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Press Coverage – Maximizer’s Wealth Management Edition Featured In Investment Executive

April 6, 2015

“Top advisors have an average client attrition rate of 1% while all Canadian advisors on average have an attrition rate of 10%, according to recent research by Vancouver-based Maximizer Services, Inc., a provider of client More »

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Press Coverage – Maximizer’s Wealth Management Edition Featured In Wealth Professional

“A survey of client attrition rates for 2014 may, in fact, represent a turning point for the industry as it prepares for fallout from regulatory change…top advisors and their commitment to using advanced technology as More »

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Press Coverage – Maximizer’s Wealth Management Edition Featured In CIO Today

“The report looks at how solo-advisor and small-partnership wealth management firms can emulate the practices of top financial advisors — defined by high client and revenue growth, as well as advanced use of technology and More »

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Press Coverage – Maximizer’s Wealth Management Edition Featured In CRM Xchange

“…The new report, entitled The Next Level in Wealth Management: Positioning Your Business to Grow, examines how smaller financial advisor practices can set themselves up to outstrip competitors – including bigger players – in terms More »

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Press Coverage – Maximizer’s Wealth Management Edition Featured In CRM Daily

“Supporting research commissioned by Maximizer in 2014 showed that 92% of North American financial advisors grew their Assets under Management (AUM) in 2013 and 96% projected positive growth in 2014. The research, based on a More »