Margaret Ellison , advisor (synthetic persona)· Senior advisor, founder and executive practice, New York · About $820M across 183 households; four relationships above $50M; 7 of those households are in this prototype Who's who
Channel: video (Segment: Wealth Advice Center, remote pooled coverage) Best time: After 6pm on weekdays (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
C. Pell (44) · Wealth Advice Center · $180K · last contact: Video, 150 days ago, onboarding call; set the 6-month cash target
Section order: Segment: Wealth Advice Center, remote pooled coverage.
Open items Account details “Please update my mailing address.”Advisor Confirm the monthly spending figure (due today) Callback queue Schedule the annual check-in (due in 2 days) Goals with a gap Cash for planned spending 4 months of 6 months. 6 months of spending Retirement $150K of $900K. Retirement at 67 Decisions to make Cash covers 4 of 6 months: 3 options allowed, 5 blocked, about $10K. See options Talking points Keep it to one topic: the cash cushion Confirm the $5K monthly figure Offer the annual check-in slot Documents to have to hand Sizing a Liquidity strategy (research note) Treasury ladder, 0 to 3 years (product one-pager) Everything in this pack comes from the client file. Nothing is generated.