Tips for Creating Effective Workflows in Your CRM

by Holly Cambern
Training Specialist
September 2, 2014
Holly Cambern, Junxure Training

Creating repeatable processes is a top priority for RIA firms. Everyday processes - like onboarding a new client or transferring an account - can really affect your bottom line, and with evolving technology advisors have found more and more ways to run a better office.

Greg Friedman at the Deals & Deal Makers Summit

by JunxureCRM
August 26, 2014

This September 24-25, Junxure President Greg Friedman will be attending the Deals & Deal Makers Summit in Santa Monica, CA. This unique event provides an educational platform in conjunction with an innovative networking experience, fostering development of the premier network of deal makers in wealth management.


Junxure Conference: Why You Should Attend

by Julie Cochrane
Consulting & Training Manager
August 18, 2014
Julie Cochrane, Junxure Consulting

The 2nd annual Junxure Advisor Conference is just weeks away and we're looking forward to leading several sessions to help your firm maximize your technology ROI.

If you haven't yet made plans to join us in Las Vegas, here are 4 reasons you don't want to miss it.