Ongoing Education Recordings

Ongoing Education Recordings

The class recordings below are suitable for experienced AdvisorEngine users. Don’t forget to check out the Upcoming Training Calendar for new classes held monthly!

Looking for the CRM Chat Archives?

Streamline Your Service Model

Class Materials

Learn how AE CRM can help you:

  • Meet service levels accurately and systematically.
  • Report on service data across your client base and/or firm.
  • Become more efficient managing client service time.

Audit-ready with AdvisorEngine CRM

Class Materials

Sample Audit Request Letter

Being audited can be less intimidating if you have properly populated the appropriate data fields in AE CRM, maintain that data over time, and demonstrate a culture of compliance. In this session we not only discuss what to populate but how to locate and pull the reports that will aid you in preparing for an audit.

Tracking RMD-Related Information


Staying on top of RMD information for your clients is essential. In this class you will learn:

  • How to set up Records to reflect RMD requirements.
  • How to identify who needs to take RMD’s.
  • How to track who has taken an RMD for the year.

Join us as we learn how to leverage Junxure to effectively manage this ongoing project.

Maintaining an Efficient and Useful Database

Class Materials

Find out how performing periodic data checks can optimize not only how your system performs, but also how your firm manages client data. If outdated or duplicate information is cluttering your Junxure database, it’s time for cleaning! Performing a thorough data check at least once per year helps to ensure Junxure is running smoothly with the most current data possible. Don’t sacrifice office efficiency by working with inaccurate data!

In this class, you will:

  • Learn what data you should be checking on a regular basis.
  • Hear ideas on how to make your customizable drop-down lists more helpful.
  • Review examples of client data checks using Searches and Grids.
  • See suggested ways for cleaning up Actions to ensure they are easier to find.
  • Get tips on how to organize and clean up Document Templates, Searches, and Reports.

As we highlight Junxure features – Record Data Change Tool, Asset Data Change Tool, Grids, Report Assistant, and Document Templates - you’ll see how much a database cleaning can benefit your firm.

Managing Divorced and Deceased Records

Class Materials

Sample Workflow

Records are a great way to store all information for a household as your relationship with your clients continues over time. But what about when their own relationships change? Check out this class to see some best ways of keeping Records straight, data clean, and having a solid paper trail for clients in the event of divorces and passing.

Junxure Record Redesign: Another Look


The Junxure Record Redesign has been available for a few months now and has seen some new updates! In this class, we'll refresh you on the new layout and show you some of the improvements since it was originally launched. We'll cover:

  • The differences associated with the new design
  • How to navigate your way around the Record
  • How to customize what is most important for you and your team to view

Save Time with Firm-Customized Correspondence Templates


As with all relationships, communication with your clients is a key factor in your success. Join us as we learn how Junxure can aid you in your correspondence efforts. This class will focus on how to do the following.

  • Set up mailing lists for the different communications you send.
  • Set up Correspondence Templates and print labels for mailings.
  • Create mass emails in conjunction with Junxure’s email editor.

Tracking Professional Records: Trusts, 401k, and Other Entities

Class Materials

Records can be used for a variety of purposes beyond simple client data. In this session, we’ll take a look at the 3 most common types of entity Records (Trusts, 401k’s and Company Records) and look at best practice options for those Records.

In this class you will:

  • Determine what fields should be filled out when creating an Entity Record, including how to create a Person 1 when there is not a single standout point of contact.
  • Discover when a Trust should be its own Record or listed under Financials on a Client’s Record.
  • Learn how to add multiple Trustees or Participants to an Entity Record.
  • Look at how Correspondence should be handled on the Entity Record vs the Individual’s Record.

Actions Management: Managing Your Workload in Junxure

Class Materials

Today’s technology offers opportunities for great efficiency. Still, requests and tasks keep coming at us, now in a variety of ways, and it's hard to keep track!

Using Junxure’s built-in filtering capabilities to prioritize, you can get a handle on getting things done! This class is designed to help you manage your many tasks - whether triggered by phone calls, emails, verbal requests, etc. The ideas presented in this session easily translate to any efficiency methodology your firm uses (such as Getting Things Done (GTD), or Franklin/Covey.)

