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Relay
12 findings

Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Review pack: W. Ng

No meeting booked today; this pack is ready for the next one.

  • Channel: video (Segment: Wealth Advice Center, remote pooled coverage)
  • Best time: Evenings by text or video (Client setting)
  • Notes: brief (Segment: Wealth Advice Center, remote pooled coverage)
  • Escalate unsigned forms after: 7 days (Segment: Wealth Advice Center, remote pooled coverage)
All settings and where they come from

Briefing: what has changed, what is inferred, and what could not be established

W. Ng (33) · Wealth Advice Center · $95K · last contact: Video, 95 days ago, onboarding; set the 6-month cash target and the monthly contribution

Section order: Segment: Wealth Advice Center, remote pooled coverage.

Open items

  • Advisor Send the emergency-fund explainer (due in 3 days)

Goals with a gap

  • Cash for planned spending 2 months of 6 months. 6 months of spending at $4.2K a month
  • Retirement $87K of $1.2M. Retirement at 65; contributions of $900 a month

What has changed

Decisions to make

  • Two months of cash against a six-month target: 3 options allowed, 5 blocked, about $17K. See options

Talking points

  1. Open with what has changed since the last conversation
  2. Walk through the goals that have a gap
  3. Agree who does what on the open items

Documents to have to hand

  • Sizing a Liquidity strategy (research note)

Everything in this pack comes from the client file. Nothing is generated.