Subject to change.


Mon, Sept 23


Registration & Information Desk Opens in Foyer (open daily until 5pm)


Experts Bar Opens in Foyer (open daily until 5pm)

1:30PM - 2:00PM

Welcome & Opening Remarks

[Main Ballroom]

AdvisorEngine leadership kicks off the 2019 >drive summit.

2:00PM - 3:00PM

Keynote Presentation

[Main Ballroom]

Speaker and session details coming soon.

3:15PM - 4:15PM

Junxure DNA

[Breakout Room AB]

How well do you know Junxure? There’s a good chance there are features and components of Junxure you never knew existed. Now is your opportunity to learn what makes up Junxure’s DNA and how you can maximize all it has to offer to cultivate rich relationships, maintain a consistent database, and conduct efficient reporting.


Marketing Fundamentals for Advisory Firms

[Breakout Room GF]

Let’s talk about marketing for a minute. For many financial advisors and their teams, it’s a topic that typically lies outside of their comfort zones. This session will cover some of the most important fundamentals for marketing and growing your firm.


AdvisorEngine DNA

[Breakout Room C]

Do you know what key components makeup the AdvisorEngine Platform? Join us as we dig deep to uncover the game changing elements that are setting firms up for success in 2019 and beyond.

4:20PM - 5:20PM

The Haas Seat

[Breakout Room AB]

A household name (for Junxure users), John Haas is our resident Junxure Consulting and Training expert. It’s time to really test his knowledge! We’re putting him in the Haas seat to see what he knows about best practices and Junxure features. You won’t want to miss this!

Crush Your Goals in 2020

[Breakout Room GF]

“Crushing it” is one of our company pillars. It helps us understand our vision and our purpose, while motivating us to work together to achieve our goals. Join us as we take you through the science and strategy behind “Crushing Goals”, while helping you to uncover goals for yourself and your firm.

Make the Most out of Your First Year with Junxure

[Las Palmas]

It’s your first year using Junxure, and the possibilities seem endless. With these possibilities, we are going to give you the tools to:

  • Manage your tasks effectively

  • Prepare for the end of the month and other key times during the year

  • Develop methods to ensure consistency with your data and processes

  • Use Junxure tools that can help you be successful

Join us in this informative session to maximize your potential, ensuring that Junxure is the hub of your business for many years to come!

5:30PM - 7:00PM

Opening Reception


Cheers to our 7th annual >drive summit! Meet our team of highly talented individuals who continue to work hard to bring you the best possible products, as well as all of our sponsors who have made this conference possible. We look forward to meeting each and every one of you!

Enjoy cocktails and heavy hors d'oeuvres while networking with fellow attendees.


Tues, Sept 24

6:00AM - 7:00AM

Morning Activity

[Meet in Foyer]

TBD. We’ll be offering group activities that take advantage of the Omni La Costa’s world-class fitness and wellness amenities.

7:00AM - 8:00AM


[Main Ballroom]

8:00AM - 8:50AM

AdvisorEngine Keynote

[Main Ballroom]

AdvisorEngine leadership kicks off Day 2 of the 2019 >drive summit with a look ahead at what’s to come for our users.

9:00AM - 10:30AM

Schwab PortfolioCenter Integration Highlight

[Breakout Room AB]

Take an in-depth look at our integration with PortfolioCenter and how your firm may benefit.

Junxure Workflow

[Breakout Room GF]

Are you ready to dig into Workflows? For this hands-on learning experience, participants should come with ideas in mind and be ready to build Workflows alongside fellow Junxure users and members of the Junxure Consulting and Training Team.

During your day to day operations you have particular processes that you must follow for certain tasks. Join us as we learn how to:

  • Create workflow templates that cater to unique and important situations

  • Automate your business

  • Ensure consistency in data entry and client experience

  • Use Junxure to leverage tasks that recur through time

Get to Know the AdvisorEngine Platform

[Las Palmas]

Take a tour of the many solutions and integrations AdvisorEngine offers to create the ultimate financial experience for you and your clients.

10:45AM - 11:45AM

User Group for Advisors

[Breakout Room AB]

There is strength in numbers! As an advisor using Junxure, you’re part of a larger community that has a wealth of knowledge and experience with CRM. Whether you’re a newer or seasoned user, this is your opportunity to learn and/or share best practices and general advice with that community. You’ll come eager to learn and likely leave with a new friend!

User Group for Operations Staff

[Breakout Room GF]

There is strength in numbers! As an operational staff member using Junxure, you’re part of a larger community that has a wealth of knowledge and experience with CRM. Whether you’re a newer or seasoned user, this is your opportunity to learn and/or share best practices and general advice with that community. You’ll come eager to learn and likely leave with a new friend!

Tips for Building Your Referral Base

[Las Palmas]

When your potential clients look for an advisor, where do they turn? This session will offer a number of strategies to create more referrals for your firm, including tools that can make the job easier, so you can enjoy a more profitable business year after year.

