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!
Learn how AE CRM can help you:
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.
Staying on top of RMD information for your clients is essential. In this class you will learn:
Join us as we learn how to leverage Junxure to effectively manage this ongoing project.
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 If outdated or duplicate information is cluttering your Junxure database, it’s time for cleaning!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:
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.
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.
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:
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.
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:
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:
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:
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.
In this class you will learn:
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.
Managing your meetings is a never-ending task. Let Junxure assist you by:
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:
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.
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:
Join us in this webinar to learn how you can use your Assets and Accounts to take your Junxure use to the next level!
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.
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:
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:
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 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 |
|
April 2022 |
|
March 2022 |
|
February 2022 |
|
January 2022 |
|
October 2021 |
|
September 2021 |
|
August 2021 |
|
July 2021 |
|
May 2021 |
|
April 2021 |
|
March 2021 |
|
February 2021 |
|
January 2021 |
|
December 2020 |
|
November 2020 |
|
September 2020 |
|
August 2020 |
|
July 2020 |
|
June 2020 |
|
May 2020 |
|
April 2020 |
|
March 2020 |
|
February 2020 |
|
January 2020 |
|
December 2019 |
|
October 2019 |
|
September 2019 |
|
August 2019 |
|
July 2019 |
|
June 2019 |
|
May 2019 |
|