Are You Managing Your Online Presence?

by Greg Friedman, MS, CFP®
Junxure President
November 10, 2014
Greg Friedman, Junxure President

Today's prospective clients are not only tech savvy, they're also shopping around for the right advisor. That's a big departure from years ago, when a large percentage of new business came from client referrals and a marketing campaign started by picking up the phone.


CRM Fitness - Getting Out What You Put In

by Robert DeFrancis
Director of Sales
November 4, 2014
Robert DeFrancis, Junxure Sales

Today's firm has multiple employees with multiple responsibilities. One of the keys to using your CRM effectively is to consider different roles in your firm and how they engage with your firm's data. Advisors, paraplanners, client service reps, administrative staff - each role has particular day-to-day tasks and specific needs from their CRM technology.

Major Enhancements in Next Junxure Cloud Update

by JunxureCRM
October 27, 2014

“We are proud to announce this latest release to Junxure Cloud, offering more of the integrations and features that help advisors use data in ways that maximize client service,” said Greg Friedman, President of Junxure.

Junxure also announced a for prospective firms as well as the elimination of its minimum user requirement on Junxure Cloud.

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.