Streamline your client interactions and stay organized with Maximizer’s communication and task management features. This class covers logging interactions, managing tasks, scheduling appointments, and using action plans to automate repetitive processes. Perfect for advisors who want to enhance their client service and follow-up capabilities.

Agenda:

• Logging Interactions: calls, meetings, and client touchpoints
• Adding new Interaction types for specialized activities
• Making and receiving calls through Maximizer
• Adding Notes and Files to client records
• Task management: creating, assigning, and reassigning tasks
• Viewing completed vs. pending tasks
• Managing tasks for individuals or teams
• Scheduling appointments and adding attendees
• Setting up email notifications for appointments

Time:

120 minutes, with time for questions

Class Code: FSE-102

Class Type: Financial Advisor Training Class (required / beginner)