Conference To Focus On Trends for Financial Advisors

The second annual Junxure Advisor Conference will be held at the Las Vegas Four Seasons Hotel from Sept. 15-16, the company's co-founder and president has announced. Junxure provides CRM solutions for financial advisors.

The 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.

“Last year's event in Dallas was an astounding success that hosted a sellout crowd of advisors and technology partners,” said Greg Friedman. “The momentum and encouragement that we experienced played a significant part in our plans for this year's conference, which will focus on a holistic approach to running a successful business.”

Speakers will include Mark Tibergien, CEO and Managing Director at Pershing Advisor Solutions, LLC, and Deena Katz CFP®, author, Associate Professor at Texas Tech University, and chairwoman of the investment firm Evensky & Katz. Junxure co-founders Greg Friedman and Ken Golding will also be in attendance and the Junxure Consulting and Training team will hold sessions for advisors and their teams on topics including CRM best practices, business metrics and analytics, workflow development, compliance, and how to pro-actively manage client service models. Most sessions will feature Junxure products including the cloud-based CRM solution for advisors, Junxure Cloud™.

“With the Junxure Advisor Conference, our main goal is to provide practical solutions through technology that are not only manageable but that also encourage adoption in the office,” said Friedman. “We are thrilled to be bringing together such a vibrant community that is as passionate as we are about our growing and evolving industry.”