august 27, 2025 | byline
In Wealth Solutions Report, our CEO, Adrian Johnstone, outlines practical guidance for firms evaluating AI partners — highlighting the importance of alignment in vision, fit with existing workflows, and long-term adaptability of the solution.
august 20, 2025 | article
In its annual review, InvestmentNews ranked Practifi #6 among the best CRM platforms for RIAs, recognizing its balance of customizability, integration, affordability, and ability to evolve alongside advisory firms.
august 19, 2025 | commentary
Emily Wilcox, our COO, explores tactical ways to maintain strong client engagement during slower periods—emphasizing proactive planning and consistent communication as key to sustaining momentum.
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.
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.
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.
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
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
febbruary 04, 2025 | podcast
CEO Adrian Johnstone shares his perspective on how technology must evolve to help advisors build operations.
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.
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.
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.
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.
Practifi is the leading CRM purpose-built for wealth management.
