Tag Archives: #Practifi

Episode 160 – Empowering Your Employees While Improving the Client Experience with Robert Gorman

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

Robert Gorman is the Co-Founder and Chief Operating Officer of Apollon Wealth Management. Apollon works with multiple leading custodians to select the optimal mix of products and services for each investor. With their commitment to providing the highest level of personal service, Apollon Wealth elevates wealth management to a higher standard.

In this podcast, Doug and Robert discuss the partnership between Apollon Wealth and Practifi and how the utilization of technology and the Practifi platform can improve the client experience. 

They also discussed:

  • The growth and journey of Apollon Wealth 
  • Utilizing technology to not only empower your employees but also improve the experience with your clients
  • Making a match looking around at other FinTech companies to what was important to Apollon Wealth
  • The factors that were important to Apollon Wealth when looking for the right partner and why Practifi was chosen
  • How the abilities of the Practifi platform have benefited Apollon and its clients

 

Resources: 

Apollon Wealth

Practifi

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

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

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



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

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

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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