Wealthies Circle Podcast: Advanced Technology for Advisors With PractifiWealthies Circle Podcast: Advanced Technology for Advisors With Practifi
Practifi co-founder and Chief Commercial Officer Adrian Johnstone talks about his company’s technological customer relationship management approach and the advanced platform-building experience.
October 15, 2020
With headquarters in Australia and a branch in Chicago, Practifi is a company that’s all about developing convenient technology for all busy financial advisors out there.
Listen in as David Armstrong, editor in chief at WealthManagement.com, and Practifi’s co-founder and Chief Commercial Officer Adrian Johnstone talk about his company’s technological customer relationship management (CRM) approach and the advanced platform-building experience.
Practifi co-founder and Chief Commercial Officer Adrian Johnstone
In this episode, you’ll learn:
How Practifi can help financial advisors achieve an integrated professional experience;
Ways the firm’s technology better connects a remote-located workforce;
The company’s automation and customization approach;
And more!
Tune in as Adrian discusses the financial services technological ecosystem in both the American and Australian markets!
