Practifi in the News

The $10M Mistake Advisory Firms Make When Choosing a CRM

august 05, 2025 | podcast

On The Advisors Edge Podcast, Adrian Johnstone, our CEO, dives into the costly pitfalls advisory firms can fall into when selecting a CRM. He discusses how many out-of-the-box platforms are ill-suited for RIA workflows and highlights the difference a purpose-built CRM can make in operational efficiency and long-term growth.

vfi_Advisor-Perspectives_stacked_color

Don’t Underestimate the People Side of Growth

july 30, 2025 | byline

In Advisor Perspectives, our COO, Emily Wilcox, highlights how successful RIAs prioritize the human side of post‑M&A and tech integration — not just operational or mechanical processes. She emphasizes that firms seeking faster time-to-value focus on structured change management, emotional intelligence, and cultural alignment to keep teams engaged and adoption rates high.

4 Smart AI Moves RIAs Can Make Without Risking Client Trust

july 10, 2025 | byline

In ThinkAdvisor, our CEO, Adrian Johnstone, highlights four prudent ways advisors can integrate AI without compromising client trust. He stresses the importance of using AI to augment, not replace, the human connections that are essential in wealth management.

Next-Level Tech Stacks Will Center Gen AI

july 10, 2025 | byline

In Financial Planning, our CEO, Adrian Johnstone, explains why generative AI must be at the core of RIA tech stacks, not just layered on top. He outlines how unified platforms powered by AI can move teams beyond efficiency boosts into proactive action by surfacing insights and triggering workflows based on client data

How Advisors Can Avoid Becoming Over-Reliant on AI

June 19, 2025 | commentary

In The Daily Upside, our CEO, Adrian Johnstone, cautions against over‑dependence on AI, noting that “AI is poor at empathy so far.” He underscores the importance of advisors using technology to support, not replace, the human connection that clients value.

modern-financial-advisor

Why Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose

june 12, 2025 | podcast

In the Modern Financial Advisor Podcast hosted by Mike Langford, Adrian Johnstone, our CEO, explores why CRM systems often matter more than broker-dealer choice. He dives into the importance of maintaining strong client relationships, treating technology as a strategic investment, and preparing CRMs to grow with your firm.

4 Reasons AI Training Should Come Before the Tech Itself

may 28, 2025 | byline

In ThinkAdvisor, our COO, Emily Wilcox, emphasizes that effective AI integration in advisory firms begins with comprehensive training. She outlines four key reasons why preparing teams ahead of implementation is crucial for maximizing the benefits of AI technologies.

vfi_Advisor-Perspectives_stacked_color

The Next Chapter of AI? Proactivity.

may 14, 2025 | byline

In Advisor Perspectives, our CEO, Adrian Johnstone, discusses how AI can evolve from a time-saving tool to a proactive force in advisory firms. He emphasizes the importance of integrating AI into workflows to enhance client relationships and drive sustainable growth.

The Advisor’s Secret Weapon: How Practifi Drives Growth

may 14, 2025 | Podcast

On the Registered Investment Advisor Podcast, Adrian Johnstone shares how Practifi empowers advisory firms to streamline operations and scale effectively. He highlights the role of AI in transforming CRMs into proactive tools that surface growth opportunities and enhance client service.

Ep. 270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone

may 06, 2025 | Podcast

In episode 270 of The Efficient Advisor, our CEO, Adrian Johnstone, discusses how financial advisors can maximize their CRM systems to enhance client relationships and streamline workflows. He shares insights on aligning technology with business goals, leveraging automation, and transitioning from reactive to proactive client service

3 Ways to Improve Client Retention

march 21, 2025 | byline

Our CEO, Adrian Johnstone outlines strategies to enhance client retention. He emphasizes understanding clients’ backgrounds, proactively building relationships, and tailoring approaches to meet the evolving needs of clients and their heirs.

Financial advisors, what is your volatility game plan for client management?

march 14, 2025 | byline

In InvestmentNews, our CEO, Adrian Johnstone, emphasizes the importance of proactive client communication during market volatility. He highlights the role of CRM systems in identifying high-priority clients and tailoring outreach to maintain trust and confidence.

Out-Influencing Financial Influencers

march 03, 2025 | byline

Our CEO, Adrian Johnstone, discusses the growing influence of financial influencers and the need for advisors to engage in outcomes-based, values-driven conversations that resonate with younger investors. He emphasizes that advisors don’t need to mimic every influencer tactic but should understand what makes them compelling to effectively connect with their audience.

vfi_Advisor-Perspectives_stacked_color

How to Reduce the Pain When Replacing a Core Technology

february 25, 2025 | byline

In Advisor Perspectives, our CEO, Adrian Johnstone, shares strategies for easing the challenges of replacing core technology. He highlights the importance of preparation, planning and communication to ensure a smooth transition.

Why Most Wealth Management Tech Falls Short — And How to Fix It with Adrian Johnstone

febbruary 04, 2025 | podcast

CEO Adrian Johnstone shares his perspective on how technology must evolve to help advisors build operations.

