Zeller Trust

Dahlia Zeller · Mass Affluent · $686K · Pershing

At RiskHigh riskAdvisor: Diana Volkov · Ops: Jamal O.

Experience score

52/100

FundedDay 4 / target 3 · overdue

Journey type

Planning-Only

Next milestone

Advance to 30-Day Activation

Due

2026-05-11

Marketing sequence

Welcome — HNW Transfer

Started

2025-08-26

Notes

Tracking close to SLA. Advance to 30-Day Activation due 2026-05-11.

Calendar & work orchestration

Tier C

At-Risk1Y

Service expectation: Digital cadence + advisor touch on milestone events

Next best actionServiceMedium

Run Roth conversion analysis

Model conversion across remaining tax-bracket window. (Zeller Trust) · due 2026-05-23 · owner Diana Volkov

Upcoming events (0)

No scheduled meetings.

Open work (2)

1 overdue

+11d

Planning Action

Run Roth conversion analysisServiceMediumTier C

Model conversion across remaining tax-bracket window. (Zeller Trust)

At-Risk

-6d

Reminder

Confirm calendar holdsOperationsMediumTier C

Confirm calendar invitations and pre-reads sent. (Zeller Trust)

At-Risk6d

Milestones

Signed2025-08-28
KYC completed2025-09-01
Accounts opened2025-09-06
Transfer initiated2025-09-07
Funded2025-09-14
Welcome call2025-09-12
First plan delivered
30-day review
6-month review
12-month review

Recent touchpoints

Overdue · 1

Welcome call
advisor call · Advisor · goal: Walk through portal
Manual2026-05-08

Scheduled · 3

30-day check-in
advisor call · Advisor · goal: Surface questions, confirm engagement
Manual2026-05-18
First plan delivery
meeting · Advisor · goal: Walk through first plan
Manual2026-05-22
Education drip — basics
content drip · Marketing · goal: Drive portal engagement
Automated2026-05-18

Completed · 7

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2026-03-14
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2026-03-18
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2026-03-28
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2026-04-13
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2026-04-25
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2026-04-25
Allocation complete email
email · Advisor · goal: Confirm trade-to-target
HybridDone 2026-05-08

Household journey brief

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