2017 Junxure Advisor Conference

What can RIAs do to improve client service?

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.

Bob Veres: Trends shaping adviser technology

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.

Are you flexible enough when working with clients?

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.

Tech innovations that are moving the needle for RIAs

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.

What's the most exciting technology for RIAs?

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.

What do advisers expect from their CRM?

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.

What's the biggest technology challenge facing financial advisers?

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.

Junxure's Greg Friedman: What's the ace up an adviser's sleeve?

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.

 
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