The Advisors Edge Podcast
Tired of the same boring financial services podcasts? The Advisors Edge Podcast breaks the mold. This isn’t just another show about theory and outdated advice. We’re bringing you the real stories, the cutting-edge tech, and the bold strategies that will give you the competitive edge you need to dominate in today’s fast-paced industry.
Hosted by insiders who know the game, each episode delivers conversations with top leaders, innovators, and disruptors from across the financial services world. Whether it’s AI, fintech, valuations, regulatory compliance, or cybersecurity—we’re covering it. If you’re a financial advisor, RIA, or leader in this space, this is where you’ll find the strategies that actually move the needle.
You won’t just leave with more information—you’ll leave with a blueprint to sharpen your skills, elevate your business, and stay ahead of the competition. If you want to play it safe, go listen to something else. If you’re ready to win, welcome to The Advisors Edge.
The Advisors Edge Podcast
Ep 25 | The $10M Mistake Advisory Firms Make When Choosing a CRM - feat. Adrian Johnstone, CEO of Practifi
Most CRMs weren’t built for financial advisors.
They were built for sales reps.
But Adrian Johnstone saw a better way—and built Practifi to prove it.
In this episode, Chad Ramberg sits down with Adrian to break down:
✅ Why generic CRMs like Salesforce and Microsoft crush operational efficiency
✅ How structured + unstructured data are the key to unlocking powerful AI tools
✅ Why CRMs must be built for the entire RIA team—not just advisors
✅ The real reason advisory firms fail at adoption (and how to fix it)
✅ What the best RIAs are doing to scale smarter with tech + trust
This one’s for every firm leader who’s tired of wasting time, money, and team energy on tools that don’t fit your business.
This episode will change how you think about CRM—and why the right one becomes your growth engine.
💬 Drop a comment:
How are you using your CRM today—and what would it look like if it actually worked for your entire team?
👇 Connect with Our Guest:
Adrian Johnstone, CEO of Practifi
Website: https://www.practifi.com/
LinkedIn: https://www.linkedin.com/in/adrianjohnstone/
👇 Follow Us:
📲 Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
🔗 Connect with the Hosts:
Rob Jacomen, Founder, Niche Growth OS & Niche Mastery Academy
LinkedIn: https://www.linkedin.com/in/rob-jacomen/
Chad Ramberg, President, Box Professional Insurance
https://www.linkedin.com/in/chad-ramberg-71278533/
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🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.
Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growth while they handle the risk.
🔗 Learn more at: https://www.boxproinsurance.com
Box Professional Insurance — Build boldly. We’ll protect what matters.
📞 Book a RIAview™ Risk Strategy Call: https://calendly.com/d/z3t-b6h-xt5
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🎧 Listen on Spotify, Apple Podcasts, or YouTube.
Subscribe. Comment. And share with a firm leader who knows their tech stack needs a serious upgrade.
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