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DTSTART;TZID=America/Toronto:20251104T150000
DTEND;TZID=America/Toronto:20251104T170000
DTSTAMP:20260502T161034
CREATED:20251014T222639Z
LAST-MODIFIED:20251023T210121Z
UID:10000135-1762268400-1762275600@www.maximizer.com
SUMMARY:Advanced Client Management - Accounts\, Client Service\, and Leads
DESCRIPTION:Dive deep into Maximizer’s advanced client management features designed for financial services. This class covers the complete lifecycle of client relationships from lead generation through account management and ongoing client service. Administrators will learn to configure and optimize these modules for their organization’s specific needs. \nAgenda: \n• Creating and viewing Accounts in detail\n• Setting up Account Objectives and defining Products/Services\n• Managing Account Status and monitoring systems\n• Creating Account Processes and Stages\n• Configuring Products\, Services\, and Categories\n• Advanced Account search capabilities and Search Catalog\n• Customizing Account Key Fields and User Defined Fields\n• Managing Account Interactions\, Notes\, Tasks\, and Files\n• Understanding the Account Timeline feature\n• Pipeline Reports and Accounts Timeline Reports\n• Lead creation and management processes\n• Lead Process and Stages configuration\n• Converting leads to accounts\n• Client Service case creation\, assignment\, and escalation \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-302 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzU2ZTA1ZmItZWNmMS00MDM2LTk3OTQtNWQ4ZGM1Y2M2OWFj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-10-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzU2ZTA1ZmItZWNmMS00MDM2LTk3OTQtNWQ4ZGM1Y2M2OWFj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251106T130000
DTEND;TZID=America/Toronto:20251106T133000
DTSTAMP:20260502T161034
CREATED:20251014T222919Z
LAST-MODIFIED:20251023T210343Z
UID:10000136-1762434000-1762435800@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWY1YjYwMTItMjUyNS00OTA2LTlmYjEtYTc3MTNlODQ1MmM1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWY1YjYwMTItMjUyNS00OTA2LTlmYjEtYTc3MTNlODQ1MmM1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251114T120000
DTEND;TZID=America/Toronto:20251114T153000
DTSTAMP:20260502T161034
CREATED:20251107T220950Z
LAST-MODIFIED:20251108T141637Z
UID:10000143-1763121600-1763134200@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION: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 students the foundations of Maximizer FSE.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes\, with a Maximizer Level 1 Certification assessment to conclude the session \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWE4ZjUwODQtYWQ0ZC00NDJjLWJjNDctNDU2MTBjNWI4NjRk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWE4ZjUwODQtYWQ0ZC00NDJjLWJjNDctNDU2MTBjNWI4NjRk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251114T130000
DTEND;TZID=America/Toronto:20251114T133000
DTSTAMP:20260502T161034
CREATED:20251113T131718Z
LAST-MODIFIED:20251113T165648Z
UID:10000147-1763125200-1763127000@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Mjc4M2Q2MjktNTYwOC00MDI0LWJkYTYtOTE5MzJhM2RhZjg2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Mjc4M2Q2MjktNTYwOC00MDI0LWJkYTYtOTE5MzJhM2RhZjg2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251117T153000
DTEND;TZID=America/Toronto:20251117T160000
DTSTAMP:20260502T161034
CREATED:20251113T132928Z
LAST-MODIFIED:20251113T194027Z
UID:10000150-1763393400-1763395200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWEzYTAyMWYtZWY2YS00MGY0LWEwOGMtNWIwYzExYjlkMmQx%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWEzYTAyMWYtZWY2YS00MGY0LWEwOGMtNWIwYzExYjlkMmQx%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251118T130000
DTEND;TZID=America/Toronto:20251118T150000
DTSTAMP:20260502T161034
CREATED:20251014T224059Z
LAST-MODIFIED:20251023T210948Z
UID:10000138-1763470800-1763478000@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
