Power Your Advice

Episode 138 – Maximizing the Value out of Data – With Glenn Elliott

Listen Later

Glenn Elliott is the Chief Executive Officer & Co-Founder of Practifi, the award-winning platform that powers high-performing wealth institutions, broker-dealers and RIAs.

In this podcast, Doug and Glenn discuss how Practifi combats disconnection through their one singular platform which accounts for each of the various roles in an advisory firm.

They also discussed:

  • How advisors should think about technology and sift through it all to focus on what’s best for their business
  • The unity of people, data, and business and how Practifi helps
  • How Practifi assists with increasing advisor efficiency and with performance
  • How advisors should think about data and turn it into insights and action that help their firm and their clients
  • FinTech integrations and how advisors should think about them
  • Practifi being a worldwide company and how this global perspective and insight makes them a more well rounded platform

    • Resources: 

    Practifi



    Source

    ...more
    View all episodesView all episodes
    Download on the App Store
    Power Your AdviceBy Advisorpedia

    More shows like Power Your Advice

    View all
    Freakonomics Radio by Freakonomics Radio + Stitcher

    Freakonomics Radio

    32,264 Listeners

    Acquired by Ben Gilbert and David Rosenthal

    Acquired

    4,783 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,186 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,335 Listeners

    Financial Advisor Success by Michael Kitces

    Financial Advisor Success

    719 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    2,031 Listeners

    The Peter Attia Drive by Peter Attia, MD

    The Peter Attia Drive

    8,090 Listeners

    The Long View by Morningstar

    The Long View

    930 Listeners

    RIA Edge by David Armstrong

    RIA Edge

    13 Listeners