Schedule & Session Details

From lectures and hands-on product training, to collaborative sessions and customer use cases, there's something for every learning style and skill level.

Day 1 Sessions | Day 2 Sessions | Day 3 Sessions

 
 Conference Floorplan at the Renassance Nashville Hotel
 

Day 1:  Wednesday, October 10


8:00-5:30pm

Experts Bar Open


8:00-6:30pm

Registration Open


1:30-2:00pm

Welcome & Opening Remarks


2:20-3:50pm

7 Habits of Highly Effective CRM Users

Are you making full use of your CRM? Learn every tool Junxure offers to impact all the functions and processes across your firm. Increase your Junxure usage to reap time savings and increased efficiency for everyone.

  • Customize the database to the way your firm works.
  • Utilize Junxure’s many templating features so you are not repeating work.
  • Harmonize data and processes across platforms with Junxure’s integrations.

Track: Junxure Cloud
Location: Broadway 3
Presented by: Jan Delory

 

Junxure Cloud Boot Camp

New to Junxure or need a refresher in the essentials? Take this intense course to get yourself in fighting shape and learn what you need to succeed in the field. We’ll cover the basics you need to know in the areas of:

  • Records
  • Actions
  • Mail

Track: Junxure Cloud
Location: Sobro
Presented by: Mack Smith & Jan Delory

 

AdvisorEngine Boot Camp

March in line with Stefanie as she takes you through the key areas of the AdvisorEngine Platform. Explore each of the tabs on the Advisor Platform, as well as the End-Client experience on the client portal. Seamless account opening has never been more fun!

Track: AdvisorEngine
Location: 5 Points
Presented by: Stefanie Fetterolf


4:10-5:20pm

User Group 101

This interactive peer-to-peer user group is designed for those who have used Junxure Cloud or On Premise for less than one year (or who feel they may have missed some basics of how to use their CRM effectively). In small groups of 8-10, a Junxure staff facilitator will lead discussion between you and your peers with table topic questions about best practices.

Track: Junxure Cloud & Junxure On Premise
Location: Broadway 3
Presented by: Amber Wenzel

 

Reporting: Gain Insight and Make Informed Decisions

Get an edge and keep it! Let us show you how the process of gathering information over time can increase firm worth with reliable data.

  • Understand the trends of your clients and identify areas for firm growth.
  • Engage with real-time analysis. Turn static data into dynamic, customizable, interactive displays.
  • Manage firm-wide activity using Junxure Cloud's toolset.

Track: Junxure Cloud
Location: Sobro
Presented by: John Haas

 

AdvisorEngine Boot Camp

March in line with Stefanie as she takes you through the key areas of the AdvisorEngine Platform. Explore each of the tabs on the Advisor Platform, as well as the End-Client experience on the client portal. Seamless account opening has never been more fun!

Track: AdvisorEngine
Location: 5 Points
Presented by: Stefanie Fetterolf


5:30-6:30pm

Welcome Reception

Day 2:  Thursday, October 11


8:00-5:00pm

Experts Bar Open


8:00-5:00pm

Registration Open


8:00-8:45am

Breakfast


8:45-9:45am

Creating a Culture of Compliance

If you were audited tomorrow, could you face it with confidence? Turn that weak “maybe” into a definite “yes” with this session. Learn how you can be ready to produce anything an auditor might ask for in minutes by exploring the following:

  • Using Junxure's automated reminders for recurring compliance-related tasks.
  • Studying real examples of which items you will want to track: actions and client data.
  • Engaging with your peers to handle a simulated audit request.

Track: Junxure Cloud & Junxure On Premise
Location: Broadway 3
Presented by: John Haas

 

Drive Growth and Expand Client Relationships

Struggling to balance the growth of your firm between pursuing prospects and expanding your relationship with existing clients? Use Junxure’s automation tools to streamline business development to allow more time for growing deeper client relationships.

Dig deeper into:

  • Moving prospects through the pipeline.
  • Managing client relationship activities.
  • Building and distributing reports to track overall progress.

Track: Junxure Cloud
Location: Sobro
Presented by: Jan Delory

 

Digital Marketing

What message are you sending and how are you reaching the people that matter? Join us as we uncover tips and tricks for creating the ultimate digital marketing campaign for your firm.

What we cover:

  • Rebranding
  • Messaging
  • Social Campaigns

Track: Junxure Cloud
Location: 5 Points
Presented by: Matt Kress


10:00-11:00am

Keynote Speaker

Location: Broadway 1/2
 


11:20-12:30pm

Gold Sponsor Panel

Hear from our Gold Sponsors how they are leading the technology charge. We will get them to dig deep and share with us some secrets for success!

Location: Broadway 1/2

 

A Day in the Life of a Financial Advisor or Business Developer: Panel Discussion

A panel of Junxure power users will discuss how they use Junxure to manage their pipeline. From developing opportunities through maintaining those valuable client relationships, learn how your peers leverage Junxure to:

  • Build deeper relationships with existing clients for more wallet share.
  • Track assets under management, referrals, and opportunities.
  • Manage activities and meeting schedules.

Track: Junxure Cloud & Junxure On Premise
Location: Broadway 3
Presented by: Mack Smith

 

Manage My Practice using Junxure Cloud

As a firm leader, it can be a struggle to balance control of what’s happening while needing to delegate responsibility as your firm grows. Learn how Junxure Cloud can help you stay in control of not only your own work, but also effectively monitor the workflow of your entire firm. Highlights of this session include:

  • Implementing the best methods to manage your own workload.
  • Monitoring employees’ assigned tasks and client service levels.
  • Reporting on growth stats in opportunities, AUM, and revenues.

