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Advisors vs. Algorithms: Why Human Advice Still Wins
The rise of AI has reshaped how people approach their finances. From chatbots that suggest ETFs to digital platforms...
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...
Activity-based selling in financial services: The secret weapon for consistent growth
Activity-based selling is a methodology that prioritizes actions over outcomes. Instead of focusing solely on revenue,...
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...
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...
CRM Reporting: What Is a CRM Report and How It Drives Insights
Summary of CRM reporting CRM reporting transforms raw customer and sales data into actionable insights that guide...
What Is CRM in Real Estate: Manage Clients & Deals Efficiently
Summary of CRM in real estate CRM in real estate has become essential for agents and brokerages to manage leads,...
Sales Happens Between the Meetings: How to Stay Visible
There’s a saying that rings especially true in sales: Deals don’t close in the meeting—they close in between. It’s in...
Best CRM for Accounting Firms: Improve Client and Financial Workflows in 2025
Summary of the best CRM for accounting firms Accounting firms face challenges like scattered client data, manual...