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Junxure News, Training & Tips – March 2011In This Issue:What’s NewIntroducing the Junxure Asset Import WizardIntroducing the Junxure Asset Import WizardMarch Madness Web Class – The Final Four Tabs ofJunxureThe BuzzJunxure Attends the TD Ameritrade and T3 ConferencesClient SpotlightPearl Jakes, RTD Financial Advisors, Inc. in Philadelphia, PAJunxure TopicsIs Everyone In The Office Using Junxure?Junxure is proud to be the leader in integration with financialplanning and portfolio management systems. As part of thisinitiative, we are excited to announce the release of the JunxureAsset Import Wizard (JAIW), a new tool that imports data intoUpcoming Junxure Web ClassesMarch ScheduleJunxure in the FieldUpcoming ConferencesJunxure from a variety of portfolio management applications.Benefits:Customize your data; choose which fields areoverwritten in JunxureAdd accounts to clients automatically for integrationsthat have an SSN valueUse one common tool that consolidates numerousinterfaces you use everydaySwitch quickly and easily from one asset program toanotherMicrosoft Access is not required to use the JAIW**Some legacy interfaces require that Microsoft Access beinstalled on the workstation that will perform integrations.The initial release of the JAIW includes:Advent Portfolio Exchange (APX)Albridge (formerly StatementOne)Albridge CSVBlack DiamondCaptoolsMorningstar OfficeOmniPlannerOrion AdvisorLynxRoyal Bank of Canada (RBC)To access the JAIW, you will need to update Junxure to thelatest version. Once installed, the JAIW will be listed in theinterfaces at Database Tools Interfaces in Junxure.Questions? Learn more about the Junxure Asset Import Wizardhere.Video of the Month:ClientView Live Audit Reports

March Madness – The Final Four Tabs of JunxureIt might not be quite the same as watching seven straight weeks of NCAA basketball, but our Junxure Solutions Grouphas put a “spin” on March online classes with a session on the elusive “final four” tabs of Junxure! Register today!The Contact Record Tabs covered are:Insurance TabCash Flow TabEstate TabFinancial Planning TabIn this class, you will:Identify the insurance details that can be recorded within the Insurance TabDiscover the benefit of recording cash flow information within the Cash Flow TabLearn how to store estate documents and record gifting information within the Estate TabDetermine where and how to add Financial Planning Goals and link them to related actions for a contactBe introduced to the many available reports that can be produced related to Insurance, Cash Flow,Estate, Gifting, and Financial Planning informationDate: Tuesday, March, 29th 2011Time: 2:00PM (ET)Who Should Attend: Advanced users of Junxure who are proficient using the program. This class is not designed fornew users of Junxure. Knowledge of basketball is not required.Cost: 150.00Register today!TopJunxure Attends the TD Ameritrade and T3 ConferencesWe recently attended the TD Ameritrade Conference in San Diego, CA, and the Technology Tools for Today Conference(T3) in Weston, FL. With CRMs fast-becoming an essential part of a successful practice, the financial community wasabuzz with excitement around Junxure.Highlights at TD Ameritrade:The general session got started with a bang when one of the speakers announced to the crowd, “You’re crazynot to use Junxure!”The booth was packed from sun-up to sundown with customers and prospects. Most asked question – Whencan I get Junxure on the Cloud? ?Our senior sales consultant, Matt Dickerson, found his two Junxure demos quickly turning into customer usergroups. “In both cases, Junxure customers came up and happily volunteered their knowledge to show otheradvisors how they were using the program,” Matt says. “The enthusiasm was overwhelming.”Over at T3:Columnist Timothy Welsh got the early scoop: Eavesdropping on the T3 Pre-Conference Miami Vice-styleJunxure Sales Director, Robert DeFrancis presented a demo on Junxure and Junxure Mobile to a standing-roomonly crowd.Bill Winterberg, CFP started the social media world talking with his blog and lightning-fast Tweeting aboutJunxure.

