Power Your Advice

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

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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 decided that the idea was worth the investment.

They also discussed:

  • The issues that may arise if advisors don’t automate their workflows
  • How advisors can manage all of their tasks to become more efficient and save time
  • How AI makes the optimization achievable
  • The business development app they created to automate firms’ growth activities
  • Tracking ROI being crucial and how the app helps with that
  • The profitability puzzle

    • Resources: Practifi

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