Episode 102 – Automate Your Workflows and Save Time – With Adrian Johnstone
August 5, 202216m 23s
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Show Notes
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