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Greg Friedman, MS, CFP®

Greg Friedman is the CEO of Private Ocean, an innovative West Coast wealth management firm, and the founder of Junxure. In 2007, Charles Schwab honored him with its prestigious IMPACT Award® for "Best in Tech." In 2008, Financial Planning Magazine included Greg in its elite list of financial "Movers and Shakers". Greg was also recognized in InvestmentNews' 2017 Class of Icons and Innovators.

Blog Feature

Financial Advisors  |  Technology  |  Wealth Management

Top 5 questions financial advisors should ask themselves

For every advisor, technology plays an increasingly important role in how we run our businesses. Whether you have someone in-house or you outsource your IT support, investing in your technology tools should be a key part of your business plan. That includes choosing the right systems, implementing them efficiently, training for your team, and last but not least, regularly assessing your tools to determine if they are still serving you as your business evolves.  

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