DESCRIPTION:Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients\, create professional email templates\, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale. \nAgenda: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjBkMTYxMGUtYWQ0OS00ODY3LWI1MDQtNjlmNzczYWJlYjM1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_7-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjBkMTYxMGUtYWQ0OS00ODY3LWI1MDQtNjlmNzczYWJlYjM1%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251118T140000
DTEND;TZID=America/Toronto:20251118T143000
DTSTAMP:20260502T161034
CREATED:20251113T132346Z
LAST-MODIFIED:20251113T194752Z
UID:10000148-1763474400-1763476200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTMzODM3ZmUtNjIxOC00ODE2LThmZmUtOWMwNDIwN2ZjMjE2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTMzODM3ZmUtNjIxOC00ODE2LThmZmUtOWMwNDIwN2ZjMjE2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251120T110000
DTEND;TZID=America/Toronto:20251120T113000
DTSTAMP:20260502T161034
CREATED:20251113T132706Z
LAST-MODIFIED:20251113T193924Z
UID:10000149-1763636400-1763638200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzM5ZjA2YzgtODdiZi00OTVmLTk5MmQtYTY4NmEwMjNkYzkz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzM5ZjA2YzgtODdiZi00OTVmLTk5MmQtYTY4NmEwMjNkYzkz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251120T130000
DTEND;TZID=America/Toronto:20251120T150000
DTSTAMP:20260502T161034
CREATED:20251014T224602Z
LAST-MODIFIED:20251023T211449Z
UID:10000139-1763643600-1763650800@www.maximizer.com
SUMMARY:Customization and Views - Personalizing Your CRM Experience
DESCRIPTION:Learn to customize Maximizer CRM to match your workflow and preferences. This class covers how to create personalized views\, manage modules and tabs\, and configure user preferences. Advisors will discover how to make the system work more efficiently for their specific needs and client management style. \nAgenda: \n• Setting up User Preferences (Calendar sharing\, Hotlist\, startup options)\n• Creating and configuring email signatures\n• Working with Column Views: creating\, copying\, and modifying views\n• Exporting data to Excel from custom views\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Understanding and using Key Field Lists\n• Creating and switching between different field lists\n• Introduction to User Defined Fields and field types\n• Customizing the interface for optimal productivity\n• Understanding Action Plans: creation\, launch\, and modification \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-201 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzFkMzE0ZjYtODg1NC00MDQyLWE0ZjQtN2Y1NzAyNTM1NDNm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_2-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NzFkMzE0ZjYtODg1NC00MDQyLWE0ZjQtN2Y1NzAyNTM1NDNm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251121T120000
DTEND;TZID=America/Toronto:20251121T123000
DTSTAMP:20260502T161034
CREATED:20251113T133333Z
LAST-MODIFIED:20251113T194629Z
UID:10000151-1763726400-1763728200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWE1NDI3MTQtNzExNC00YTk2LWE0ZjMtODIyYjdmY2I5YWNl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWE1NDI3MTQtNzExNC00YTk2LWE0ZjMtODIyYjdmY2I5YWNl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251121T120000
DTEND;TZID=America/Toronto:20251121T153000
DTSTAMP:20260502T161034
CREATED:20251108T151834Z
LAST-MODIFIED:20251108T151834Z
UID:10000144-1763726400-1763739000@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION: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 students the foundations of Maximizer FSE.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes\, with a Maximizer Level 1 Certification assessment to conclude the session \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGMwMzFjNTgtYmRlNi00MGExLWIxNWUtNmZiNDE4OTk3MWFi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGMwMzFjNTgtYmRlNi00MGExLWIxNWUtNmZiNDE4OTk3MWFi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251125T120000
DTEND;TZID=America/Toronto:20251125T123000
DTSTAMP:20260502T161034
CREATED:20251122T161533Z
LAST-MODIFIED:20251122T161533Z
