Welcome everyone! Welcome to the 415th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Erika Wood. Erika is the Director of Wealth Management of VisionPoint Advisory Group, a hybrid advisory firm based in Dallas, Texas, that oversees approximately $3 billion in assets under advisement for both 780 client households andRead More... The post #FASuccess Ep 415: Systematizing A Firm-Wide Planning Process By Leveraging Centralized Teams And A Ticketing Workflow System, With Erika Wood first appeared on Kitces.com.

View Entire Post