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Junxure Advisor Conference Adds Additional Speakers and Sponsors; Expands Attendee Limit

Submitted by Technology Tools for Today on June 4th, 2014


Junxure, an industry-leading CRM solutions provider for financial advisors, today announced the addition of speakers and sponsors to the Junxure Advisor Conference in Las Vegas this September 15-16, 2014.

Keynote speakers include Mark Tibergien, CEO and Managing Director at Pershing Advisor Solutions, LLC, and Deena Katz CFP®, chairwoman of the investment firm Evensky & Katz. Additional speakers include Tim Welsh CFP®, President at Nexus Strategy, LLC and representatives from Laserfiche® who will host a session on the Junxure integration with Laserfiche Document Management. A full list of conference speakers and sponsors are available on the Junxure.com website.

“We have the privilege of working with some of the most innovative, respected firms in the business and are delighted to add them to the Junxure Advisor Conference as both speakers and sponsors,” said Greg Friedman, President and Co-founder of Junxure. “Additionally, due to early high registration numbers, we’ve also raised the registration limit to accommodate customers who wish to bring multiple team members to the event.”

The conference agenda topics were chosen from feedback received in a recent Junxure customer survey. Session topics include cloud-based CRMs (including an in-depth demonstration of Junxure Cloud), how to build a culture of compliance in today's rigorous regulatory environment, and how a firm can leverage their CRM for prospecting and business analysis. Advisory firms are not required to use Junxure to register for the event.

Junxure president Greg Friedman will also present on CRM and other technology that he uses in his firm, Private Ocean, to measure efficiency and profitability, and new this year is a panel group session that will bring together a group of industry leaders and CRM power users who will share best practices and tips.

Considered the industry standard for CRM technology, Junxure recently surpassed 11,000 active users across 1,400 firms on its flagship solution, Junxure® CRM (on premise). Junxure also recently launched a limited release of their web-based CRM solution, 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.

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 www.junxure.com.

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