Wealthies Circle

Wealthies Circle


Advanced Technology for Advisors with Practifi

October 15, 2020

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 →