RALEIGH, N.C., July 13, 2016 /PRNewswire/ — Junxure, an industry-leading CRM solutions provider for financial advisors, today announced the expansion of its fourth annual Junxure Advisor Conference in Denver this September 29-30 with the addition of notable industry speakers.
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New to the lineup is Joel Bruckenstein, CFP®, Publisher of the T3 Tech Hub and producer of the Technology Tools for Today (T3) Advisor Conference and the T3 Enterprise Conference. Joel joins keynote speakers Thomas Giachetti, celebrity compliance attorney and Chair of the Securities Practice Group at Stark & Stark, and Philip Palaveev, industry expert and CEO of The Ensemble Practice LLC.
"Every year our Conference grows in attendance and industry importance as we gather the best minds in the advisor community to share new ideas and best practices around current trends and technologies," said Greg Friedman, President and Co-founder of Junxure. "We are very excited to have Joel Bruckenstein as one of those minds this year."
Conference sessions and workshops will cover a wide range of industry-specific topics, such as mergers and acquisitions, compliance trends, marketing and business development, and technology adoption. Other workshops will focus on leveraging Junxure's service offerings, such as a Junxure Cloud "boot camp," an advanced workflow session, and a user group that enables firms to network and share best practices.
"Our goal is to provide our attendees the latest insights that help firms leverage technology toward an enhanced client experience, growth and profitability. Joel will help us set the tone for what will be an incredible couple of days," Friedman said.
Sponsorship opportunities are currently sold out for the 2016 event and a limited number of guest tickets remain. For more information about the Junxure Advisor Conference and to register, visit www.junxureadvisorconference.com. Advisory firms are not required to use Junxure or Junxure Cloud to attend.
For more information about Joel Bruckenstein, please visit http://www.junxureadvisorconference.com/joel-bruckenstein.
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 95%. 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