UID:10000155-1764072000-1764073800@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTI1ZTBkYmItMjI3Yi00ZmMxLWJiMDAtZThjNGM5NjljMTA3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTI1ZTBkYmItMjI3Yi00ZmMxLWJiMDAtZThjNGM5NjljMTA3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251125T130000
DTEND;TZID=America/Toronto:20251125T150000
DTSTAMP:20260502T161034
CREATED:20251014T213611Z
LAST-MODIFIED:20251023T165655Z
UID:10000132-1764075600-1764082800@www.maximizer.com
SUMMARY:Microsoft Integration Suite - Outlook and Word
DESCRIPTION:Seamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration\, enabling administrators to configure email synchronization\, document templates\, and automated correspondence features. \nAgenda: \n• Obtaining and installing Outlook Integration\n• Configuring Maximizer Outlook Integration preferences\n• Setting up synchronization options and schedules\n• Saving emails to Contact List entries\, Accounts\, and Client Service Cases\n• Creating contacts directly from email communications\n• Email tracking setup and management\n• Creating and managing tracking lists\n• Tracking email threads and conversation history\n• Installing and configuring Word Integration\n• Adding merge fields to Word documents\n• Creating\, modifying\, and retrieving document templates\n• Saving document templates to Maximizer\n• Creating mailing labels and envelopes\n• Troubleshooting integration issues \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-304 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2UyZTYxN2UtYTFhYS00OTA0LThkMzgtYzMwNzk3OWMzZmM0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-11-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2UyZTYxN2UtYTFhYS00OTA0LThkMzgtYzMwNzk3OWMzZmM0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251127T160000
DTEND;TZID=America/Toronto:20251127T163000
DTSTAMP:20260502T161034
CREATED:20251122T161653Z
LAST-MODIFIED:20251122T161653Z
UID:10000156-1764259200-1764261000@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGU2M2Q5MWItNzU2MS00ZWVmLWI4MTktNzE1MmE0MGYyZDY3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGU2M2Q5MWItNzU2MS00ZWVmLWI4MTktNzE1MmE0MGYyZDY3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251201T160000
DTEND;TZID=America/Toronto:20251201T163000
DTSTAMP:20260502T161034
CREATED:20251122T161808Z
LAST-MODIFIED:20251122T161808Z
UID:10000157-1764604800-1764606600@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmE3NzY0ZjEtN2NlYy00YWQxLWIzZWUtMDg1YTA1YTU2YjIw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmE3NzY0ZjEtN2NlYy00YWQxLWIzZWUtMDg1YTA1YTU2YjIw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251202T130000
DTEND;TZID=America/Toronto:20251202T163000
DTSTAMP:20260502T161034
CREATED:20251108T153508Z
LAST-MODIFIED:20251112T143728Z
UID:10000145-1764680400-1764693000@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION: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 students the foundations of Maximizer FSE.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes\, with a Maximizer Level 1 Certification assessment to conclude the session \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODE2YmRkOTgtYzJkNy00YzU4LWI1OGQtNDBiNTcwZTliMzY5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODE2YmRkOTgtYzJkNy00YzU4LWI1OGQtNDBiNTcwZTliMzY5%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251204T150000
DTEND;TZID=America/Toronto:20251204T170000
DTSTAMP:20260502T161034
CREATED:20251014T225616Z
LAST-MODIFIED:20251107T212307Z
UID:10000142-1764860400-1764867600@www.maximizer.com
SUMMARY:Advanced Client Management - Accounts\, Client Service\, and Leads
