Wealth Ops
Second Brain
First-Year Program

Nakamura Household

Yuki Nakamura · HENRY · $785K · Fidelity

Off TrackHigh riskAdvisor: Samir Patel · Ops: Jamal O.
Experience score
40/100
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
2025-10-13
Notes
Advance to Onboarding Started blocked — see exceptions. Advisor outreach overdue 1d.

Recommended next actions

  1. 1.
    Re-send DocuSign with personal note; escalate to advisor if no response in 48h.
    High · missing documents · due 2026-05-05 · Ops: Jamal O.
    See recover list (Off Track) →Open household →
  2. 2.
    Verify funding source; confirm ABA/account #; offer wire alternative.
    High · failed funding · due 2026-05-08 · Ops: Jamal O.
    See recover list (Off Track) →Open household →

Calendar & work orchestration

Tier B
At-Risk1Y
Service expectation: Advisor touch within 60 days · review within 120 days
Next best actionRetentionCritical
Re-engagement call
Personal advisor outreach — low portal engagement. (Nakamura Household) · due 2026-05-17 · owner Samir Patel
Upcoming events (1)
5:00 PM
20m
Funding Follow-Up · Nakamura HouseholdServiceHighTier B
Funding Follow-Up·Samir Patel
At-Risk
Open work (2)
+5d
Service Outreach
Re-engagement callRetentionCriticalTier B
Personal advisor outreach — low portal engagement. (Nakamura Household)
At-Risk
today
Follow-Up
Send post-meeting follow-upServiceCriticalTier B
Recap notes, action items, and next steps email. (Nakamura Household)
At-Risk

Milestones

  • Signed2025-10-15
  • KYC completed2025-10-18
  • Accounts opened2025-10-25
  • Transfer initiated2025-10-28
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Overdue · 1
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    Automated2026-05-06
Scheduled · 1
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    Hybrid2026-05-19
Completed · 1
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-05-10

All exceptions for this household

Highmissing documents
Nakamura Household · owner: Samir Patel · opened 15d ago
due 2026-05-05
Highfailed funding
Nakamura Household · owner: Samir Patel · opened 13d ago
due 2026-05-08

Household journey brief

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