10:00am - 11:00am ET

Experts Bar Open

Junxure experts will be on hand to answer your technical and how-to questions.

11:00am - 11:15am ET

There’s another way to look at 2020. Really.

It’s normal to be thinking about everything that’s happened so far. But there’s an opportunity right now to get ahead in wealth management. It requires a change in mindset and adjusting how you approach your business. Here’s the way forward.

11:15am - 12:30pm ET

Product roadmap: The features and upgrades coming to your CRM experience

Our product team reviews some of the newly added features for 2020 and take a look forward at the new features they have been working on.

1:00pm - 2:00pm ET

Mastering your workflow

Are you struggling with setting up workflows at your firm? We'll discuss best practices and the different workflow tools Junxure has to enable them. Our session will explore the theory of effectively setting up, implementing and monitoring your processes.

2:00pm - 3:00pm ET

Junxure Works: Workflow Live Forum

Join the Junxure team for a wide-ranging open forum. We'll take questions and go further into the training being presented. The interactive dialogue will also include best practice tips and learnings from what we have seen power users of Junxure accomplish over the years. 

3:00pm - 4:00pm ET

Clearing client service hurdles

Junxure gives advisors specialized features to deliver the right services to the right clients. Join us as we discuss client segmentation and how to best set up a service matrix for your client base. We will then focus on how to use the Service Monitor tool to track the different services you want to provide.

4:00pm - 5:00pm ET

Junxure Works: Client Segmentation Live Forum

Join the Junxure team for a wide-ranging open forum. We'll take questions and go further into the training being presented. The interactive dialogue will also include best practice tips and learnings from what we have seen power users of Junxure accomplish over the years. 

11:00am - 11:30am ET

Women in charge: Decision-making in the pandemic

Covid-19 has brought with it a number of tough challenges regarding staffing, resources and work-life balance. Hear from some key female decision-makers on how they have handled demands from work and home. They'll also share what they're planning for next and (most important) tips on how to stay focused and productive!

11:30am - 12:00pm ET

What volatility will November bring – and how can wealth management be prepared?

It's crucial to understand the potential impacts on the markets and clients if either a Trump administration is reelected, a Biden administration comes to power -- or if national politics falls into a protracted post-election squabble. What sort of market volatility will investment professionals need to prepare for if the U.S. winds up with months of contested results and protests?

12:00pm - 12:30pm

What’s the next evolution for your CRM?

There is a scale of CRM use that can be charted among firms. What stage is your business at? And how is Junxure evolving with AdvisorEngine?

1:00pm - 2:00pm ET

Level up your reporting

Go beyond the basics of reporting. Junxure’s reporting tools can be leveraged to extract important business-related metrics. Learn how to fine-tune your practice by going deeper with the data you already collect.

2:00pm - 3:00pm ET

Junxure Works: Reporting Live Forum

Join the Junxure team for a wide-ranging open forum. We'll take questions and go further into the training being presented. The interactive dialogue will also include best practice tips and learnings from what we have seen power users of Junxure accomplish over the years. 

Junxure is a robust tool with thousands of users in different roles. How can an advisor use it most effectively? From tracking new business to making sure clients are receiving the best service possible, we’ll give an overview of the feature set that advisors can take advantage of in the system.

4:00pm - 5:00pm ET

Junxure Works: Advisor Tools Live Forum

Join the Junxure team for a wide-ranging open forum. We'll take questions and go further into the training being presented. The interactive dialogue will also include best practice tips and learnings from what we have seen power users of Junxure accomplish over the years.