This class is designed for financial advisors who are new to CRM systems or want to understand the why behind the how. You’ll explore what a CRM is, how it supports day-to-day client management, and how it becomes a tool for long-term success in a highly regulated, trust-driven industry.

Agenda:

• What is CRM
• Why CRM is Important in Financial Services
• How Maximizer CRM Helps You Build Client Trust and Compliance

Time:

60 minutes, with time for questions

Class Code: FSE-EU-100