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    Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm.

    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.

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    Top 5 questions financial advisors should ask themselves

    By: Greg Friedman, MS, CFP® September 6th, 2019

    For every advisor, technology plays an increasingly important role in how we run our businesses.

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