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.

 
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Day 1

Wednesday, October 10

1:30-2:00pm

Welcome/Opening Remarks

How to get the most out of the event.

Location: Broadway 1 & 2
Track: Everyone

2:10-3:10pm

7 Habits of Highly Effective CRM Users

Are you making full use of your CRM? In this informative session you will learn about developing habits that will allow you to use Junxure to streamline your business and bring your firm to the next level. Let us show you how to make Junxure the hub of your business!

  • Customize the database to the way your firm works.

  • Create and manage templates for high efficiency

  • Utilize integrations to bring in additional data from outside sources

Location: Broadway 3
Presenter: Erin Kincheloe, Amber Wenzel
Track: Everyone

2:10-3:10PM

Junxure Cloud Boot Camp

New to Junxure or need a refresher in the essentials? Join us for this interactive session designed to help you master the basics of Records, Actions, and Grids. This session covers Junxure’s core functions and lays the foundation needed to advance your skills and knowledge here at the conference and beyond.

Location: Midtown 1 & 2
Presenter: John Haas, Billy Rueckert, Katie Taylor
Track: Junxure Cloud

15 Min Break

3:25-4:25PM

CRM User Group: Light Use

Peer-to-Peer roundtable working session where participants will gain actionable best practices for CRM. This session is designed for newer Users who have employed CRM basics: Consistent Record Data input, Single Step and Short multi-step workflows, basic communication via global email.

Location: Broadway 3
Presenter: Amber Wenzel
Track: Everyone

3:25-4:25PM

Junxure Cloud: Reporting Deep Dive

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.

Location: Midtown 1 & 2
Presenter: John Haas, Erin Kincheloe
Track: Junxure

3:25-4:25PM

AdvisorEngine Demo: Get to Know the Platform

Learn why financial advisors are using our technology as a competitive advantage – gaining the ability to connect more deeply, the power to scale more efficiently and the insight to deliver the best outcomes.

Location: Midtown 3
Presenter: David Coyle
Track: AdvisorEngine

10 Min Break

4:45-5:30pm

Navy Seal Leadership

When it comes to effective team building and operating at peak performance, who better to look to than an active duty U.S. Navy SEAL? Since beginning his military career in the early 1990’s, CAPT Tom DeJarnette has risen to the ranks of Naval Special Warfare CENTER Chief Staff Officer. Personal decorations include Bronze Star Medal with Combat V, Defense Meritorious Service Medal (three awards),  Meritorious Service Medal (four awards), Joint Commendation Medal, Navy Commendation Medal (three awards), Joint Service Achievement Medal, Navy Achievement Medal (three awards), and numerous Unit/Campaign awards. As an inspirational speaker, he brings a fresh, new perspective on developing a team culture that stands the test of time.

Location: Broadway 1 & 2
Presenter: Capt. Tom DeJarnette
Track: Everyone

5:30-6:30pm

Welcome Reception

Cheers to the first ever AdvisorEngine Conference! Meet our team of highly talented individuals who continue to work hard to bring you the best possible product, as well as all of our sponsors who have made this conference possible. We look forward to meeting each and every one of you!

Location: Broadway 1 & 2
Track: Everyone

Day 2

Thursday, October 11

7:00-7:45Am

River Run

Join us and award winning Fitness Coach, Megan Conner as she leads a 2 mile river run before breakfast. Megan is a dreamer, a personal trainer, a Lululemon ambassador, a Fleet Feet Nashville race team member, a Brooks Running influencer, a Believer, an savor every biter, a breathe life inner, a hopeful inspirer, a make you laugher, a singer, a writer…

She has been in the fitness business for over 18 years. She has taught various fitness classes all over the country and has been voted Nashville’s top running coach in 2017/2018 in the Nashville Fit Magazine. Her positive energy is infectious and we are so excited to have her lead our run! Learn more about Megan here.

Location: Meet in Lobby

7:45-8:45Am

Breakfast

Location: Broadway 1 & 2


8:45-9:20AM

Keynote: Our Journey Together

Location: Broadway 1 & 2
Presenter: Rich Cancro, Craig Ramsey
Track: Everyone

AdvisorEngine and Junxure have come together. Come hear about our path to the future of financial advice - and how you can benefit.


