july 18, 2024 | commentary
Our CEO, Adrian Johnstone, discusses the intricacies of tech vendor relationships, offering insights on how to choose the right partners and navigate the complexities of data ownership.
july 17, 2024 | commentary
Adrian Johnstone, CEO of Practifi, comments on the increasing challenge wealth management firms face in maintaining long-term relationships with third-party vendors due to the rapid evolution of technology.
july 13, 2024 | podcast
In this episode, our CEO, Adrian Johnstone, joins Craig Iskowitz to discuss the latest trends in wealth management technology. Adrian delves into Practifi’s unique approach to supporting advisors, managing sales pipelines, and navigating M&A activities, offering a comprehensive look at the future of wealth tech.
june 26, 2024 | byline
Adrian Johnstone, our CEO, shares what qualities make an effective CRM in a piece for Advisor Perspectives, emphasizing the need for multifaceted CRM solutions for growing RIAs.
june 19, 2024 | byline
Our CEO, Adrian Johnstone outlines the impact of tech debt on firm growth in an article for Family Wealth Report, and shares strategies for firms to manage and mitigate it effectively.
june 18, 2024 | commentary
Adrian Johnstone, Chief Executive Officer of Practifi, discusses facilitating painless vendor “breakups” and the importance of data ownership in an article for Financial Planning magazine.
june 17, 2024 | commentary
Our CEO, Adrian Johnstone, tells Rachel Witkowski at Financial Planning that long-term vendor commitment is a strategic mistake. RIAs need to pick a technology partner that suits their business three years from now for sustained success.
june 13, 2024 | podcast
Our CEO, Adrian Johnstone chats with Craig Iskowitz discussing the latest trends in wealth management technology from Practifi’s role in supporting advisors to our unique approach to managing sales pipelines and M&A activities, this episode offers a comprehensive look at the future of wealth tech.
May 22, 2024 | podcast
Practifi CEO Adrian Johnstone joined Derek Schwartz of CION Investments on the Advisor Lab podcast to discuss Practifi’s approach and view of the industry – including his thoughts on client segmentation, organic growth, succession planning and more.
May 01, 2024 | commentary
Our CEO, Adrian Johnstone weighed in on the impact the FTC’s ban on non-compete clauses may have on financial advisory firms.
April 29, 2024 | byline
Adrian Johnstone, CEO of Practifi, discusses how in a marketplace saturated with similar offerings, both financial advisors and their tech partners face the challenge of distinguishing themselves by focusing on the unique value they provide to clients, leveraging authentic experiences and proactive engagement to stand out effectively.
april 18, 2024 | article
InvestmentNews published their top 3 ranking CRMs for RIAs and listed Practifi.
april 11, 2024 | commentary
Practifi’s CEO, Adrian Johnstone provides commentary on the shift in AI pricing models and recommends moving toward blended cost structures that scale with value for advisory firms.
APril 01, 2024 | Podcast
Adrian Johnstone, CEO of Practifi, together with Joe Anthony and Kevin Darlington, delves into the evolving landscape of wealth management, focusing on the potential impact and future implications of artificial intelligence.
march 14, 2024 | podcast
Our Director of Strategic Partnerships and Alliances, Paige Johnson showcases different CRMs available to new RIAs at the Orion Ascent Conference, providing insights into building an effective tech stack for RIA practices.
february 23, 2024 | article
Adrian Johnstone, Chief Executive Officer of Practifi, emphasizes the significance of prioritizing client experience over cost-cutting measures for Registered Investment Advisors (RIAs), advocating for a client-centric approach to tech investment for sustainable growth.
february 20, 2024 | byline
Our Director of Strategic Partnerships and Alliances, Paige Johnson addresses common challenges faced by RIAs in adopting CRM software, advocating for a mindful approach to implementation and a focus on setting realistic expectations for successful integration.
january 21, 2024 | commentary
Adrian Johnstone, CEO of Practifi, critiques the pitfalls of inadequate technology for financial advisors, highlighting the risks of outdated systems and underscoring the importance of investing in advanced tech for competitive advantage and client satisfaction.
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