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Growth Stories

Every advice firm has growth goals and visions for the future, but how do you find a technology partner to support you through your growth?

Listen in to some of our clients’ growth stories to discover how Practifi is supporting them along their own growth journeys.

Streamlining the Client Experience with Brian Murphy // Pathways Financial Partners

October 2019

Brian Murphy and the whole team at Pathways Financial Partners are dedicated to helping clients navigate their financial journey. Watch their growth story to discover how Practifi is helping them streamline their client management, resulting in a better and more delightful client experience.

Turning Visions Into Reality with Rob Pyne // HPH Solutions

JULY 2019

Rob Pyne, co-founder and Managing Partner at HPH Solutions, shares with us his challenges, his aspirations and his vision of his dream advice firm. Listen in to see how he’s turning his visions into reality.

Unlocking Hidden Value with Josh Cratchley & Julian Nowland // Plenary Wealth

april 2019

Meet Josh Cratchley and Julian Nowland, financial advisors and co-founders of Plenary Wealth. Watch their growth story to find out how they began to unlock efficiencies within the firm to showcase their true value to their most valued clients.

Becoming Future-Proof with Adrian Patty // Advice Revolution

October 2018

Meet Adrian Patty, Director of Advice and Innovation at Advice Revolution. Listen in to his experience using Practifi and how it has made him and his business future-proof.