What If Your CRM Could Think? Glenn Elliott on AI in Financial Advice

from The Trusted Adviser · host Rob Pyne

In this episode of The Trusted Adviser, Rob Pyne speaks with Glenn Elliott, co-founder of Practifi and founder of Meldus, about how AI and automation are reshaping the advice profession. Glenn shares insights from his journey building Practifi, the importance of open platforms and APIs, and the practical ways agentic AI is already transforming CRM data, compliance, and client engagement. A must-listen for advice firms wanting to future-proof their technology and unlock new levels of productivity.

Episode metadata supplied by the publisher feed · Published Aug 28, 2025

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What If Your CRM Could Think? Glenn Elliott on AI in Financial Advice

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