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Wealthies 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.

 

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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.  

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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! 

Listen to the Wealthies Circle podcast

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