Cases — Assessment
Total Cases
47
Preparation (Q1+Q2)
40
Presentation (Quadrant 3)
7
Presentation Stage
Quadrant 3
Advice is being delivered — driving client decisions
| Case Name | Advisor | Advice Quality | Change Status | Time in Quadrant 3 | Last Activity |
|---|---|---|---|---|---|
| Oakmont Capital | David Kim | 8.4/10 | Decision pending | 6days | Today |
| Meridian Corp Pension | Sarah Chen | 8.1/10 | Proposal delivered | 12days | 1 day ago |
| Pinnacle Group | Sarah Chen | 7.8/10 | Proposal delivered | 14days | 2 days ago |
| Redwood Legacy Trust | James Liu | 6.5/10 | Stalled — partner not involved | 28days | 8 days ago |
| Harborview Estates | Ana Torres | 6.1/10 | No decision — entered Quadrant 3 too early | 34days | 5 days ago |
| Henderson Estate | James Liu | 6.5/10 | Stalled — 14 days no activity | 38days | 14 days ago |
| Whitfield Partners | Wesley Park | 7.6/10 | Decision pending | 9days | Today |
Assessment → Presentation
Preparation Stage
Q1 + Q2
Discovery & assessment — building the case before advice delivery
| Case Name | Advisor | Stage | Advice Quality | Age | Status | Last Activity |
|---|---|---|---|---|---|---|
| Thompson Family Trust | Wesley Park | Q2 | 7.2/10 | 74days | Ready for Quadrant 3 | 3 days ago |
| Pacific Ridge Ventures | Wesley Park | Q2 | 7.5/10 | 62days | Ready for Quadrant 3 | Today |
| Atlas Financial Group | James Liu | Q2 | 7.0/10 | 85days | Ready for Quadrant 3 | 2 days ago |
| Morrison & Associates | David Kim | Q2 | 6.8/10 | 56days | Not Ready | 1 day ago |
| Cornerstone Wealth | Sarah Chen | Q2 | 6.2/10 | 94days | Not Ready | 6 days ago |
| Blackstone Holdings | James Liu | Q2 | 5.4/10 | 112days | Not Ready | 5 days ago |
| Brightview Properties | Ana Torres | Q2 | 4.8/10 | 87days | Not Ready | 3 days ago |
| Greenfield Estate | Ana Torres | Q1 | 3.2/10 | 18days | Discovery | 2 days ago |
| Hartwell Foundation | Maria Santos | Q1 | 2.1/10 | 8days | Discovery | 4 days ago |
| Westfield Partners | Wesley Park | Q1 | 1.8/10 | 5days | Discovery | 1 day ago |
| Carroll Succession | David Kim | Q1 | 2.8/10 | 22days | Discovery | 3 days ago |
| Reeves Family Office | Ana Torres | Q1 | 0.5/10 | 2days | New | Today |