9:20-10:15AM

Presentation and Panel: The Future of Technology

What is coming in the future? And what can you actually implement today? Join us for a discussion from industry leaders about connecting ideas to actions in 2019 and beyond.

Location: Broadway 1 & 2
Presenter: Joel Bruckenstein, Danielle Fava
Track: Everyone

20 Min Break

10:35-11:35AM

CRM User Group: Advanced Users

Peer-to-Peer roundtable working session where participants will gain actionable best practices for CRM. This session is designed for Users who employe multi-step workflows, client service monitor, advanced reporting, etc.

Location: Midtown 1 & 2
Presenter: Amber Wenzel
Track: Everyone

10:35-11:35AM

AdvisorEngine Demo: Serving Small-Balance Accounts

Differentiate your service through substance, without the competition. Join us as we uncover service SCALABLY. We will highlight ways to offer a new level of service using AdvisorEngine, especially for small-balance accounts.

Location: Broadway 3
Presenter: George irvin
Track: Everyone

5 Min Break

11:40-12:10PM

Fireside Chat: Lessons From Financial Advisory M+A

Hear stories and lessons learned from wealth management CEO Greg Friedman (Private Ocean) and Law Partner Charles Torres (Perkins Coie)

Location: Broadway 3
Presenter: Greg Friedman
Track: Everyone

11:40-12:10PM

Growing Your Business by Understanding Why & How Prospects Choose Advisors

Learn from our research of thousands of your prospects to get a better understand of why and how they choose advisors to work with. Hint: Technology is changing your prospects’ buying behaviors and the information they look for online BEFORE they contact you to start a discussion.

What you’ll learn is:

  1. A deep understanding of your prospects consideration path

  2. How to give yourself the best chance to get prospects to contact you

  3. 4 specific actions to optimize your online presence

Location: Midtown 1 & 2
Presenter: Matt Kress
Track: Everyone

11:40-12:10PM

AE Platform Demo: Taking Paper out of your Practice

It’s 2018, your firm should be digital to better service your clients and track your workflows. Join us as we uncover workflows within AdvisorEngine to help streamline your processes, while giving an experience your clients can click with.

Location: Midtown 3
Presenter: Brad Frey
Track: Everyone

12:10-12:55Pm

Lunch

Location: Broadway 1 & 2

12:55-1:45PM

Moving From Junxure Desktop to Junxure Cloud

It’s 2018, your firm should be digital to better service your clients and track your workflows. Join us as we uncover workflows within AdvisorEngine to help streamline your processes, while giving an experience your clients can click with.

Location: Broadway 3
Presenter: Kathy Crowley, Amber Wenzel
Track: Junxure Desktop

12:55-1:45PM

Service Excellence: Defining and Delivering Different Service Levels

Are you struggling to maintain a high level of personal service as your business grows? Join us as we learn how Junxure's Service Monitor can help you stay on top of all of your client needs more efficiently. Explore how to segment your clients effectively to help create a sustainable model. Learn how to set up a suite of services that to provide your clients throughout the year. Keep an eye on service fulfillment by leveraging the Service Monitor Report.

Location: Midtown 1 & 2
Presenter: Billy Rueckert, John Haas
Track: Everyone

12:55-1:45PM

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.

Location: Midtown 3
Presenter: Stefanie Fetterolf
Track: Everyone

10 Min Break

1:55-3:15PM

Keynote: Thriving with the Next Generation

The leading voice on Millennials, Generation Z, and generations at work. Ryan Jenkins is an internationally recognized Millennial & Generation Z keynote speaker, author, generations expert, and Inc.com columnist based in Atlanta, GA USA. For over 7 years Ryan's clients have benefitted from relevant, clear, and proven solutions to manage, recruit, engage, and sell to the emerging generations. As well as working, leading, and communicating across generations

Location: Broadway 1 & 2
Presenter: Ryan Jenkins
Track: Everyone

20 Min Break

3:35-4:25PM

Manage Your Firm’s 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

Location: Midtown 1 & 2
Presenter: Erin Kincheloe
Track: Junxure Cloud

3:35-4:25PM

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

Location: Broadway 3
Presenter: John Haas
Track: Junxure Cloud

3:35-4:25PM

AdvisorEngine Platform Demo: Fee Billing

Learn how the AdvisorEngine Platform can help transform the way your firm runs billing. We offer quarterly and monthly billing options, custom fee schedules, fee splits, and numerous revenue reports. Join us as we dig deeper and help your firm create an efficient process to run billing.