DESCRIPTION:Dive deep into Maximizer’s advanced client management features designed for financial services. This class covers the complete lifecycle of client relationships from lead generation through account management and ongoing client service. Administrators will learn to configure and optimize these modules for their organization’s specific needs. \nAgenda: \n• Creating and viewing Accounts in detail\n• Setting up Account Objectives and defining Products/Services\n• Managing Account Status and monitoring systems\n• Creating Account Processes and Stages\n• Configuring Products\, Services\, and Categories\n• Advanced Account search capabilities and Search Catalog\n• Customizing Account Key Fields and User Defined Fields\n• Managing Account Interactions\, Notes\, Tasks\, and Files\n• Understanding the Account Timeline feature\n• Pipeline Reports and Accounts Timeline Reports\n• Lead creation and management processes\n• Lead Process and Stages configuration\n• Converting leads to accounts\n• Client Service case creation\, assignment\, and escalation \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-302 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODUyNDc5OTYtZmRmNC00ODY5LWJhY2MtYzk5ZTI4NjNlZTFk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-10-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODUyNDc5OTYtZmRmNC00ODY5LWJhY2MtYzk5ZTI4NjNlZTFk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251208T160000
DTEND;TZID=America/Toronto:20251208T163000
DTSTAMP:20260502T161034
CREATED:20251204T192540Z
LAST-MODIFIED:20251204T192540Z
UID:10000158-1765209600-1765211400@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjNmZjg2MjAtOTM3Ny00MTMxLThmZmUtY2U3NjZjZWY1M2Zk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjNmZjg2MjAtOTM3Ny00MTMxLThmZmUtY2U3NjZjZWY1M2Zk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251210T110000
DTEND;TZID=America/Toronto:20251210T113000
DTSTAMP:20260502T161034
CREATED:20251204T192754Z
LAST-MODIFIED:20251204T192754Z
UID:10000159-1765364400-1765366200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTQ4OTc1ZGQtNjEyYi00YjUxLWI3NGMtNGU3ZmNmNmMwZjhi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTQ4OTc1ZGQtNjEyYi00YjUxLWI3NGMtNGU3ZmNmNmMwZjhi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251212T130000
DTEND;TZID=America/Toronto:20251212T133000
DTSTAMP:20260502T161034
CREATED:20251204T192857Z
LAST-MODIFIED:20251204T193112Z
UID:10000160-1765544400-1765546200@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmRiNDA4YzgtZGEyYy00YWU2LTg4YmMtYjY1YjVmYTEyOTdk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmRiNDA4YzgtZGEyYy00YWU2LTg4YmMtYjY1YjVmYTEyOTdk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260106T130000
DTEND;TZID=America/Toronto:20260106T163000
DTSTAMP:20260502T161034
CREATED:20251204T193414Z
LAST-MODIFIED:20251204T193414Z
UID:10000163-1767704400-1767717000@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION: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 students the foundations of Maximizer FSE.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes\, with a Maximizer Level 1 Certification assessment to conclude the session \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGVlY2EyY2ItN2M0Yy00Yzk5LWFjNTQtNTNkZmNjMDc3MTgy%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGVlY2EyY2ItN2M0Yy00Yzk5LWFjNTQtNTNkZmNjMDc3MTgy%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260107T130000
DTEND;TZID=America/Toronto:20260107T133000
DTSTAMP:20260502T161034
CREATED:20251204T193026Z
LAST-MODIFIED:20251210T171833Z
UID:10000161-1767790800-1767792600@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzgyOTYwNmMtZDFhNC00NTNhLWFiYzEtMjU5YzEwYjQzOTQw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzgyOTYwNmMtZDFhNC00NTNhLWFiYzEtMjU5YzEwYjQzOTQw%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260107T130000
DTEND;TZID=America/Toronto:20260107T143000
DTSTAMP:20260502T161034
CREATED:20251204T193252Z
LAST-MODIFIED:20251204T193852Z
UID:10000162-1767790800-1767796200@www.maximizer.com
SUMMARY:Maximize Your Productivity with IQ Boost™ for Wealth Advisors
