Adrian Johnstone - CEO of Practifi
Adrian Johnstone is currently the CEO of Practifi, a leading performance optimization platform tailored for the wealth management industry. Johnstone has been with the company since its inception in 2013, initially co-founding Practifi alongside Glenn Elliott. Over the years, Johnstone has played a pivotal role in guiding the company through various growth phases, including its expansion to the United States in 2017.
Professional Background and Experience
- Position: Chief Executive Officer (CEO)
- Company: Practifi
- Industry Expertise: Financial technology (Fintech), Wealth management, CRMs for Financial Advisors
- Tenure: Co-Founder of Practifi since 2013, CEO since March 16, 2023
- Previous Roles: Co-Founder and Chief Commercial Officer (CCO) of Practifi
Johnstone brings over 20 years of industry experience, focusing on leveraging technology to enhance growth for advisory businesses of all sizes. His career has been marked by a steadfast commitment to transforming how financial advice businesses operate through innovative technological solutions. He believes strongly in building technology firms as partners rather than mere providers and champions the seamless integration of platforms to future-proof the industry.
Leadership and Vision
Adrian is described as an innovative and insightful leader capable of motivating colleagues across all organizational levels. His appointment as CEO marks a significant transition for Practifi from a startup to an award-winning, growth-oriented organization. Johnstone's leadership is underpinned by a focus on driving success and delivering superior client experiences for wealth management firms. He continues to build upon the legacy of co-founder Glenn Elliott, who remains active on Practifi's Board of Directors.
Notable Achievements
- Expansion: Led Practifi's successful expansion to the U.S. market in 2017.
- Integration: Spearheaded integrations with industry-leading providers to unify client data and optimize client management systems.
- Recognition: Regular presenter at industry events in Australia and the United States, addressing technology trends and best practices for the financial services industry.
Media Features and Insights
Adrian Johnstone is an active thought leader in the fintech community. He has been featured in numerous podcasts, interviews, and conference panels, sharing his expertise and insights on technology's evolving role in wealth management.
- LinkedIn: [Adrian Johnstone Profile](https://www.linkedin.com/in/adrianjohnstone)
- Podcasts: Featured in episodes of "WealthTech Today," "Bank On It," and others discussing strategic growth and technology in financial services.
- Articles: Contributed to various industry publications and has been highlighted for Practifi's innovative approaches to CRM and performance optimization in wealth management.
Key Contributions and Strategic Outlook
Under Johnstone’s leadership, Practifi has introduced several industry-leading features tailored to streamline advisor workflows and enhance team collaboration. His strategic outlook revolves around continuously driving growth through technological advancements and expanding Practifi’s footprint in the competitive wealth management landscape.
Additional Information
- Practifi Overview: A platform that empowers wealth management teams by automating workflows, creating comprehensive client records, and providing access to advanced analytics.
- Global Presence: Headquartered in Chicago, Illinois, with a significant presence in Sydney, Australia.
Johnstone's extensive experience and robust strategic vision position Practifi as a leader in the wealth management technology sector, poised for continued innovation and growth.