Private Capital Still Likely to Invest In Wealthtech in 2025

febbruary 04, 2025 | commentary

Private capital continues to be active in wealth technology, especially with scalable tech that supports advisors and clients. What can we expect through 2025? Our CEO Adrian Johnstone, shared his predicitions with Wealth Solutions Report.

Many Young Advisors Lack Key Skills. Here’s How RIAs Can Help

January 22, 2025 | byline

Our CEO, Adrian Johnstone, explores how RIAs can empower new talent in a changing industry. From embedding advisors in their communities to sharpening prospecting skills, these approaches can unlock sustainable growth for firms and their advisors alike.

Advisor Tech Choices for the Long Run Show Me Your Stack

January 13, 2025 | commentary

Concurrent Investment Advisors adopted Practifi for its flexibility, according to Managing Director Joe McQuaid. The team appreciates how Practifi can adapt and grow alongside them, making it a vital component of their long-term strategy.

vfi_Advisor-Perspectives_stacked_color

What Advisors Need From Tech in 2025

november 06, 2024 | byline

Adrian Johnstone, our CEO, explores how technology can elevate client relationships and drive organic growth for RIAs. He highlights how overcoming adoption hurdles can unlock new opportunities and enable firms to thrive in the evolving landscape of wealth management.

What Role Do Commissions Now Play for Advisors?

October 31, 2024 | commentary

Our CEO Adrian Johnstone, joins industry thought leaders to discuss the shift toward fee-only models in financial advice. He offers his perspective on how these models are reshaping the advisor-client relationship and the broader industry.

Practifi: How To Maintain Clean, Actionable CRMs

October 29, 2024 | q&A Interview

In a recent Q&A with Tim Highland, our Head of Product Strategy, shares insights on maximizing CRM potential. He explores how advisors can maintain clean, actionable data to drive more effective client interactions and make the most of their platforms.

Information Overload May Dilute the Client Experience

October 07, 2024 | byline

In the latest issue of WealthManagement.com, our CEO, Adrian Johnstone, compares overloaded data to a cluttered manila folder, emphasizing that filtering out impractical information is key to creating optimal outcomes for clients.

Does More AI Use Mean More Clients? Think Again

September 13, 2024 | COMMENTARY

As artificial intelligence gains traction in wealth management, Adrian Johnstone, our CEO, tells InvestmentNews that AI should enhance, not replace, the human connection that clients value.

The strategic advantage of seamless CRM adoption

september 09, 2024 | byline

In the latest issue of InvestmentNews magazine, Adrian Johnstone, our CEO, explores the strategic benefits of seamless CRM adoption for RIAs. He offers insights on how firms can successfully implement CRM systems to enhance efficiency, improve client relationships, and gain a competitive edge in the industry.

Tech Upgrades Should Be Table Stakes In RIA M&A

july 29, 2024 | byline

Adrian Johnstone, our CEO, argues that RIAs should invest in technology before pursuing M&A deals. He highlights how modernized tech can significantly boost a firm’s valuation and attractiveness to potential buyers.

Tech vendor relationships: How to end them, and who gets the data?

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.

Quickly evolving tech is making long-term vendor commitment a thing of the past

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.

Ep. 243: The Breakaway Blueprint with Adrian Johnstone

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.

vfi_Advisor-Perspectives_stacked_color

For Growing RIAs, Single-Role CRMs Don’t Make the Cut

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.

The Sneaky Way That Tech Debt Eats Your RIA Alive

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.

Tech vendor relationships: How to end them, and who gets the data?

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.

Quickly evolving tech is making long-term vendor commitment a thing of the past

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.

Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi

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.

Turning Data Into Knowledge: Creating a Sustainable Engine for Growth

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.

FTC Non-Compete Ban Could Impact Wirehouses and Banks More Than RIAs

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.

When It Comes to Marketing, RIAs and CRMs Are In The Same Boat

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.

The Best RIA CRM Platforms to Choose From

april 18, 2024 | article

InvestmentNews published their top 3 ranking CRMs for RIAs and listed Practifi.

How Google, Nvidia and other AI-powerhouses influence vendor pricing for advisors

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.

AI and the Future of Wealth Management

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.

goRIA is LIVE at the Orion Ascent Conference with Paige Johnson

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.

RIAs, cost-cutting is not a growth strategy

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.

Letting Go Of The Relationship ‘Baggage’ RIAs Carry Into Their CRMs

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.

Bad tech is bad for advisors’ business

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.

The WealthStack Podcast: The Myth of the Perfect Tech Stack with Wealthmanagement.com’s WealthStack Podcast

january 19, 2024 | podcast

Our CEO, Adrian Johnstone discusses the limitations of current tech solutions in wealth management with Shannon Rosic from WealthStack podcast, shedding light on the gap between available technology and optimal client service.

Have questions? Contact us today!