Ensure continuous productivity with comprehensive knowledge of Maximizer’s support ecosystem. This final class covers all available support resources, common troubleshooting techniques, and self-help tools. Advisors will gain confidence in resolving issues independently and knowing when to seek additional help.

Agenda:

• Overview of available support channels
• Using Support Chat effectively
• Navigating the Maximizer Knowledge Base
• Accessing and utilizing YouTube training videos
• Common issues and quick solutions
• When to contact technical support vs. self-resolution
• Creating support tickets and documentation
• System maintenance and optimization tips
• Staying updated with new features and updates
• Building internal support networks and best practices sharing

Time:

90 minutes, with time for questions

Class Code: FSE-104

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