RALEIGH, N.C., March 14, 2016 /PRNewswire/ — Junxure (www.junxure.com) President Greg Friedman today announced the fourth annual Junxure Advisor Conference to be held at the Grand Hyatt Hotel in Denver on September 29-30, 2016. Junxure is an industry-leading CRM solutions and technology firm for financial advisors.
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"We always aspire to innovate on behalf of the industry and our customers," said Greg Friedman, "This event has proven year-after-year to be a powerful vehicle for advisors to share best practices and technology experiences with industry leaders and with their peers."
Focusing on the firm's ClientFirst initiative, the 2016 Junxure Advisor Conference expands its original format to include more interactive, hands-on sessions that offer solutions for elevating client service through technology. Additionally, Junxure Consulting and Training team, along with guest speakers, will share the latest information on topics including M&As, tech adoption, compliance, integration, driving brand continuity, and competing with robo-advisors. Most sessions will feature Junxure products including Junxure Cloud®, Junxure, and ClientView. A preliminary agenda is available online.
Thomas D. Giachetti, celebrity compliance attorney with Stark & Stark, has been announced as one of the keynote sponsors for the event, and attendees will receive a CEU credit for attending. More information will be available in the coming weeks.
"The Junxure Advisor Conference represents the tight-knit community of RIAs, custodians, tech experts, and providers," said Greg Friedman. "Each year we experience an incredible collaborative effort from our customers and our partners who help make this a successful event, and we look forward to continuing that spirit in 2016."
The Junxure Advisor Conference gathers together more than 300 elite 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.
Space is limited. To register or to learn about sponsorship opportunities, log on to the Junxure website or follow Junxure at twitter.com/junxurecrm.
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