Wealth Ops
Second Brain
First-Year Program

Engel Trust

Petra Engel · UHNW · $29.77M · Fidelity

At RiskHigh riskAdvisor: Eva Lindgren · Ops: Sarah K.
Experience score
54/100
30-Day ActivationDay 33 / target 30 · overdue
Journey type
Transfer + Planning
Next milestone
Advance to 90-Day Engagement
Due
2026-05-09
Marketing sequence
Welcome — HNW Transfer
Started
2026-03-22
Notes
Tracking close to SLA. Advance to 90-Day Engagement due 2026-05-09.

Calendar & work orchestration

Tier A
WGAt-Risk1Y
Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal
Next best actionOperationsCritical
Update CRM with meeting outcome
Log notes and next steps in CRM. (Engel Trust) · due 2026-05-05 · owner Eva Lindgren
Upcoming events (2)
3:30 PM
30m
Retention Outreach · Engel TrustRetentionCriticalTier A
Retention Outreach·Eva Lindgren
WGAt-Risk
10:00 AM
45m
White-Glove Touch · Engel TrustServiceCriticalTier A
White-Glove Touch·Eva Lindgren·prep needed
WGAt-Risk
Recent completed
  • 2026-05-09 · Client Check-In · Completed
Open work (2)
1 overdue
-7d
Reminder
Update CRM with meeting outcomeOperationsCriticalTier A
Log notes and next steps in CRM. (Engel Trust)
WGAt-Risk7d
+3d
Reminder
Update CRM with meeting outcomeOperationsCriticalTier A
Log notes and next steps in CRM. (Engel Trust)
WGAt-Risk

Milestones

  • Signed2026-03-24
  • KYC completed2026-03-26
  • Accounts opened2026-04-01
  • Transfer initiated2026-04-03
  • Funded2026-04-14
  • Welcome call2026-04-10
  • First plan delivered2026-04-23
  • 30-day review2026-04-19
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 3
  • Quarterly review prep
    email · Ops · goal: Send agenda + portfolio snapshot
    Hybrid2026-04-20
  • 90-day review meeting
    meeting · Advisor · goal: Confirm planning progress
    Manual2026-04-20
  • Nurture — life events
    content drip · Marketing · goal: Keep household engaged
    Automated2026-04-19
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-01-29
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-02-03
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-02-13
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-02-28
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-03-17
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-03-14
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2026-03-31
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2026-03-31

Household journey brief

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