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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
Related: The Key To Successful Core Technology Implementation