Episode 102 – Automate Your Workflows and Save Time – With Adrian Johnstone

Power Your Advice

English - August 05, 2022 17:31 - 16 minutes - 22.5 MB
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Previous Episode: Episode 101 – Turning Compliance from a Barrier to an Asset – With Mac Bartine

Next Episode: Episode 103 – Active Management in a Time of Decline – With Rocco Pellegrinelli

Adrian Johnstone is the Co-Founder and President of Practifi, a performance optimization platform purpose-built for the wealth management industry that empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience. Doug and Adrian talked about his background that led to his path of co-founding Practifi and why he … Continue reading Episode 102 – Automate Your Workflows and Save Time – With Adrian Johnstone →