DESCRIPTION: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 to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records.  \nThis class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.    \nFor brand new users of Maximizer FSE\, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first\, to get maximum value out of the IQ Boost™class.   \nIn this class\, you will be guided through 4 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.   \nAgenda:   \n\nWhat is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost \nIQ Boost Compliance & Security Center features: Anonymizer\, AI in use\, Data Source\, Data Scope\, Data Types \nActivity #1: Deliver more value in your client meetings \nActivity #2: Improve accuracy in your household summaries \nActivity #3: Using IQ Find new opportunities you never knew you had \nPutting it all in play \n\nSuggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors \nClass Code: FSE-203 \nDuration: 90 mins \nClass Type: End-User Training Class 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjliMTczNzktMTNkZi00ZmVlLWJhYWQtN2M0YWRiNTJhNWEz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjliMTczNzktMTNkZi00ZmVlLWJhYWQtN2M0YWRiNTJhNWEz%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260120T130000
DTEND;TZID=America/Toronto:20260120T133000
DTSTAMP:20260502T161034
CREATED:20260113T133302Z
LAST-MODIFIED:20260115T182517Z
UID:10000168-1768914000-1768915800@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzhiZjM4ODEtMjZjYy00ZDFlLTkzOTktZTcxNzhkZTVjODNl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzhiZjM4ODEtMjZjYy00ZDFlLTkzOTktZTcxNzhkZTVjODNl%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260122T130000
DTEND;TZID=America/Toronto:20260122T133000
DTSTAMP:20260502T161034
CREATED:20260113T133432Z
LAST-MODIFIED:20260115T174624Z
UID:10000169-1769086800-1769088600@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmI2OGViMGYtZWYwNC00OWZmLTg5ODktMzdhMGE2NmE0ZGJm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmI2OGViMGYtZWYwNC00OWZmLTg5ODktMzdhMGE2NmE0ZGJm%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260122T130000
DTEND;TZID=America/Toronto:20260122T163000
DTSTAMP:20260502T161034
CREATED:20251204T193503Z
LAST-MODIFIED:20260115T143212Z
UID:10000164-1769086800-1769099400@www.maximizer.com
SUMMARY:Introduction to Maximizer FSE for Wealth Advisors
DESCRIPTION: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 students the foundations of Maximizer FSE.  \nThis class is recommended for brand new users of Maximizer FSE\, existing Maximizer users transitioning from our Base or Sales Leader editions\, and even current Maximizer FSE users who may need a refresher or to learn something new.   \nYou will be guided through 9 hands-on practice activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover all of the basic Financial Advisor concepts within Maximizer\, in addition to sharing real world examples and best practices.   \nAs a participant in this class you will be using your newly configured Maximizer platform for the hands-on practice activities. Each student will get access to a step-by-step instructional guide to perform a number of operations within Maximizer. At the conclusion\, you will be invited to partake in a Knowledge Assessment to attain your Maximizer Level 1 Certification badge\, which you can proudly display on Linkedin or other social channels. \nAgenda: \nLesson 1 – Terminology\, Navigation & User Setup \nCustomize your Maximizer display and preferences\nCreate New Household\, Contact & Company records\nUse Search to find what you’re looking for\nCreate and Manage Favorite Lists \nLesson 2 – Keeping Client Records up to date and compliant \nCreate an Account record\nTrack your Client Activities\nWork in Outlook and Maximizer together \nLesson 3 – Managing your business effectively \nChange your Column View Setup\nCreate a Custom Column View \nTime: 210 minutes \nPreferred Environment: Two monitors – one for practice and one for the User Guide \nClass Code: FSE-101 \nClass Type: End-User Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWE0YjNmMzYtYTI0Yy00NjJmLWJhZDItNDJiODM4MjU0MjVj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWE0YjNmMzYtYTI0Yy00NjJmLWJhZDItNDJiODM4MjU0MjVj%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260128T130000
DTEND;TZID=America/Toronto:20260128T133000
DTSTAMP:20260502T161034
CREATED:20260113T133559Z
LAST-MODIFIED:20260115T182410Z