Track: Junxure Cloud
Location: Sobro
Presented by: John Haas

 

Evolving Your Business

Does your succession plan include the next generation of investors, employees, and clients? Have you digitized your firm to increase efficiency and scale your practice? Are you effectively communicating your vision to staff and clients?


What we cover:

  • Why legacy planning should be a priority.
  • How to appropriately engage with the children of your clients.
  • What it means to create an experience for the entire household.

Track: AdvisorEngine & Junxure
Location: 5 Points
Presented by: Stefanie Fetterolf & Jan Delory


1:30-2:45pm

Overcoming Objections to Technology Adoption

Learn how to drive technology buy-in with the associates and peers in your firm. In this instructor-led workshop you will work with your peers to develop actionable tools to drive user adoption back home by focusing on such items as:

  • What holds users back from adopting new technology.
  • Driving users past “will use” to “want to use”.
  • Techniques to make the transition from old to new as smooth as possible.

Track: Junxure Cloud & Junxure On Premise
Location: Broadway 3
Presented by: Jan Delory

 

Maintaining an Efficient Database

The benefits your firm can realize from using the Junxure database are only as good as the data you put in to it. In this session we share a proven methodology and best practices that will help you:

  • Identify critical areas for maintaining good data.
  • Gain more control over how data is entered.
  • Make data adjustments to maintain an effective CRM.

Track: Junxure Cloud
Location: Sobro
Presented by: John Haas

 

Wallet Share: The Low Hanging Fruit

Learn best practices embraced by other firms to make the most of your existing relationships, easily open new accounts, and expand your business development efforts.

  • Explore the tools you have at your disposal to help you increase wallet share.
  • Track AUM growth results and keep the momentum going.
  • Brainstorm new approaches with your peers and share previous successes.

Track: AdvisorEngine
Location: 5 Points
Presented by: Stefanie Fetterolf 


3:10-4:40pm

User Group 201


This interactive peer-to-peer user group is designed for those who have used Junxure Cloud or On Premise for a year or more and have come to rely heavily on their CRM as the hub of information in their firm. In small groups of 8-10, a Junxure staff facilitator will lead discussion between you and your peers with table topic questions about best practices. Additionally, members of the Product Development team will be on hand to personally collect information and feedback from you!

Track: Junxure Cloud & Junxure On Premise
Location: Broadway 3
Presented by: Amber Wenzel 

 

Advisor Roundtable

Get your hands dirty in this engaging Advisor Roundtable. In an open-forum style roundtable, we will get you to look past some of your current processes and uncover what really matters. Best practices and “special sauce” will be a key part of the conversation.


Track: AdvisorEngine
Location: 5 Points
Presented by: Stefanie Fetterolf

 

What to Expect When You’re Expecting to Move from Junxure Desktop to Junxure Cloud

If you’re considering or already planning a move from Junxure Desktop to Junxure Cloud within the next several trimesters, then this session is a must-attend! Learn about the differences between the applications themselves and compare the tools in Junxure Cloud to the tools in Junxure Desktop. Learn how to prepare your data for importing into Junxure Cloud. Understand the freedom that comes from accessing and interacting with your client data securely from virtually anywhere.


Track: Junxure Cloud
Location: Sobro
Presented by: Kathy Crowley


6:00pm

Conference Event

Day 3:  Friday, October 12


8:00-11:00am

Experts Bar Open


8:00-12:00pm

Registration Open


8:00-9:00am

Breakfast


9:00-10:10am

A Day in the Life of an Operational/Service Team User: Panel Discussion

A panel of Junxure power users will discuss how they use Junxure as the hub for their firm’s information sourcing. Learn how your peers tackle things like:

  • Keeping information correct, current, and consistent.
  • Managing processes that require multiple steps or involve task assignment.
  • Communicating effectively with staff and clients.

Track: Junxure Cloud & Junxure On Premise
Location: Broadway 1/2
Presented by: John Haas


10:30-12:00pm

AdvisorEngine & Junxure Roadmap

In an attempt to race to the finish line, join our Product Managers as we take you on the AE/JX journey for the next 12 months. Engage in an interactive workshop that allows for product ideas and collaboration.

What we cover:

  • What’s what - let us tell you where we’re going in an attempt to solve your firm’s biggest challenges.
  • Mad Libs - fill in the holes with that’s missing and let’s plan for the future together.

Track: AdvisorEngine & Junxure
Location: Broadway 1/2

 

Building a Workflow Portfolio (Part I and II)

Part I of this session uses a general group discussion format to highlight workflow benefits for users of both Junxure Cloud and On Premise.

Part II uses a workshop format, breaking attendees out by platform to develop and build actual workflows that you can take back for implementation at your firm.

  • Benefit from the perspective and experience of a varied audience of peers to explore new workflow concepts. Consider new takes on handling processes and task-oriented activities.
  • Get hands-on time being walked through the steps of building and implementing an actual workflow.
  • Leave with tangible and actionable workflows that can drive efficiency and client service.

Track: Junxure Cloud & Junxure On Premise
Location: Sobro
Presented by: Jan DelroyJohn Haas