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Practifi CCO and co-founder Adrian Johnstone sat down with the recalls the Entrepreneur Podcast Network to discuss his company’s birth, and what they hope to achieve next.

 

Adrian Johnstone, Chief Commercial Officer and Co-founder of Practifi, recently spoke to the Entrepreneur Podcast Network (EPN), where he went into depth about his company, what inspired its inception, and what the future holds for the financial advice and services industry as Practifi expands into the US market.

Practifi is the business management platform for the financial advice industry. It is an exciting alternative to traditional CRM systems and offers an end-to-end solution that revolutionises financial services businesses by enabling them to reach their full growth potential. With Practifi you can run your business on the cloud, automate your workflows, integrate the best tools and build the advice business you’ve always imagined.

Speaking with Eric Dye, founder of the EPN and eHealth Network, Adrian discussed how companies can leverage technology for growth, with a specific focus on the financial services sector. The conversation kicked off with a kind of recap of where Practifi came from.

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“My Co-founder Glenn Elliott and I both came from the industry, but from two different directions,” Adrian said. “For me, as a consultant for many years working with financial advisors of all sizes, and Glenn working with technology.”

The duo took what was seen as the most robust and flexible technology stack in the business (Salesforce) and reshaped it to create a genuine industry application. In it, they created a foundation of data structures and business rules with the aim of reflecting how the financial advice industry operates and to change how advisors have traditionally perceived technology.

Adrian reflected that he could see that the technology powering the financial services industry was really pitched at how to manage the product, and not how to manage the complex relationships that people really needed. A remedy was at hand; it was Adrian’s “lightbulb” moment.

“So, we took my consulting knowledge and (Glenn’s) tech knowledge, added a few too many bottles of wine and turned it into some software.”

To listen to the whole podcast, click here.

To learn more about Practifi visit www.practifi.com.


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