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The Advisor Lab by CION


May 22, 2024

Adrian Johnstone, CEO of Practifi, has spent a career harnessing technology to optimize growth. Gathering data isn't enough; it's about unlocking knowledge to create a customer experience that helps firms grow at every stage. Moving from insight to action is the challenge for advisors. Doing it consistently and at scale can seem impossible. Adrian breaks down how Practifi thinks about a rapidly evolving industry.