Thursday, October 22

10:00 AM - 11:00 AM ET

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

11:00 AM - 11:15 AM ET

Welcome Session:

Get pumped up! Learn about the sessions you should attend over the next two days.

Presenter(s):

Craig Ramsey
COO
AdvisorEngine

11:15 AM - 12:30 PM ET

General Session:

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.

Presenter(s):

Rich Cancro
CEO
AdvisorEngine

Patrick Arnold
Head of Product Development
AdvisorEngine

1:00 PM - 2:00 PM ET

Junxure Talks & Tech Session:

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.

Presenter(s):

Billy Rueckert
Consulting & Training
AdvisorEngine

2:00 PM - 3:00 PM ET

Live Q&A Session:

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. 

Presenter(s):

Billy Rueckert
Consulting & Training
AdvisorEngine

Sue Dooling
Technical Support
AdvisorEngine

Richard Barfield
Onboarding
AdvisorEngine

Josh Hare
Technical Support
AdvisorEngine

3:00 PM - 4:00 PM ET

Junxure Talks & Tech Session:

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.

Presenter(s):

John Haas
Consulting & Training
AdvisorEngine

4:00 PM - 5:00 PM ET

Live Q&A Session:

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. 

Presenter(s):

John Haas
Consulting & Training
AdvisorEngine

Sue Dooling
Technical Support
AdvisorEngine

Richard Barfield
Onboarding
AdvisorEngine

Josh Hare
Technical Support
AdvisorEngine

Friday, October 23

11:00 AM - 11:30 AM ET

General Session:

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!

Presenter(s):

Kathy Crowley
Business Development
AdvisorEngine

Debbie Selvidge
Director of Operations
Smith Anglin Financial

Kathy Patty
Director of Operations
Asset Planning Corporation

Kelly Hudgins
Operations Manager
DHG Wealth Advisors

11:30 AM - 12:00 PM ET

General Session:

As the November general election draws near, former Vice President Joe Biden maintains a double-digit polling lead nationally over President Donald Trump and is virtually tied with him among voters in several key battleground states. Even Senate contests in once-considered safe Red states are tightly contested this year. It's crucial for investment advisors to understand the potential impacts on the markets and clients as a result of a decisive Democratic victory, including expected tax implications for both wealthy individuals and corporations.

Presenter(s):

Suleman Din
Advisor Intelligence Lead
AdvisorEngine

Stephen Dover
EVP, Head of Equity
Franklin Templeton Investments

12:00 PM - 12:30 PM ET

General Session:

There is a scale of CRM use that can be charted among firms. What stage is your business at? 

Presenter(s):

John Tyers
CGO
AdvisorEngine

1:00 PM - 2:00 PM ET

Junxure Talks & Tech Session:

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.

Presenter(s):

Billy Rueckert
Training & Consulting
AdvisorEngine

2:00 PM - 3:00 PM ET

Live Q&A Session:

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. 

Presenter(s):

Billy Rueckert
Consulting & Training
AdvisorEngine

Sue Dooling
Technical Support
AdvisorEngine

Richard Barfield
Onboarding
AdvisorEngine

Josh Hare
Technical Support
AdvisorEngine

3:00 PM - 4:00 PM ET

Junxure Talks & Tech Session:

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.

Presenter(s):

John Haas
Training & Consulting
AdvisorEngine

4:00 PM - 5:00 PM ET

Live Q&A Session:

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. 

Presenter(s):

John Haas
Consulting & Training
AdvisorEngine

Sue Dooling
Technical Support
AdvisorEngine

Richard Barfield
Onboarding
AdvisorEngine

Josh Hare
Technical Support
AdvisorEngine

Join >drive2020 online!
October 22-23