Press Release Headlines

Junxure Announces New Practice Management Resources

Webinar series to be led by veteran advisor Elizabeth Jetton, CFP®

RALEIGH, N.C., Feb. 13, 2012 — Junxure, a practice improvement firm that provides technology, consulting, and training, announced today the availability of a new series of practice management resources designed to help advisors better manage and grow their firms. Led by veteran advisor and former President of the Financial Planning Association (FPA) Elizabeth Jetton, CFP®, this series of webinars will highlight specific methods, tools and techniques advisors can use to enhance client service while improving profitability.

"At the top of every advisor's list is how they can improve their business," said Junxure president Greg Friedman, MS, CFP®. "At Junxure, we have taken that to heart and are constantly developing new tools and resources to help advisors enhance their firms. Our new series of practice management webinars led by one of the industry's most notable practitioners will provide the key information and best practices advisors need to build their dream firm."

Junxure's practice management webinars are focused on practical topics that are at the core of every advisory firm, and will integrate how technology can facilitate, automate and streamline many of the manual steps and workflows involved in delivering outstanding client service. Topics will include:

  • 6 Steps for Successful Client Meetings
  • Implementing Technology: Get Your Team on Board
  • Attracting Your Ideal Client
  • Leading Great Team Meetings
  • Strategic Calendaring

"Having run advisory practices for many years and having worked in a consulting role with some of the best firms in the industry, I've been able to identify the best practice management ideas, techniques and methodology that consistently work," said Junxure Consultant Elizabeth Jetton, CFP®. "This webinar series captures those ideas in actionable takeaways that advisors can begin implementing immediately in their firms."

To register for sessions in the new Junxure Practice Management webinar series, visit

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, Friedman is both Junxure president and 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 Greg's day-to-day experience running his practice and helping his clients achieve their personal financial goals. In August 2011, a study by Investment News magazine revealed that more advisors use Junxure than any other CRM to run their practice. For more information, visit


Greg Friedman

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