Benefits to your firm:

  • Introduce your firm to even more ways to use Junxure beyond a “CRM”.
  • Help boost efficiency by better managing the things you need to get done.
  • Offer users another way to view your pending Actions screen.

Tracking Events in Junxure

Class Materials

Sample Invitation Workflow

Sample Event Workflow

Planning an important event for clients or prospects means making sure that nothing falls through the cracks; that every detail is tracked and completed on time. Careful attention to detail, preparation and follow up are the keys to event success! If you are interested in learning how to use Junxure to plan and track events, including seminars, prospecting events, client appreciation events, and even your company holiday party, then this session is for you.

In this class, you will:

  • Identify fields in Junxure that can be used to help you track and report on your specific event details.
  • Learn how to develop systematized procedures for your event setup and follow up.
  • Review how to use basic communication functions in Junxure to help with distributing invitations and event reminders.
  • Discover how to create customized fields to track event-specific information.
  • Learn how to add Actions to multiple contacts all at once.
  • Learn a unique way to set up workflow processes in Junxure so that you can track what you need to do (for example, 8 weeks before event, 1 week before, etc.).
  • Learn how to easily produce an event report that includes who was invited, who has RSVP'd and even what the entree choice is for each attendee.
  • Discover how to gauge the success of your event and gather important feedback.
  • Manage the follow up process for your prospecting events to help you turn prospects into clients.

Tracking Prospects and New Business in Junxure

Class Materials

Tracking information related to your prospects is just as crucial to your business as the data that you gather for your clients.

In this class you will learn how Junxure can assist you in growing your business by allowing you to log, track, and report on potential new clients and opportunities.

Drive Efficiency with Junxure and the Schwab OpenView Gateway

Class Materials

In this class you will learn:

  • How to activate the integration and enroll users
  • How to access the Live Data from Schwab Advisor Center from within the Accounts/Assets tab
  • About the types of Live Data available including Alerts, Holdings, Transactions
  • How to create an action or launch an action sequence directly from within the Schwab OpenView Gateway alerts tab and view the corresponding alert from within a Junxure action.

Talking Reg BI and Junxure

Class Materials

This special Junxure Talk session focuses on Reg BI and how Junxure can help. We take time to address what the system can do and answer questions you may have.

3 Ways to Manage Your Meeting Process in Junxure

Class Materials

Managing your meetings is a never-ending task. Let Junxure assist you by:

  • Ensuring you stay on track with client service levels.
  • Reporting on those meetings.
  • Easily checking in on the latest interaction with any contact.

Improve Productivity with Junxure’s Workflow Tools


Are you ready to take things to the next level in Junxure? This session will share everything you need to know to start building Workflows that save you time and provide greater consistency for everyone involved!

After this session you will know how to:

  • Create Workflow Templates for frequently performed tasks, allowing you to pre-populate Action details to save time and make service more consistent.
  • Build a Multi-step Workflow by defining a process and transferring it into Junxure for seamless execution and increased visibility throughout the firm.
  • Create a Recurring Action Definition to repeat consistent process for a Record.

Junxure DNA: A Journey Beyond Basics

Class Materials

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.

Bring Your Asset Data to Life

Class Materials

Did you know that Junxure can track financial account related data? Breathe new life into your CRM by taking advantage of this powerful area of the program.

In this class you will learn about:

  • The benefits of tracking financial information
  • Important Asset fields
  • Reports on financial account data

Join us in this webinar to learn how you can use your Assets and Accounts to take your Junxure use to the next level!

Email and Calendaring 201


Take your Junxure email and calendar use to the next level. Learn about all the automation Junxure provides around capturing email (including refining your email capture with routing rules), scheduling appointments, and keeping your Actions connected to them both to drive consistent service and information capture on your client Records.

Grids and Searching in Junxure: Getting the Most from Your Client Data


Are you just using Junxure to store data? In this class, you will learn various ways to maximize different Workspaces to meet the everyday needs of your firm.

This class will cover how to:

  • Group contacts together using the different search features throughout the program.
  • Develop Grid templates for the Workspaces to create meaningful views of your data.
  • Create customized reports using the Report Assistant.

