The Advisor Tech Series: Conversations with iA Private Wealth

In this episode, Maximizer’s Alex Ackermans, VP, Product & Engineering, joins host Terry Terrian, Senior Consultant, at iA Private Wealth to tackle one of the most common advisor objections: “We’ve been growing without a CRM — we’re fine.” However, the question isn’t whether you can operate without one, it’s how much more you could achieve with one.

Alex walks through how a modern CRM like Maximizer drives both scale and consistency,  from centralizing notes and call transcriptions to ensuring every client gets a high-quality, consistent experience through shared workflows and team task management.

This episode also spotlights IQ Boost, Maximizer’s household-level AI assistant, which uses predefined prompts to instantly surface meeting prep, client history, and follow-up actions, with no prompt engineering required. Advisors can even photograph handwritten notes from in-person meetings and let AI convert them directly into CRM tasks.

Note: This is a special episode, where we had the pleasure of joining Terry Terrian, Senior Consultant, and the team at iA Private Wealth for this conversation.