Advisor Workbench
Today, this week, this year
Unified operating console: calendar, work items, and milestones — ranked by business impact, retention risk, and white-glove commitment.
Meetings today
3
High-pri today
1
At-risk households
1
White-glove (14d)
0
Growth follow-ups (7d)
0
Today capacity
Light
Today's agenda — Marcus Chen
2:00 PM
45m
Onboarding Call·Marcus Chen
1Y
9:30 AM
30m
Team standupOperationsLow
Team Meeting·Marcus Chen
11:30 AM
25m
Client Check-In·Marcus Chen
1Y
Open work today
today
Service Outreach
Personal advisor outreach — low portal engagement. (Zeller Trust)
1Y
today
Service Outreach
Send personal note + market context. (Ueno & Co.)
At-Risk
-9d
Document Collection
Request and file trusted-contact form. (Larsen Family)
1Y9d
-3d
Review Prep
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Müller Family)
1Y3d
Daily focus brief
What should Marcus Chen focus on today and why?