Press Release Headlines

Junxure Announces 2015 Conference for Financial Advisors

RALEIGH, N.C., April 6, 2015 /PRNewswire/ — Junxure CRM ( Co-Founder and President Greg Friedman today announced the 2015 Junxure Advisor Conference to be held at the Las Vegas Four Seasons Hotel on October 8-9. Junxure is an industry-leading CRM solutions firm for financial advisors.

Logo –

The 2015 Junxure Advisor Conference will bring together more than 250 advisory firms, technology vendors, and industry experts to share the latest trends, best practices, and solutions to help firms leverage technology toward growth and profitability.

"We continue to be astounded by the positive response that we have received in the industry for our conference," said Greg Friedman. "Now in our third year, this year's event will focus on the future of advisor technology, answering the question, 'How can I take advantage of what's available today while keeping an eye on tomorrow?'"

Speakers include Deena Katz CFP®, author, Associate Professor at Texas Tech University, and chairwoman of the investment firm Evensky & Katz, and Chris Valleley, Director of Technology Solutions at TD Ameritrade Institutional among many others. The Junxure Consulting and Training team, along with guest speakers, will share the most up-to-date information for advisors and their teams on topics including CRM best practices, prospecting, custodial and portfolio management integrations, compliance, and social media. Most sessions will feature Junxure products including the cloud-based CRM solution for advisors, Junxure Cloud®. A preliminary agenda is available at

New in 2015 are several complimentary pre-sessions on October 8th to be held in advance of the event. Attendees may opt to participate in an advanced workflow session facilitated by Junxure trainers and consultants, get a hands-on look at Junxure Cloud, or take advantage of a user-group of Junxure and Junxure Cloud firms looking to network and share best practices for more efficient use of their technology.

"These pre-sessions were a direct result of feedback we received from attendees last year," said Friedman. "Our goal is not only to innovate for the benefits of our customers, but also to help drive better adoption that leads to real results."

Sponsors include media sponsor InvestmentNews, TD Ameritrade Institutional, Pershing LLC, Laserfiche, Orion Advisor Services, LLC, and Schwab Intelligent Technologies, among many others.

Space is limited. To register or to learn about sponsorship opportunities, log on to the Junxure website or follow Junxure at

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

Greg Friedman