RALEIGH, N.C., Sept. 14, 2015 /PRNewswire/ — Junxure, an industry-leading CRM solutions provider for financial advisors, today announced the expansion of its third annual Junxure Advisor Conference in Las Vegas this October 8-9 with the addition of notable industry speakers and sessions.
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Joining keynote speakers Deena Katz CFP®, chairwoman of the investment firm Evensky & Katz and Chris Valleley, Director of Technology at TD Ameritrade Institutional are George Svagera, VP of Business Development of Orion Advisor Services, Rebecca Pomering, CEO of Moss Adams Wealth Advisors, Patrick Yip, Director at Pershing, and Brian Jack, Director of Operations at Budros, Ruhlin, & Roe. A full list of conference speakers and sponsors are available on the Junxure.com website.
"These speakers represent some of the most successful firms and innovative technology providers in the industry," said Greg Friedman, President and Co-founder of Junxure. "This year, we're proud to offer advisors and their teams more diverse sessions designed to help firms leverage their technology while planning ahead for the future."
The conference agenda includes a choice of three complimentary pre-sessions based on feedback from advisors. These include a Junxure Cloud "boot camp," an advanced workflow session, and a user group that enables firms to network and share best practices. Key sessions focus on hot topics in the industry including social media, business development, compliance, and "big data" analysis. New this year is a panel discussion with leading firms on how to drive technology adoption.
As an added bonus, all attendees will receive an advance copy of Greg Friedman's forthcoming book, Advisory Leadership, Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm.
"Culture plays a key role in the success of an advisory firm," said Friedman. "Advisory Leadership shares practical, real-world tips for advisors to boost productivity by focusing on creating a healthy business environment which directly impacts their client service."
Considered the industry standard for CRM technology, Junxure serves 12,000 active users across 1,500 firms on their two CRM platforms – Junxure® CRM and Junxure Cloud®.
For more information on the Junxure Advisor Conference and to register, log on to www.junxure.com/conference. Space at this event is limited; Advisory firms are not required to use Junxure or Junxure Cloud to attend.
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 12,000 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 www.junxure.com.
Contact
Greg Friedman
Junxure
415.526.2900