MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For Wealth Advisors and Administrators

  • Introduction to Maximizer FSE for Wealth Advisors

    Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive, hands-on class, Introduction to Maximizer FSE for Wealth Advisors, to teach Read More...

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    Register Now Free 7 spots left
  • Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Before you attend the training workshop on Turn Emails into Action, you need to make sure your environment is ready. This short, guided session walks you through installing and configuring Read More...

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    Register Now Free 8 spots left
  • Ask the Admin: 1-on-1 Dedicated Support

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left
  • Maximize Your Productivity with IQ Boost™ for Wealth Advisors

    Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 90-minute comprehensive, Introduction to IQ Boost™ for Wealth Advisors, to teach students how Read More...

    Learn More
    Register Now Free 8 spots left
  • Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Before you attend the training workshop on Turn Emails into Action, you need to make sure your environment is ready. This short, guided session walks you through installing and configuring Read More...

    Learn More
    Register Now Free 8 spots left
  • Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Before you attend the training workshop on Turn Emails into Action, you need to make sure your environment is ready. This short, guided session walks you through installing and configuring Read More...

    Learn More
    Register Now Free 8 spots left
  • Ask the Admin: 1-on-1 Dedicated Support

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left
  • Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Before you attend the training workshop on Turn Emails into Action, you need to make sure your environment is ready. This short, guided session walks you through installing and configuring Read More...

    Learn More
    Register Now Free 8 spots left
  • Introduction to Maximizer FSE for Wealth Advisors

    Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive, hands-on class, Introduction to Maximizer FSE for Wealth Advisors, to teach Read More...

    Learn More
    Register Now Free 4 spots left
  • Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Before you attend the training workshop on Turn Emails into Action, you need to make sure your environment is ready. This short, guided session walks you through installing and configuring Read More...

    Learn More
    Register Now Free 8 spots left
  • Ask the Admin: 1-on-1 Dedicated Support

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left
  • Maximize Your Productivity with IQ Boost™ for Wealth Advisors

    Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 90-minute comprehensive, Introduction to IQ Boost™ for Wealth Advisors, to teach students how Read More...

    Learn More
    Register Now Free 8 spots left
  • Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Before you attend the training workshop on Turn Emails into Action, you need to make sure your environment is ready. This short, guided session walks you through installing and configuring Read More...

    Learn More
    Register Now Free 8 spots left
  • Ask the Admin: 1-on-1 Dedicated Support

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left
  • Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Before you attend the training workshop on Turn Emails into Action, you need to make sure your environment is ready. This short, guided session walks you through installing and configuring Read More...

    Learn More
    Register Now Free 8 spots left
  • Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Before you attend the training workshop on Turn Emails into Action, you need to make sure your environment is ready. This short, guided session walks you through installing and configuring Read More...

    Learn More
    Register Now Free 8 spots left
  • Ask the Admin: 1-on-1 Dedicated Support

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left
  • Ask the Admin: 1-on-1 Dedicated Support

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left
  • Ask the Admin: 1-on-1 Dedicated Support

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left
  • Ask the Admin: 1-on-1 Dedicated Support

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left
  • Ask the Admin: 1-on-1 Dedicated Support

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left
  • Ask the Admin: 1-on-1 Dedicated Support

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left
  • Ask the Admin: 1-on-1 Dedicated Support

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left
  • Ask the Admin: 1-on-1 Dedicated Support

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left