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How Advisors and Brokers Can Build a Sellable Book of Business
Learn how financial advisors and brokers can prepare for succession by creating a book of business that’s organized, valuable, and attractive to buyers.
![Maximizer CRM vs Microsoft Dynamics 365 | CRM System & Pricing Comparison [2025]](https://www.maximizer.com/wp-content/uploads/2025/07/Maximizer-CRM-vs-Microsoft-Dynamics-365-1-1080x675.jpg)
Maximizer CRM vs Microsoft Dynamics 365 | CRM System & Pricing Comparison [2025]
Compare Maximizer CRM vs Microsoft Dynamics 365 CRM in 2025. Explore CRM tools comparison know their features, pricing, and integrations to choose the right CRM software for your business needs.
5 Things Financial Firms Should Be Tracking Today
Stay audit-ready and protect your firm’s reputation. Here are 5 key areas financial firms should monitor daily to keep compliance on track.
How You Are Using AI Daily Without Even Realizing It
From client insights to smarter scheduling, AI is already powering your day-to-day work. Discover how financial reps are using AI daily—often without even realizing it.
CRM Insights
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How Advisors and Brokers Can Build a Sellable Book of Business
Learn how financial advisors and brokers can prepare for succession by creating a book of business that’s organized, valuable, and attractive to buyers.
Maximizer CRM vs Microsoft Dynamics 365 | CRM System & Pricing Comparison [2025]
Compare Maximizer CRM vs Microsoft Dynamics 365 CRM in 2025. Explore CRM tools comparison know their features, pricing, and integrations to choose the right CRM software for your business needs.
5 Things Financial Firms Should Be Tracking Today
Stay audit-ready and protect your firm’s reputation. Here are 5 key areas financial firms should monitor daily to keep compliance on track.
Sales Leadership
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Treat CRM as a Sales Assistant, Not a Spreadsheet
CRMs should support your sales process like an assistant, not bog it down like a spreadsheet. Here’s why a CRM that thinks like a seller is essential to sales success.
Top 5 Best CRM for Mortgage Brokers & Professionals In 2025
Summary of the best CRM for mortgage brokers & professionals Maximizer’s 2025 guide explores the best CRM software options for mortgage brokers and professionals, highlighting how purpose-built...
![Maximizer CRM vs Salesforce CRM | CRM Software Comparison [2025]](https://www.maximizer.com/wp-content/uploads/2025/06/Maximizer-CRM-vs-Salesforce-1080x675.jpg)
Maximizer CRM vs Salesforce CRM | CRM Software Comparison [2025]
When it comes to choosing the right CRM system for your organization, the decision often comes down to Maximizer CRM vs Salesforce CRM—two platforms built to streamline client management, automate...
AI Innovation
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How You Are Using AI Daily Without Even Realizing It
From client insights to smarter scheduling, AI is already powering your day-to-day work. Discover how financial reps are using AI daily—often without even realizing it.
CRM Powered Sales Forecasting: Say Goodbye to Gut Feel
Gut instinct has long been the sales rep’s compass. But when you’re managing dozens of opportunities, juggling follow-ups, and trying to hit a number, instincts can betray you. Forecasting should...
AI Won’t Replace Salespeople – But It Will Make You Unstoppable
Improve your sales workflow with AI’s insights and automation, without sacrificing the human interaction at the heart of selling.
Product Releases
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Financial advisors can streamline document workflows with Maximizer’s Docusign integration
Streamline your contract lifecycle with Maximizer’s Docusign integration. Focus on selling, not paperwork, as you centralize data and eliminate redundancies.
Automate Your Sales Process with Maximizer and Zapier
If Zapier supports your application, you can connect it to Maximizer and keep your CRM as the central repository for your customer data – the way it should be.
Get More Out of Your Meetings by Integrating Maximizer and Calendly
Maximizer’s CRM integration with Calendly streamlines meeting scheduling for sales teams, saving time and enabling efficient relationship-building and sales efforts.
Industry Trends
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Advisors vs. Algorithms: Why Human Advice Still Wins
Robo-advisors may be quick and cheap, but they can’t replace the nuance, trust, or longevity of human financial advice—especially when that advice is tracked and documented.
The Three Pillars of Modern Client Trust: Advice, Access & Audit Trails
In a time when referrals start on LinkedIn and clients fact-check advice with a tap of their screen, trust in financial services is no longer built solely in person. Today, it's sustained...
From Factory Floor to Sales Success: Managing complex sales cycles with CRM
Navigate long and complex sales cycles using CRM. AI-powered insights, email and calendar management, collaborative tools, and task management.