Greg Friedman, MS, CFP

About the Author

Greg Friedman, MS, CFP

Gregory H. Friedman, MS, CFP, is Founder and President, Junxure, and Founder and President of Private Ocean.

 

Greg is a relentless innovator and advocate for excellent wealth management. He’s co-founder and president of Private Ocean, one of the West Coast's leading wealth management firms. He’s also founder and president of Junxure, a practice improvement firm that integrates software, training and consulting to help advisors streamline operations, deliver exceptional client service and grow their practices intelligently. 

 

Greg is widely recognized as one of the nation’s top financial advisors. In 2008 and 2009, Investment Advisor Magazine included Greg in its list of Top 25 most influential financial advisors. He is one of a select few advisors to be named in consecutive years. He was recently 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."

• Solving Succession Planning Via M&A: Getting Started

  By Greg Friedman, MS, CFP  |  April 24, 2013

  If you’re thinking about your succession planning options, RIA firm owner, consider a merger or acquisition. But first ask yourself some important questions.

• Winning New Clients by Building Trust in the Initial Prospect Meeting

  By Greg Friedman, MS, CFP  |  March 21, 2013

  How should you differentiate your firm from the competition? Before you start telling a new prospect what makes you great, listen to their concerns.

• After You Hire: 4 Ways to Build Leadership Skills in Your Firm

  By Greg Friedman, MS, CFP  |  January 14, 2013

  To succeed, you need a team of efficient self-starters who holistically share your vision of success and of the firm’s future. Here are four easy ways to start building that team.

• Succession Planning 401: Transitioning Clients to New Advisors

  By Greg Friedman, MS, CFP  |  December 5, 2012

  When you ask existing clients to trust a new advisor so you can concentrate on other duties, follow this thoughtful approach.

• Looking Ahead: Grooming Successors for Your RIA Firm

  By Greg Friedman, MS, CFP  |  October 31, 2012

  To identify and hire future partners as part of your firm’s succession plan it’s critical that you find advisors who share your values, and this goes beyond stellar credentials and experience.

• Friedman’s 3 Realistic Steps to Succession Planning

  By Greg Friedman, MS, CFP  |  August 17, 2012

  Sure, you know all the reasons for having a succession plan in place, but you still haven’t done it. Try following these three steps to get you moving.

• Time Well Spent : A 4-Step Plan to Client Profitability

  By Greg Friedman, MS, CFP  |  July 14, 2012

  When it comes to building a mutually beneficial relationship with clients, sometimes the stars simply don’t align—or they need adjusting to fit both parties. Use technology to follow these four steps to more efficiency and profitability.

• Succession Planning 301: 3 Big Hiring Mistakes to Avoid

  By Greg Friedman, MS, CFP  |  May 1, 2012

  Learn from my experience to help you and your team evolve into a more successful firm.

• Succession Planning 201: How to Motivate a Newly Hired Advisor

  By Greg Friedman, MS, CFP  |  March 8, 2012

  Hiring a new advisor for your small(er) firm is one thing, keeping them motivated can be another. Here’s how to retain those new hires

• Succession Planning 101: How Small Firms Can Recruit the Best New Advisors

  By Greg Friedman, MS, CFP  |  March 7, 2012

  How smaller advisory firms can hire and motivate new advisors, part one: some hard-won advice about how to hire a new advisor for your firm.