RIAs’ Top 4 Business Hurdles - #4: Profits

by Greg Friedman, MS, CFP®
Junxure President
December 22, 2014
Greg Friedman, Junxure President

What are you doing to increase your firm’s profitability?
Whether it’s the rise of the robo-advisor or next gen clients looking to move away from their parents’ financial path, today’s competitive climate for advisors means we’ve had to become leaner and more efficient to stay successful in this business.

Junxure Expands Relationship and CRM Integration with Advent Software

by JunxureCRM
December 8, 2014

“At Junxure, we remain focused on expanding our current offerings and technology integration is key to helping advisors become more efficient and productive,” said Greg Friedman, President of Junxure. “Our relationship with Advent and Black Diamond ensures a more seamless user experience for our shared customers.”