Location: Midtown 3
Presenter: David Coyle, Patrick Arnold
Track: Everyone

10 Min Break

4:35-5:30PM

Future Product Roadmap: CRM + Platform

Learn about the future of our offering as we explore Integration, Reporting, Communication, and Workflow in the upcoming year.

Location: Broadway 3
Presenter: Patrick Arnold, Shawn Etheridge, Rich Cancro
Track: Everyone

75 Min Open Time

6:45-9:45PM

Summit Event: Wildhorse Saloon

Join us for a night of line dancing, whiskey drinking and good times! Thank you to our sponsors, WisdomTree & TD Ameritrade for making tonight possible.

Location: 120 2nd Ave N, Nashville, TN 37201

Day3

Friday, October 12

8:30-9:20AM

Breakfast

Location: Broadway 1 & 2
Track: Everyone

8:30-9:20AM

Women’s Networking Breakfast

Empowered women, empower women. Join us for a meal that not only is female focused, but that will inspire each of us to empower our clients and each other in our roles.

Location: Broadway 3
Presenter: Kathy Crowley

9:20-10:40AM

Building Powerful Workflows

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

  • 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.

  • Learn how to avoid common mistakes and best practices around the workflow building process.

  • Leave with a list of tangible and actionable workflows that can drive efficiency and client service.

Location: Midtown 1 & 2
Presenter: John Haas, Erin Kincheloe
Track: Junxure

9:20-10:40AM

AE Platform Demo: Client Portal

Join us as we highlight the AdvisorEngine Client Experience. We will walk through client onboarding, goals based planning, and other key areas that will position AdvisorEngine as the ultimate client portal.

Location: Broadway 3
Presenter: Brad Frey
Track: Everyone

10 Min Break

10:50-11:50AM

Drive Growth & Expand Your Business

Interested in learning how Junxure can help you track new business? Join industry expert Erin Kincheloe to explore the different features that will help you keep track of all of your new business!

  • Learn which key components of the Record are essential in tracking prospects.

  • Leverage the Opportunities tool to track new money that is in your pipeline.

  • Run Opportunity progress and status reports to see opportunities move through your sales funnel.

Location: Midtown 1 & 2
Presenter: Erin Kincheloe
Track: Everyone

10:50-11:50AM

Integrations

Want to make Junxure the one-stop shop for all of your firm's information needs? Learn how to make Junxure the centerpiece of your firm by integrating with the other systems you're already using.

  • Learn which software and platforms Junxure integrates with.

  • See the business impact that leveraging integrations can have.

  • Formulate a strategy for implementing integrations in your office.

Location: Broadway 3
Presenter: Robert DeFrancis
Track: Junxure

10:50-11:50AM

AE Platform Demo: Customizing Your Brand Experience

Learn how AdvisorEngine can be the white-label experience your firm needs and your clients will love. Join us as we walk through creating and customizing your brand experience with the AdvisorEngine Platform.

Location: Midtown 3
Presenter: George Irvin
Track: Everyone

11:50-12:30PM

Panel: A Day in the life of Operations Leader

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.

Location: Broadway 3
Presenter: John Haas, Stefanie Fetterolf
Track: Junxure

11:50-12:30PM

3 Proven Steps to Kick-start and Improve Your Marketing Efforts

This workshop will provide you with a proven, 3-step framework to adapt to your prospect’s buying behaviors and position your firm to attract new clients and grow your business.

You’ll walk out of this workshop with:

  1. A better understanding of your ideal clients

  2. Messaging to attract new clients and help generate referrals

  3. CTA: The three most important steps to take to maximize your time spent

Location: Midtown 1 & 2
Presenter: Matt Kress
Track: Everyone

11:50-12:30PM

Product Innovation Lab: Share Input on Features that will Impact the Future of our Platform

Make a direct impact in how your CRM looks, feels, and integrates with AdvisorEngine's platform.  Sign up for a face-to-face focus session to provide your input directly to our Product Managers and Designers.  Review various design options and let us know what's most important to you. Sessions offered throughout the conference.  Sign up is requested. Space is limited.

Location: Broadway 1 & 2
Presenter: Amber Wenzel, Product Team
Track: Everyone