Practifi

🌟 Today is the day! 🌟 In just ONE hour, get ready to dive into an exclusive look at Practifi, hosted by the dynamic duo Brooke Deese McNally and Steve Miller! 🚀 Don't miss out—register now: https://hubs.la/Q02MWrBm0 See you there! 👋 #Practifi #BusinessTransformation #Webinar

Tomorrow’s the big day! 🎉 Join us for an exclusive look at Practifi on August 28 at 1 PM CDT, hosted by the dynamic duo Brooke Deese McNally and Steve Miller. Don’t miss out—this is your chance to see how Practifi can transform your business! Register now: https://hubs.la/Q02MMv6F0 #CRM #Demo #Practifi #TechInnovation #ClientGrowth

🕵Are you prepared to debunk common CRM myths and steer your advisory firm towards success? Our eBook, "8 CRM Myths Your Advisory Firm Should Ditch," is your ticket to unlocking a new era of growth. 🔎 Discover the truths that can reshape your firm's trajectory. Download now: https://hubs.la/Q02MKqsN0 #Practifi #CRMMyths #AdvisoryFirms #SuccessSecrets #BusinessGrowth #Ebook

We’re headed to San Francisco! 🛫 Practifi will be attending the DeVoe & Company M&A+ Succession Summit on September 11-13 at the Ritz-Carlton. 🏙️ Join us at the premier gathering for the RIA industry’s M&A and Succession Planning. It’s an event you won’t want to miss! 🤝 #RIASummit #SuccessionPlanning #Practifi

Join us next week for an exclusive look at Practifi on August 28 at 1PM CDT with our amazing hosts Brooke Deese McNally and Steve Miller. Mark your calendars and get ready to see a demonstration of how our industry-specific CRM: 1) Unifies data from multiple sources 2) Makes everyday processes easier for advisory teams 3) Helps drive client growth and retention 🔗Register now: https://hubs.la/Q02Mcx990 #Practifi #Webinar #FinancialServices #TechnologyInnovation

Volatile markets can be a challenge for any advisor. 😕Learn more about the three challenges that advisors face during turbulent times and the practical tips to help overcome them: https://hubs.la/Q02McGyx0 #Pracitfi #marketvolatility #marketinsights

Last week, we had the loveliest time gathering our North American team in Chicago for another #Practifi Summit! 🎉 Twice a year, we get together to learn from each other, hear from special guests, deepen relationships and just have a jolly good time! For this summit, we want to give a special shoutout 📣 to: 1. Our operations team for working tirelessly behind the scenes to make this all possible. 2. Our teammates who braved the stage to inform and entertain their colleagues. 3. Our clients — specifically Rich Kitick, CFP(R) from OnPath Financial for sharing his experience and reminding us why we do what we do. Needless to say, we’re looking forward to our next summit!

How lucky I feel after a few days of fun, learning and just down right admiration of our team. Practifi have some of the most wonderful humans in the biz and the privilege of spending time in the same room during our team Summits is never lost on me! #togetherwewin

In today's fast-paced tech landscape, staying competitive means more than just keeping up—it’s about adopting the right tools to elevate your client service. For RIAs, embracing advanced technology like CRMs isn’t just beneficial; it’s essential. Discover why tech adoption is crucial for advisor success: https://bit.ly/3X2TPz5 #TechAdoption #CRMforRIAs #Practifi

Is your financial services firm ready for the digital future? 🏢 It's time to reshape your business to thrive in a world that revolves around digital technology and experiences. 💻📈 Learn more about the best strategies to ensure your firm is future-ready: https://bit.ly/46ApwTx #FinancialServices #DigitalTransformation #FutureReady