11:45AM - 12:45PM


[Main Ballroom]

12:45PM - 1:45PM

CRM Showdown!

[Breakout Room AB]

It’s game time, and you’re invited to play from the stage or your seat! In this electrifying, fast-paced, and heart-pounding race against the clock game, it’s your chance to show everyone that you have what it takes to become a Junxure Power User! This is not your average conference session…

We are looking for game show participants! If you’re interested in having fun and earning prizes, please contact us at, and we’ll send you all of the details.

Preparing for the Next-Gen Investor

[Breakout Room C]

The Great Wealth Transfer is coming… Are you ready? This session will examine how you can change your relationship with technology to keep pace with the changing preferences of younger clients.

Moving from Desktop to Cloud

[Breakout Room GF]

If you are considering or already planning to upgrade your Junxure CRM to the cloud, then this session is a must-attend! We’ll dive deep into the differences between Junxure’s on-premise and cloud systems, the process of making the transition, and the team approach we take to help make it a seamless experience. Imagine the freedom you’ll enjoy by securely accessing and interacting with your client data from virtually anywhere.

1:45PM - 2:45PM

Compliance - Prepare Your Firm for an Audit

[Breakout Room AB]

Have you and your firm ever experienced the joy of being audited? Join us in this session and take part in a mock audit where you will:

  • Work as a team as we present you with real-life audit request items.

  • Share what you do and learn how others approach the same topic with a different perspective.

  • Learn from the Junxure team how to best be prepared for an audit in the future.

Advanced Marketing Tactics for Advisory Firms

[Breakout Room GF]

Now that we’ve covered the fundamentals of advisor marketing (Day 1), it’s time to take it to the next level. Our in-house advisor marketing expert, Matt Kress, will share his top tactics for bringing your marketing efforts to new heights.

Small Accounts, Big Opportunity

[Las Palmas]

Why aren’t you serving your smaller relationships? Because it didn’t make sense for your bottom line…until now. This session will uncover a new opportunity for advisory firms to efficiently and profitably service small-balance accounts by digitizing certain aspects of their practice.

3:15PM - 4:45PM

Tidying Up: Data Cleanup Tips for Your Cloud Upgrade

[Breakout Room AB]

Cleaning up your database in preparation for a cloud upgrade is a must for a seamless transition. We’ll offer our top tips and best practices for optimizing Junxure on-premise data to ensure that your cloud conversion experience sparks joy!

Junxure’s Client Service Monitor

[Breakout Room GF]

“Did Billy call that client last week?”
“How many meetings do I have coming up next month?”
“What else can I do to keep my client base engaged?”
“My employees are looking frazzled and overworked these days, what can I do to help?”
These questions, and others like them, are the things that may keep you up at night.

Come join this two-part session where you will learn how the Junxure Service Monitor can help offer peace of mind and ensure that you are providing the highest level of service possible for your clients.

  • Part 1 - Classroom Learning Session

  • Part 2 - Service Monitor Setup Lab

Future Product Roadmap: Platform + CRM

[Las Palmas]

Join our Product Development team as they discuss the latest product rollouts and innovations to come. This will be a moderated panel with time for Q&A.

4:55PM - 5:30PM

Customize, Automate & Outsource

[Breakout Room AB]

Session details coming soon.

Managing Your Brand Identity after an Acquisition

[Breakout Room GF]

Session details coming soon.

6:30PM - 9:30PM

Evening Entertainment

[Resort Grounds]


WED, Sept 25

8:30AM - 9:20AM


[Main Ballroom]

Women’s Leadership Breakfast

[Breakout Room A]

Join us as we celebrate and mobilize the collective power of women! A mix of industry newcomers and seasoned veterans will enjoy the opportunity to exchange ideas and information, and walk away ready for the challenges ahead. Don’t miss this chance to build meaningful relationships and gain career insights from your female peers.

9:20AM - 10:20AM

Junxure’s Report Builder

[Breakout Room AB]

Session details coming soon.

User Adoption Panel

[Breakout Room GF]

How often and well are you utilizing the tools from Junxure and AdvisorEngine? Join us for a top-adoption panel, with individuals across platforms to help you better understand their workflows and better adopt your tech stack.

10:30AM - 11:30AM

Make Your Life Easier! Tips & Tricks from a Junxure Expert

[Breakout Room AB]

Are you ready to life-hack your database? We’re fans of making daily tasks easier and more efficient because it saves time and saves money! Come and learn some of our favorite tips and tricks that we’ve found have made a positive impact on productivity and efficiency.

Panel Discussion: The Future of Advisor Technology

[Breakout Room GF]

Industry experts will moderate a panel discussion to uncover what the future holds for FinTech.

11:30AM - 12:30PM


[Main Ballroom]

Enjoy a boxed lunch before you hit the road, or fuel up for some fun activities around the resort.

12:30PM - 1:30PM

Afternoon Activity

[Meet in Foyer]

TBD. We’ll be offering group activities that take advantage of the Omni La Costa’s world-class fitness and wellness amenities.