A
Confirm next meeting and pre-read. (Xiang Household)
At-Risk
+12d
Task
Send proposal to prospectGrowthCriticalTier A
Tailor proposal deck and pricing schedule. (Xiang Household)
At-Risk
+14d
Document Collection
Trusted contact formComplianceHighTier A
Request and file trusted-contact form. (Xiang Household)
At-Risk

Milestones

  • Signed2025-05-08
  • KYC completed2025-05-15
  • Accounts opened2025-05-16
  • Transfer initiated2025-05-23
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Overdue · 1
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    Automated2026-05-06
Scheduled · 2
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    Hybrid2026-05-20
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    Automated2026-05-16
Completed · 3
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-04-10
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-04-08
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-04-22

Household journey brief

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