Wealth Ops
Second Brain
First-Year Program

Engel Trust

Yara Engel · HNW · $6.49M · Schwab

Off TrackHigh riskAdvisor: Samir Patel · Ops: Marcus Trent
Experience score
45/100
SignedDay 3 / target 2 · overdue
Journey type
New Client
Next milestone
Advance to Onboarding Started
Due
2026-05-11
Marketing sequence
Welcome — HNW Transfer
Started
2025-07-12
Notes
Advance to Onboarding Started blocked — see exceptions. Advisor outreach overdue 1d.

Calendar & work orchestration

Tier A
WGAt-Risk1Y
Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal
Next best actionServiceCritical
Update first plan
Refresh financial plan with latest income and goal inputs. (Engel Trust) · due 2026-05-15 · owner Samir Patel
Upcoming events (0)

No scheduled meetings.

Open work (2)
+3d
Planning Action
Update first planServiceCriticalTier A
Refresh financial plan with latest income and goal inputs. (Engel Trust)
WGAt-Risk
+6d
Follow-Up
Send post-meeting follow-upServiceCriticalTier A
Recap notes, action items, and next steps email. (Engel Trust)
WGAt-Risk

Milestones

  • Signed2025-07-14
  • KYC completed2025-07-16
  • Accounts opened2025-07-24
  • Transfer initiated2025-07-25
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    Manual2026-05-09
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    Hybrid2026-05-19
Completed · 1
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-05-09

Household journey brief

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