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Jan. 15, 2013 /PRNewswire/ -- Junxure CRM (
www.junxure.com) Co-Founder and President
Greg Friedman today announced the first
Junxure Advisor Conference, "Gaining TraXion in Your Business," to be held at the Hilton Dallas Anatole from
Sept. 16-17. Junxure is an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training.
The Junxure Advisor Conference brings together the leaders of the advisor community – principals and industry and technology experts - to share the latest trends, best practices, and new ideas that help firms leverage technology toward growth and profitability.
"The Junxure Advisor Conference is the result of the many requests from our customers and the advisor community," said
Greg Friedman. "Junxure has long wanted to provide a venue to share practical ideas that lead to profound improvements for advisors in their firms."
Speakers include compliance attorney,
Tom Giachetti of Stark & Stark, and
Kelli Cruz, a recognized expert on compensation and human capital issues. Topics include compliance trends, CRM best practices, workflow implementation, business analytics and business intelligence tools, document management solutions, and sessions that feature all of Junxure's products including Junxure Cloud™.
Junxure Advisor Conference participants are also encouraged to attend
Insider's Forum at the Dallas Hilton Anatole
Sept. 17-19. Discounts are available for both events for Junxure customers.
"Our main goal is to provide realistic, actionable solutions that Junxure users and non-users alike can adopt in their practices. We are delighted to offer an event for advisors who want to gain the traction they need to make a real difference in their firm's future."
Space is limited. For more information, log on to the
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 10,000 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
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