The Junxure Administrator’s Guide to Settings

Class Materials

Are you a Junxure Administrator and want to get an overview of Settings? In this session, we will cover the various components of the Settings, which will help you understand:

  • The main components of Junxure Settings.
  • How to administer users, including setting up new and deactivating old.
  • Set up preferences, both firm-wide and user-level.

What to Expect When You’re Expecting: Moving from Desktop to 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.

CRM Chat Archives

CRM Chat is a monthly series designed to provide answers to commonly asked questions, highlight new enhancements and existing features, and engage our users in a regular, interactive forum. Each month, the format and topics are different! Below you will find the list of past CRM Chats (and Junxure Talks) and the topics covered.

Recording Topics Covered
May 2022
  • New Record Profile Preview
  • New Dashboards Preview
  • Ask the Pros!
April 2022
  • New Record Fields and Options
  • Feature Security Health Check
  • Ask the Pros!
March 2022
  • Grids and Pending Actions
  • Inbox Routing Rules
  • Ask the Pros!
February 2022
  • Record Landing Page
  • Tracking Birthdays and Gifts
  • Ask the Pros!
January 2022
  • Record Layout Configuration
  • List Maintenance Auditing/Review
  • Ask the Pros!
October 2021
  • Recurring Actions
  • Calendly with Webforms
  • Ask the Pros!
September 2021
  • Workflow Structure
  • Ask the Pros!
August 2021
  • Grids
  • Searching and Reporting
  • Ask the Pros!
July 2021
  • Another Look at the New Record
  • Calendly
  • Ask the Pros!
May 2021
  • Employee Spotlight: Amber Jackson
  • Meeting Monitor
  • Ask the Pros!
April 2021
  • Employee Spotlight: Kathy Crowley
  • Branching Workflows
  • Ask the Pros!
March 2021
  • Employee Spotlight: Richard Barfield
  • Mass Communication
  • Ask the Pros!
February 2021
  • Web Forms Demo
  • Using Opportunities
  • Ask the Pros!
January 2021
  • Employee Spotlight: Charleen Fragomeni
  • Feature Spotlight: Meeting Monitor
  • Preview: Webforms
  • Ask the Pros!
December 2020
  • Microsoft 365
  • MyRepChat
  • Action Quick Menu
  • Security Features
  • Mitel
November 2020
  • Employee Spotlight: Elliot Lochansky
  • >drive2020 Reflections
  • Holiday Correspondence
  • New UI Enhancements
September 2020
  • >drive Conference 2020
  • A Focus on Workflow Tools
  • Some of Our Favorite Things!
  • Ask the Pros!
August 2020
  • Three Big Questions with Product Management
  • New Microsoft 365 Features
  • Schwab Digital Account Opening Integration
  • >drive2020 Goes Digital
  • Ask the Pros!
July 2020
  • Impactful New Features
  • Managing Your Pipeline
  • Ask the Pros!
June 2020
  • Talking Reg BI and Junxure
  • Ask the Pros!
May 2020
  • Franklin Templeton Acquires AdvisorEngine
  • Tips for RMDs
  • Ask the Pros!
April 2020
  • Financial Focus
  • Training is Key
  • Roadmap Sneak Peek
March 2020
  • Latest Release: Office 365
  • Workflow Best Practices: Digitizing your Manual
  • Grids and Searching
  • Tracking Meetings
February 2020
  • Introduction to Junxure Starting Point
  • Many, Many Questions and Answers
January 2020
  • Meet the Team: Eamon McFadden
  • Hidden Gems: Record Relationships
  • General Q & A
December 2019
  • New Feature Overview
  • Holiday Feature Set
  • Becoming a Power User
October 2019
  • >drive2019 Conference Recap
  • Q & A
September 2019
  • Meet our new Product Manager: Jason Kissinger
  • “How to”s for Assets
  • Building blocks for setting up Alerts
August 2019
  • Outlook Add-in Update
  • Best Practices for Service Levels
  • Customizing Reports
July 2019
  • Best Practices: Deceased Clients
  • Hidden Gems: Record Relationships
  • Open Q & A
June 2019
  • User Spotlight: Becky Stroud, AMDG Financial
  • Hidden Gems: Underutilized system features
  • Open Q & A
May 2019
  • Meet the Consulting and Training Team
  • New enhancements coming soon and on the horizon
  • Open Q & A
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