Wealth Ops
Second Brain
First-Year Program

Karpov Trust

Xio Karpov · Mass Affluent · $932K · Pershing

On TrackLow riskAdvisor: Aisha Okafor · Ops: Sarah K.
Experience score
90/100
90-Day EngagementDay 8 / target 60
Journey type
Planning-Only
Next milestone
Advance to 6-Month Review
Due
2026-07-03
Marketing sequence
Welcome — HENRY Growth
Started
2025-12-23
Notes
On cadence. Advance to 6-Month Review due 2026-07-03.

Calendar & work orchestration

Tier B
Service expectation: Advisor touch within 60 days · review within 120 days
Next best actionOperationsLow
Update CRM with meeting outcome
Log notes and next steps in CRM. (Karpov Trust) · due 2026-06-07 · owner Aisha Okafor
Upcoming events (1)
2:30 PM
45m
Prospect Consult · Karpov TrustGrowthMediumTier B
Prospect Consult·Aisha Okafor·prep needed
1Y
Open work (1)
+26d
Reminder
Update CRM with meeting outcomeOperationsLowTier B
Log notes and next steps in CRM. (Karpov Trust)
1Y

Milestones

  • Signed2025-12-25
  • KYC completed2026-01-01
  • Accounts opened2026-01-04
  • Transfer initiated2026-01-03
  • Funded2026-01-19
  • Welcome call2026-01-12
  • First plan delivered2026-01-19
  • 30-day review2026-01-23
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-04-30
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-05-18
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-02-14
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-02-10
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-02-27
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-03-14
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-25
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-03-28
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-04-10
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-04-11

Household journey brief

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