Wealthies Circle

Advanced Technology for Advisors with Practifi


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With headquarters in Australia and a branch in Chicago, Practifi is a company that’s all about developing convenient technology for all busy financial advisors out there. Listen in as David Armstrong, Editor and Chief at Wealthmanagement.com, and Practifi’s Co-Founder & Chief Commercial Officer, Adrian Johnstone, talk about his company’s technological customer relationship management (CRM) approach … Continue reading Advanced Technology for Advisors with Practifi →
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Wealthies CircleBy WealthManagement.Com