Wealth Ops
Second Brain
First-Year Program

Brandt & Co.

Kira Brandt · Mass Affluent · $507K · Pershing

Off TrackHigh riskAdvisor: Samir Patel · Ops: Sarah K.
Experience score
73/100
90-Day EngagementDay 19 / target 60
Journey type
Planning-Only
Next milestone
Advance to 6-Month Review
Due
2026-06-22
Marketing sequence
Welcome — Digital Low-Touch
Started
2026-04-01
Notes
Advance to 6-Month Review blocked — see exceptions. Advisor outreach overdue -41d.

Calendar & work orchestration

Tier C
At-Risk1Y
Service expectation: Digital cadence + advisor touch on milestone events
Upcoming events (2)
1:30 PM
60m
Review Meeting · Brandt & Co.ServiceHighTier C
Review Meeting·Samir Patel·prep needed
At-Risk
3:00 PM
30m
Retention Outreach · Brandt & Co.RetentionHighTier C
Retention Outreach·Samir Patel
At-Risk
Open work (0)

No open tasks for this household.

Milestones

  • Signed2026-04-03
  • KYC completed2026-04-10
  • Accounts opened2026-04-13
  • Transfer initiated2026-04-15
  • Funded2026-04-16
  • Welcome call2026-04-20
  • First plan delivered2026-04-27
  • 30-day review2026-05-08
  • 6-month review
  • 12-month review

Recent touchpoints

Overdue · 1
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-04-22
Scheduled · 2
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-04-22
  • 6-month review meeting
    meeting · Advisor · goal: Re-confirm goals + plan delta
    Manual2026-05-06
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-02-02
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-02-02
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-02-12
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-02-27
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-15
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-03-14
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-03-26
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-03-28

Household journey brief

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