Pham Family

Zane Pham · HNW · $4.09M · Fidelity

On TrackLow riskAdvisor: Jordan Ellis · Ops: Jamal O.

Experience score

87/100

90-Day EngagementDay 33 / target 60

Journey type

Transfer + Planning

Next milestone

Advance to 6-Month Review

Due

2026-06-08

Marketing sequence

Welcome — Mass Affluent

Started

2025-07-12

Notes

On cadence. Advance to 6-Month Review due 2026-06-08.

Calendar & work orchestration

Tier A

Service expectation: Advisor call within 30 days · review within 90 days

Upcoming events (0)

No scheduled meetings.

Open work (0)

No open tasks for this household.

Scheduled · 2

90-day review meeting
meeting · Advisor · goal: Confirm planning progress
Manual2026-04-09
6-month review meeting
meeting · Advisor · goal: Re-confirm goals + plan delta
Manual2026-04-19

Completed · 8

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2026-01-16
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2026-01-15
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2026-01-30
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2026-02-15
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2026-02-26
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2026-03-01
Allocation complete email
email · Advisor · goal: Confirm trade-to-target
HybridDone 2026-03-15
Welcome call
advisor call · Advisor · goal: Walk through portal
ManualDone 2026-03-12

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