2017 Junxure Advisor Conference
October 03, 2017 | Runtime: 1:10
AdvisorEngine CEO, Rich Cancro, explains why some RIAs struggle when it comes to developing deep and meaningful client relationships.
October 01, 2017 | Runtime: 3:19
Bob Veres always has his finger on the pulse in the industry. Hear about some of critical trends that are shaping the adviser industry right now.
October 01, 2017 | Runtime: 1:24
Advisers have to be efficient and flexible when it comes to working with clients, But, how can they do that in a scalable manner? Dan Skiles of Shareholder Services Group explains.
October 01, 2017 | Runtime: 2:36
Advisers need to stay on the cutting edge when it comes to technology. Patrick Yip of Pershing, a BNY Mellon company, explains what it takes to stay ahead of the curve.
October 01, 2017 | Runtime: 2:35
Clients want to interact with their adviser digitally. Doug Fritz of F2 Strategy explains what's next for fintech.
October 01, 2017 | Runtime: 2:56
Michael Goodman of Wealth Stream Advisors discusses what advisers expect and need out of their CRM to be successful.
October 01, 2017 | Runtime: 2:17
The amount of technology available to advisers can be overwhelming. Deanna Purvis of Simply Money Advisors, offers advice on how to overcome this challenge.
October 01, 2017 | Runtime: 2:03
Great advisers know to have an efficient business, they need to get the most out of their CRM. Junxure's CEO, Greg Friedman, talks about how a solid CRM can help separate an adviser's practice.