About the Author
Gregory H. Friedman, MS, CFP®, is founder and president of both Junxure and Private Ocean. Junxure is a practice-improvement firm that integrates software, training, and consulting to help advisors streamline operations, deliver exceptional client service, and grow their practices intelligently. Private Ocean is one of the West Coast’s leading wealth management firms.
Greg is a relentless innovator and advocate for excellent wealth management. He is widely recognized as one of the nation’s top financial advisors. Investment Advisor magazine included Greg three times on its list of the top 25 most influential financial advisors. He was named one of six 2011 Industry Influencers by Financial Planning magazine, an award presented to six advisors “whose innovative ideas and wide-reaching work are forging new paths for the planning industry.” In 2008, Charles Schwab Institutional presented Greg’s previous firm, Friedman & Associates, with its prestigious IMPACT Award for Best in Tech.
Greg is a frequent speaker at industry conferences on a wide range of topics, including practice management, mergers, succession, technology, and building a successful wealth management business.
Get Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
