First-Year ProgramService expectation: Advisor touch within 60 days · review within 120 days
Dahl Household
Luc Dahl · HNW · $2.03M · Pershing
On TrackMedium riskAdvisor: Eva Lindgren · Ops: Lena Park
Experience score
95/100
SignedDay 2 / target 2
Journey type
Planning-Only
Next milestone
Advance to Onboarding Started
Due
2026-05-12
Marketing sequence
Welcome — Mass Affluent
Started
2025-12-18
Notes
On cadence. Advance to Onboarding Started due 2026-05-12.
Calendar & work orchestration
Tier B1Y
Next best actionRetentionHigh
Re-engagement call
Personal advisor outreach — low portal engagement. (Dahl Household) · due 2026-05-14 · owner Eva Lindgren
Upcoming events (1)
2:30 PM
25m
Client Check-In·Eva Lindgren
Recent completed
- 2026-05-08 · Review Meeting · Completed
Open work (5)
+2d
Service Outreach
Personal advisor outreach — low portal engagement. (Dahl Household)
+14d
Service Outreach
Personal advisor outreach — low portal engagement. (Dahl Household)
+7d
Planning Action
Model conversion across remaining tax-bracket window. (Dahl Household)
+12d
Task
Tailor proposal deck and pricing schedule. (Dahl Household)
+45d
Follow-Up
Recap notes, action items, and next steps email. (Dahl Household)
Milestones
- Signed2025-12-20
- KYC completed2025-12-26
- Accounts opened2025-12-28
- Transfer initiated2026-01-05
- Funded
- Welcome call
- First plan delivered
- 30-day review
- 6-month review
- 12-month review
Recent touchpoints
Scheduled · 1
- Kickoff ops taskops task · Ops · goal: Open kickoff checklistHybrid2026-05-24
Completed · 2
- Welcome emailemail · Marketing · goal: Set expectations for first 30 daysAutomatedDone 2026-05-10
- Advisor welcome calladvisor call · Advisor · goal: Build rapport, confirm goalsManualDone 2026-05-10
Household journey brief
Synthesize the journey, surface risks, and draft the next advisor touch.