Blog

RIAs’ Top 4 Business Hurdles - #3: Succession Planning

by Greg Friedman, MS, CFP®
Junxure President
October 20, 2014
Greg Friedman, Junxure President

If 2013 was the year financial advisors started thinking about their succession plans, this was the year to start the actual planning. One of the biggest (and possibly most common) missteps in succession planning is procrastination.

Communication 101: Enhance Advisor/Client Relationships

by Robert DeFrancis
Director of Sales
October 13, 2014
Robert DeFrancis, Junxure Sales

One of the keys to a successful advisor/client relationship is proactive communication. Simply responding to clients isn't enough; a top advisor prompts discussions, asking the right questions before the deadline is near.

Junxure Conference 2014 Recap

by JunxureCRM
September 29, 2014

A record number of attendees and sponsors gathered at the second annual Junxure Advisor Conference to learn from industry experts, enhance their usage of the Junxure platform, and network with peers from across the industry. “We are extremely pleased with the reception we have had with the conference,” said Greg Friedman, CEO of Junxure. “For the second year in a row we have hit capacity.”

Tags 

Junxure Cloud Featured in Financial Advisor Magazine

by JunxureCRM
September 22, 2014

In his latest article for Financial Advisor Magazine, Joel Bruckenstein, financial services tech journalist and founder of Technology Tools for Today, provided a comprehensive review of Junxure Cloud, our cloud-based CRM solution for advisors.

Pages