Bottlenecks. Delays. Disconnected tasks. 🧱 If this sounds familiar, your firm might be facing operational inertia. Learn how to break the cycle: hubs.la/Q03B_kn-0 #AdvisorTech #RIA

Big things ahead at Practifi 👀 We’re building the first conversational CRM for financial advisors. See what’s coming next: hubs.la/Q03BPwhj0 #AdvisorTech #AI

AI is a game-changer, but don’t lose sight of what matters. 👁️ See how RIAs can avoid overreliance and use AI wisely: hubs.la/Q03BP73f0 #AIinAdvisory #WealthTech #AdvisorTools #TechBalance

Future Proof Festival is just around the corner 🌴 We're heading to Huntington Beach from Sept 7–10. Come say hi and talk advisor tech! #FutureProofFestival

Talking CRMs are cool. But listening ones? Smarter. We’re building a CRM that doesn’t just track conversations — it understands them. Read what makes a CRM truly conversational 👉 hubs.la/Q03CsvsF0 #AdvisorTech #FutureofAdvice #ClientExperience

Meetings → momentum 💡 Follow-up Assistant helps firms turn conversations into action using AI — smarter service, less effort. Learn more: hubs.la/Q03DSz750 #AdvisorTech #AI

Our North American team hit pause to connect, recharge & grow at our Chicago summit. 🌆 Day 1: improv workshop at Second City 🎭 to boost teamwork & creativity, followed by a lively soirée with food, drinks & games. ✨🙌

Day 2 of our North American summit was all about collaboration 🤝 From group projects to idea sharing across teams, we wrapped it up with a celebratory lunch 🍴 Two days of learning, laughter and connection ✨ — we’re energized for what’s ahead 🙌

💡 Automation that works the way your firm does. Discover how Smart Process Builder helps streamline workflows and reduce admin so your team can focus on what matters. 🔗hubs.la/Q03FVFQx0

🌴 The countdown to Future Proof Festival is on! Join us in Huntington Beach September 7–10. We’re ready for sun, strategy and great conversations with forward-thinking advisors. ☀️ See you there! #FutureProof #AdvisorTech

Replacing core tech is tough, but it doesn’t have to be painful. ✅ In an Advisor's Perspective piece, our CEO Adrian Johnstone shares how firms can ease the transition + unlock new opportunities. Read here: bit.ly/46hMno8 #WealthManagement #FinTech

🏆 Big night ahead at the Wealth Management Industry Awards! Our COO + CEO will be in attendance as we celebrate industry innovation. Honored to be finalists for our Women’s History Month Spotlight Series 👩‍💼 amplifying women shaping wealth management. Good luck to all! 🎉

Big night at the #Wealthies! Thrilled to win in the Technology Providers – CRM category. This award celebrates our team + the advisors we support every day. Cheers to all finalists + winners — your innovation inspires us! 🎉 #WealthManagement #WinningTogether

Wealth firms deserve more than activity trackers. The future belongs to conversational CRM — smarter AI that helps RIAs deliver better client support and sustainable growth. Learn more: hubs.la/Q03GVxHg0

☀️ Huntington Beach + wealth management = #FutureProofFestival 2025! We’re here connecting with advisors + innovators shaping the industry’s future. If you’re attending, come say hi 👋

💭 Imagine your firm 5 years from now: ⚠️ Bogged down by inefficiencies? ✅ Or thriving with agility, strong client relationships + sustainable growth? The firms that win put strategy + innovation first. 📖 Download our new guide: hubs.la/Q03HkPNS0 #BusinessGrowth💭

⏳ Countdown’s on! Join Brooke Deese Sept 24 at 1PM CT for a live Practifi demo + Q&A. See how our CRM drives better relationships, efficiency + growth. 🔗 Register: hubs.la/Q03HHlc_0 #Practifi #CRMInnovation

Advisors deserve a CRM that works as hard as they do. 💡 Sept 24 | 1PM CT | Live demo + Q&A w/ Brooke Deese Discover how Practifi simplifies workflows + unlocks growth. 🔗 Save your spot: hubs.la/Q03GWYrw0 #Practifi #AdvisorLife

🎉 Tomorrow’s the day! Sept 24 | 1PM CT | Practifi demo + Q&A w/ Brooke Deese See how our CRM helps advisors deliver standout client experiences + run smarter firms. 🔗 Sign up: hubs.la/Q03GWMvJ0 #Practifi #Webinar

🚨 It’s go time! 🚨 Today at 1PM CT: Practifi demo + Q&A w/ Brooke Deese 🎉 See client management reimagined 👉 hubs.la/Q03GWP_W0 #Practifi #Webinar