Customer Growth | Maximizer CRM

What HNW Clients Expect from Their Advisors and Brokers in 2025

High-net-worth (HNW) clients have always demanded more than just sound financial advice. They look for partnership,...

Within today’s ever-growing digital landscape, customer expectations are higher than ever, making effective...

Customer Relationship Management (CRM) systems are essential tools that help businesses manage client data, track...

When people think of artificial intelligence, they often picture cold automation—systems replacing people, removing...

High-performing sales teams aren’t built on luck, they’re built on rhythm. A cadence that balances accountability with...

Financial advisors and wealth managers live by their numbers. From AUM growth to quarterly revenue, performance...

When evaluating CRM platforms, Maximizer and HubSpot cater to different business needs. Maximizer CRM offers...

What’s your book of business worth if you walked away tomorrow? For many advisors, the answer is less than they hoped....

CRMs are everywhere, and it’s no surprise—many major players in the tech industry have either developed their own...