Hollander Family

Wren Hollander · Mass Affluent · $592K · Pershing

At RiskHigh riskAdvisor: Jordan Ellis · Ops: Jamal O.

Experience score

47/100

90-Day EngagementDay 67 / target 60 · overdue

Journey type

Digital Low-Touch

Next milestone

Advance to 6-Month Review

Due

2026-05-05

Marketing sequence

Welcome — HNW Transfer

Started

2026-03-10

Notes

Tracking close to SLA. Advance to 6-Month Review due 2026-05-05.

Calendar & work orchestration

Tier C

At-Risk1Y

Service expectation: Digital cadence + advisor touch on milestone events

Next best actionComplianceHigh

Resolve stalled transfer

Open custodian ticket; confirm ABA and account number. (Hollander Family) · due 2026-06-29 · owner Jordan Ellis

Upcoming events (3)

1:30 PM

45m

Prospect Consult · Hollander FamilyGrowthHighTier C

Prospect Consult·Jordan Ellis·prep needed

At-Risk

10:30 AM

30m

Retention Outreach · Hollander FamilyRetentionHighTier C

Retention Outreach·Jordan Ellis

At-Risk

12:00 PM

45m

White-Glove Touch · Hollander FamilyServiceMediumTier C

White-Glove Touch·Jordan Ellis·prep needed

At-Risk

Open work (2)

+48d

Exception

Resolve stalled transferComplianceHighTier C

Open custodian ticket; confirm ABA and account number. (Hollander Family)

At-Risk

+59d

Task

Send proposal to prospectGrowthHighTier C

Tailor proposal deck and pricing schedule. (Hollander Family)

At-Risk

Milestones

Signed2026-03-12
KYC completed2026-03-18
Accounts opened2026-03-20
Transfer initiated2026-03-22
Funded2026-04-09
Welcome call2026-03-30
First plan delivered2026-04-10
30-day review2026-04-14
6-month review
12-month review

Recent touchpoints

Scheduled · 2

Nurture — life events
content drip · Marketing · goal: Keep household engaged
Automated2026-03-02
6-month review meeting
meeting · Advisor · goal: Re-confirm goals + plan delta
Manual2026-03-19

Completed · 8

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2025-12-13
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2025-12-13
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2025-12-27
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2026-01-12
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2026-01-23
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2026-01-25
Allocation complete email
email · Advisor · goal: Confirm trade-to-target
HybridDone 2026-02-10
Welcome call
advisor call · Advisor · goal: Walk through portal
ManualDone 2026-02-06

Household journey brief

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