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.