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:

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.

Presenter(s):

Rich Cancro
CEO
AdvisorEngine

11:15 AM - 12:30 PM ET

General Session:

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.

Presenter(s):

Patrick Arnold
Head of Product Development
AdvisorEngine

Jason Kissinger
Product Manager
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:

How can key decision-makers get comfortable with ambiguity? And how can they manage the current demands on their time, as the walls are down between home and work?

Presenter(s):

Kathy Crowley
Business Development
AdvisorEngine

11:30 AM - 12:00 PM ET

General Session:

It's crucial to understand the potential impacts on wealth management and clients at large if Trump remains in power or if Biden is elected -- or if we fall into a protracted post-election squabble.

Presenter(s):

Craig Ramsey
COO
AdvisorEngine

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? And how is Junxure evolving with AdvisorEngine?

Presenter(s):

John Tyers
CGO
AdvisorEngine

John Haas
Consulting & Training
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

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