Press Release Headlines

Wiley to Publish "Advisory Leadership," Debut Publication by Industry Veteran Greg Friedman

Friedman Is President/CEO of Private Ocean, a Bay-Area Wealth Management Firm and President and Co-Founder of Junxure

RALEIGH, N.C., Sept. 21, 2015 /PRNewswire/ — Junxure, an industry-leading CRM solutions provider for financial advisors, and Private Ocean, an award-winning, independent wealth management firm, have announced the release of Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm, Greg Friedman's debut publication for advisors and small business leaders. Global publisher John Wiley & Sons, Inc., will publish Advisory Leadership, which will be unveiled at the 2015 Junxure Advisor Conference.

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In Advisory Leadership, Greg Friedman, financial advisor and founder and president of two successful firms in the financial services industry, explains the seven steps of his unique leadership style in that have propelled his businesses to success and continued growth in an ever-changing market climate.

These seven steps, linked to core human values, resonate with both leaders and employees and have proven to lay the groundwork to building a strong, self-sustained culture that can overcome the challenges that many leaders face today.

From his highly publicized firm merger in 2009 to the growth of his Customer Relationship Management (CRM) solutions firm, Friedman has never shied away from sharing his thoughts and methods for helping leaders achieve their maximum potential. With a focus on people first, Friedman offers advice on how the right company culture, if nurtured and maintained, can elevate a firm from surviving to thriving.

"It's no secret that our industry is at a crossroads," said Greg Friedman, President and CEO of Private Ocean and Junxure. "Having spent over 25 years in this business, I have always shared the methods I myself have used to help firms achieve profitability. By leading with heart, I believe that advisors can develop and maintain a strong company culture that transcends generational differences and keeps everyone focused on the business."

Early reviews of Advisory Leadership:

  • "Greg has been and continues to be a visionary in the financial advice industry.  He is focused on communicating why a positive culture will help you achieve both growth and success.  This is a must read for anyone currently in a leadership role and those who aspire to be."
    — Suzanne Siracuse, VP/Publisher, InvestmentNews
  • "Greg Friedman brings a unique perspective to the business of financial advice. He shares his learned wisdom in his current book. You would be wise to add it to your library."
    — Mark Tibergien, CEO & Managing Director, Pershing Advisor Solutions
  • "Technical competence is a given for practitioners but it will not benefit our clients if we don't maintain a viable business.  Advisory Leadership is a 'viable business insurance policy.' Read it, heed it and you and your clients will be well rewarded."
    — Harold Evensky, Chairman, Evensky & Katz/Foldes Financial

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About the Author

Greg Friedman, MS, CFP, is founder and president of Junxure, a practice improvement firm, and Private Ocean, one of the West Coast's leading wealth management firms. He is a relentless innovator and advocate for excellent wealth management, which earned him recognition three times on Investment Advisor Magazine's list of the Top 25 most influential financial advisors.

About Junxure
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, a Bay Area wealth management firm. 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

About Private Ocean
Private Ocean is a wealth management firm deliberately structured to give clients the intimate experience of a small firm, while harnessing the power, depth and discipline of a much larger one. The 24-person Private Ocean team seamlessly integrates personal financial planning and institutional-class investing. Private Ocean clients interact directly with a tight-knit team of specialists led by recognized industry leaders and pioneers in planning, investing, ethics and technology.

Greg Friedman