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Junxure Announces 2014 Conference for Financial Advisors

RALEIGH, N.C., Feb. 24, 2014 /PRNewswire/ — Junxure CRM ( Co-Founder and President Greg Friedman today announced the 2014 Junxure Advisor Conference to be held at the Las Vegas Four Seasons Hotel from Sept. 15-16. Junxure is an industry-leading CRM solutions firm for financial advisors.


Now in its second year, the Junxure Advisor Conference will bring together more than 250 advisory firms, technology vendors, and industry experts to share the latest trends, best practices, and solutions to help firms leverage technology toward growth and profitability.

"Last year's event in Dallas was an astounding success that hosted a sellout crowd of advisors and technology partners," said Greg Friedman. "The momentum and encouragement that we experienced played a significant part in our plans for this year's conference, which will focus on a holistic approach to running a successful business."

Speakers will include Mark Tibergien, CEO and Managing Director at Pershing Advisor Solutions, LLC, and Deena Katz CFP®, author, Associate Professor at Texas Tech University, and chairwoman of the investment firm Evensky & Katz. Junxure co-founders Greg Friedman and Ken Golding will also be in attendance and the Junxure Consulting and Training team will hold sessions for advisors and their teams on topics including CRM best practices, business metrics and analytics, workflow development, compliance, and how to pro-actively manage client service models. Most sessions will feature Junxure products including the cloud-based CRM solution for advisors, Junxure Cloud.

"With the Junxure Advisor Conference, our main goal is to provide practical solutions through technology that are not only manageable but that also encourage adoption in the office," said Friedman. "We are thrilled to be bringing together such a vibrant community that is as passionate as we are about our growing and evolving industry."

Space is limited. For more information, log on to the Junxure website.

About Junxure
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 11,000 active users and a client retention rate of 96%. Greg Friedman serves as both President of Junxure as well as President of Private Ocean, one of the West Coast's most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Mr. Friedman's day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, please visit