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Erika Wood

Director of Wealth Management of VisionPoint Advisory Group, a hybrid advisory firm based in Dallas managing approximately $3 billion in assets.

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19 snips
Dec 10, 2024 • 1h 30min

Ep 415: Systematizing A Firm-Wide Planning Process By Leveraging Centralized Teams And A Ticketing Workflow System with Erika Wood

Erika Wood, Director of Wealth Management at VisionPoint Advisory Group, oversees a firm managing about $3 billion in assets. She dives into innovative strategies for centralized financial planning and a ticketing workflow, enhancing efficiency across client meetings. Erika discusses client segmentation and tiered pricing based on a data-driven approach. Her insights into nurturing client loyalty and the significance of advisors finding their niche are invaluable. Plus, she shares how structured planning fosters engaged client relationships while maximizing operational effectiveness.