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Category: On-Demand Webinars

  • The Trends to Watch for Success in 2017

    As a financial advisor or wealth manager you know more than anyone else that the key to success is navigating the changing financial landscape. But what are the key trends you should be looking out for this year?

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  • A Guided Tour of Maximizer CRM Wealth Manager 2017

    The latest version of Maximizer CRM Wealth Manager is finally here. Take a look at our 'guided tour' on-demand webinar to discover all the new features and benefits of the latest release.

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  • Preparing Yourself – and Your Clients – For Tax Season

    Tax season is here and it represents an overlooked sales opportunity for advisors. This webinar helps you get ready. We’ll explore the strategies you need to communicate to four different client segments: High Net Worth, Mass Affluent, Employee Groups and Millennials.

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  • 2017 CRM Trends for You and Your Customer

    Are you keeping on top of the latest CRM trends for you and your customers? From its early days as a desktop tool, CRM has come a long way in helping businesses engage with their customers. But if you are planning to buy CRM, it can be exhausting and overwhelming to keep up with the constant evolution of new trends and features.

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  • How to Stand out this RRSP Season

    RRSP season is to advisors what Valentines day is to chocolate makers. But with everyone vying for attention, how do you stand out from the crowd? Our latest webinar gives you the edge, with a strategy that will put you ahead of the pack: include TFSAs as part of your client discussions.

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  • Maximizer CRM 2017 Wealth Manager - First Look

    Maximizer Wealth Manager CRM 2017 is bursting with goodness -- including productivity boosting features, a sleek new design, new API platform and tiered pricing.

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  • A Guided Tour of Maximizer CRM 2017

    The just-released Maximizer CRM 2017 is filled with productivity boosting features, a sleek new design, new API platform and tiered pricing.

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  • A Guided Tour of Maximizer CRM 2017 for Customers

    Maximizer CRM 2017 is here and it is bursting with goodness -- including productivity boosting features, a sleek new design, new API platform and tiered pricing. Watch our on-demand webinar for a complimentary Guided Tour of Maximizer CRM 2017.

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  • Maximizer CRM vs Maximizer CRM Wealth Manager

    Did you know Maximizer has a CRM solution tailored for Financial Services? Maximizer CRM Wealth Manager is designed specifically for financial and insurance advisors, wealth managers, financial planners and group benefits administrators.

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  • Reaching Out to Millennial Investors - A Guide for Financial Advisors

    Millennials are currently the largest demographic in history, the most highly educated and the most technologically savvy - but they are also the most conservative when it comes to investing, with 29% holding more cash than people in their 70s.

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  • Take a Sneak Peek into Maximizer CRM 2017

    Maximizer CRM 2017 is bursting with goodness -- including productivity boosting features, a sleek new design, new API platform and tiered pricing.

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  • What's New in Maximizer CRM 2017

    Maximizer CRM 2017 Takes Productivity to The Extreme. Watch our on-demand webinar for a Sneak Peek into Maximizer CRM 2017’s goodies -- including productivity boosting features, a sleek new design, new API platform and more!

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