Stifel LegacyLink
Gasper Group – Bowling Green, KY
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Branch workspace
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Milestone scan
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Relationship data only. No positions, no orders.
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Good morning, Andrew

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heirs across {{ bannerHouseholds }} households have no relationship with this branch — {{ bannerAum }} of book value sits in those families. Sorted by transfer proximity below.

Today’s appointments

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Engagement triggers

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Relationship coverage — book wide
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Reminders
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All clear. Nothing outstanding for this week.

Households

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Engagement triggers

Every child, grandchild, and center of influence in the branch, scanned nightly against age-based planning milestones. Window: {{ windowLabel }}.
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Drag any node to rearrange. Click to inspect and set relationship health.
G1 · CLIENT GENERATION
G2 · CHILDREN & SPOUSES
G3 · GRANDCHILDREN
CENTERS OF INFLUENCE
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LAST CONTACT
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NEXT MILESTONE
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Personal notes
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Select a node to see the relationship record, set health, and log personal notes.
Stifel
Meeting Briefing
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ADVISOR A. BOYLES · INTERNAL USE
Since we last met
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Last conversation — annual review, Feb 12 2026
  • Wants the 240 acres in Shelby County held for the grandchildren, not sold. Emotional topic — he raised it twice.
  • Reluctant to bring Thomas into planning conversations. Margaret disagrees with him on this.
  • Open to a family meeting if Margaret organizes it. Said “ask me again after harvest.”
Family status
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Talk about this
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Handle with care
Rebecca’s divorce was finalized in January. Margaret asked us not to raise it. Refer to the Bowling Green house as “her new place.”
Small things
Black coffee, no sugar. Margaret takes tea. Harold asks about the Cardinals before anything else. Both prefer paper copies.
No family map yet for this household
Branch support has logged {{ cUnmet }} relatives in the notes field but nobody has structured them. Building the map takes about four minutes and turns on milestone monitoring for every heir.
Log a personal update
Goes onto the household briefing with today’s date. Relationship data only — no account instructions.
Household
What happened
Add to the family map
Date of birth turns on automatic milestone monitoring for this person.
Full name
Relationship
Date of birth
Attach to
Occupation / detail
Relationship health