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.

This class is designed to help financial advisors confidently get started with Maximizer CRM. You'll learn how to log in, activate your account, and navigate the main screen. It covers key features such as drop down menus, main modules, and tabbed windows. You'll also learn how to personalize your workspace to support your daily workflow, including using the calendar and hotlist and controlling your email.

This class is designed to help Financial Advisors confidently manage their client relationships using entries in Maximizer CRM’s Financial Services Edition. You’ll learn how to track, understand, and act on your client data. Whether you're searching for an existing client, documenting critical financial details, or following up with an email or task, this session gives you the skills to work efficiently and stay client-focused.

This class is designed for Financial Advisors who want to learn how to integrate and optimize Outlook, Word, and mobile access to stay productive, compliant, and connected—whether you're in the office or meeting clients in the field. This session will walk you through setting up and using Maximizer with Microsoft Outlook and Word, followed by best practices for using Maximizer on your smartphone.

This class is focused on two powerful modules in Maximizer CRM: Accounts and Client Service Plans. In the first half, you'll learn how to use the Accounts module to organize your book of business by financial product, track progress using customized stages, and view pipeline reports for forecasting and follow-up. In the second half, you'll explore how to use Client Service Plans to deliver consistent, high-quality service to your clients, while identifying trends and building repeatable workflows that drive long-term growth.