Did you attend the TD Ameritrade or T3 Conferences? Share your Junxure buzz with us at admin@junxure.com.TopPearl Jakes, RTD Financial Advisors, Inc. in Philadelphia, PANobody knows customer service like Pearl Jakes, the Executive Receptionist/Concierge at RTD Financial Advisors inPhiladelphia. Before joining RTD, Pearl spent fifteen years with Tiffany & Co in customer service, promoting andprotecting a brand that is synonymous with trust and integrity. At RTD, Pearl continues that work, going the extra mile topromote customer service with both clients and team members.We spoke to her recently about her latest initiative to promote increased communications in the office. As a growing 19person firm with offices in Philadelphia, Atlanta and other cities along the east coast, Pearl understands how crucialcommunications is to the success of the firm.Improved Internal CommunicationAs a quick method to ensure everyone is up to date on the office comings-and-goings, she uses the Daily Note feature inJunxure. According to Pearl, this simple tool has “changed everything for the better!”“Everyone is so spread out – some are in the Philadelphia office, out of the office, working remotely – it’s hard to keeptrack of that,” Pearl says. “This tool has been essential to improving our communication.”Pearl starts by gathering all the information that she’ll need to include in the next day’s message. She reviews calendars,checks for important meetings, conference calls, vacations and remote schedules, then compiles a summary for theteam. She posts the summary in the Daily Note, and when users log in the next morning, they can expect a recap for theday.“We have a lot of shareholders and staff who are out of the office for one reason or another, whether it’s for a conferenceor off-site meetings,” Pearl explains. “I list everyone in the office and their location for the day. If they have an importantmeeting or conference call, I list that there as well. Everyone knows exactly what’s going on.”Pearl doesn’t limit the Daily Note to work schedules – she also makes the Daily Note fun by mentioning specialoccasions, birthdays, and announcements. This personal touch builds team camaraderie and makes the summary anenjoyable way to start a busy day.“We are big sports fans here in both Philly and Atlanta, and we take it seriously!” Pearl laughs. “We have a little rivalrybetween us, so there’s always a message cheering for our local teams. We have a lot of fun with that. Everyone looksforward to reading the note.”Company-Wide Junxure AdoptionThe use of the Daily Note has also helped with adoption of Junxure. The expectation that the note will contain importantinformation for the office means everyone logs in and uses the program – something that Pearl credits the “JunxureGuru” in the office, Jeff Weiand, EVP and Chief Operating Officer, with helping to implement.“He’s the mastermind behind [the adoption],” Pearl says. “He was definitely the one who encouraged us to use Junxure,and to find ways to promote it in the office.”

The entire management team at RTD, in fact – Weiand, along with President Richard Busillo and Chairman and CEORoy Diliberto – were all at the forefront of promoting Junxure adoption in the firm. It was Richard Busillo, in fact, whoapproached our Director of Training, Erin Kincheloe, about their use of the daily note to promote Junxure use.The results have been nothing short of stellar.“That daily note has helped this company so much with communication,” Pearl says. “We’re a small firm and growing,and it’s really kept everyone in touch with what’s going on in all of our offices. I can only imagine how the daily note couldhelp a larger firm!”How to Use the Daily Note:In Junxure, go to Maintain System Edit Daily NoteThe Daily Note window opens. Enter in a date, a greeting and any information that is relevant and helpful to your officefor that day. Select the checkbox next to Display this Note for each user when they log on to ensure that everyone inthe office sees your note when they first log on to Junxure.Click Close to save your message.For more information, see our online help topic, Edit Daily Note.TopIs Everyone in the Office Using Junxure?One of our Junxure Solutions Group trainers, Holly Cambern, recently held what she called a “fantastic” personal trainingsession with a Junxure customer who was interested in tracking prospects and new business using Junxure.During the session, someone asked a question that Holly says comes up often with firms who are experiencing growth:How do we get everybody in the office using Junxure?