UID:10000170-1769605200-1769607000@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODFjZTJlOTItMzRkZi00NTVjLTllN2MtMzMxMGEwZjFhN2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODFjZTJlOTItMzRkZi00NTVjLTllN2MtMzMxMGEwZjFhN2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260129T120000
DTEND;TZID=America/Toronto:20260129T133000
DTSTAMP:20260502T161034
CREATED:20260113T133741Z
LAST-MODIFIED:20260128T163825Z
UID:10000171-1769688000-1769693400@www.maximizer.com
SUMMARY:Maximize Your Productivity with IQ Boost™ for Wealth Advisors
DESCRIPTION: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 to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records.  \nThis class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.    \nFor brand new users of Maximizer FSE\, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first\, to get maximum value out of the IQ Boost™class.   \nIn this class\, you will be guided through 4 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.   \nAgenda:   \n\nWhat is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost \nIQ Boost Compliance & Security Center features: Anonymizer\, AI in use\, Data Source\, Data Scope\, Data Types \nActivity #1: Deliver more value in your client meetings \nActivity #2: Improve accuracy in your household summaries \nActivity #3: Using IQ Find new opportunities you never knew you had \nPutting it all in play \n\nSuggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors \nClass Code: FSE-203 \nDuration: 90 mins \nClass Type: End-User Training Class 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmI4NDFkYmEtNzhiZC00ZTAyLTk2ZmQtZTJlOWRjZWRhODVi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmI4NDFkYmEtNzhiZC00ZTAyLTk2ZmQtZTJlOWRjZWRhODVi%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260129T140000
DTEND;TZID=America/Toronto:20260129T173000
DTSTAMP:20260502T161034
CREATED:20260115T141010Z
LAST-MODIFIED:20260128T191325Z
UID:10000172-1769695200-1769707800@www.maximizer.com
SUMMARY:Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine
DESCRIPTION:Bienvenue dans Édition Services Financiers Maximizer (ESF)\, la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu ce cours pratique et complet\, Introduction à Maximizer ESF pour les conseillers en patrimoine\, afin d’enseigner aux participants les bases de Maximizer ESF.  \nCe cours est recommandé aux nouveaux utilisateurs de Maximizer ESF\, aux utilisateurs existants de Maximizer qui passent de nos  Édition de base ou Responsable des ventes et même aux utilisateurs actuels de Maximizer ESF qui pourraient avoir besoin d’une remise à niveau ou d’apprendre quelque chose de nouveau.   \nVous serez guidé(e) à travers 9 exercices pratiques par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Ce formateur abordera tous les concepts fondamentaux du rôle de conseiller financier dans Maximizer\, et partagera également des exemples concrets et des bonnes pratiques.   \nEn participant à cette formation\, vous utiliserez votre plateforme Maximizer nouvellement configurée pour les exercices pratiques. Chaque participant aura accès à un guide d’utilisation détaillé pour réaliser différentes opérations dans Maximizer. À la fin de la formation\, vous serez invité à passer une évaluation des connaissances afin d’obtenir votre badge de certification Maximizer niveau 1\, que vous pourrez afficher fièrement sur LinkedIn ou d’autres réseaux sociaux. \nOrdre du jour: \nLeçon 1 – Terminologie\, navigation et configuration utilisateur  \nPersonnaliser l’affichage et les préférences de Maximizer\nCréer de nouveaux enregistrements de ménage\, de contact et d’entreprise \nUtiliser la fonction Recherche pour trouver ce que vous cherchez \nCréer et gérer des listes de favoris \nLeçon 2 – Tenir à jour et en conformité les dossiers clients  \nCréer un enregistrement de compte \nSuivre les activités de vos clients\nTravailler simultanément dans Outlook et Maximizer  \nLeçon 3 – Gérer efficacement votre entreprise  \nModifier la configuration de votre vue par colonne\nCréer une vue de colonne personnalisée  \nDurée : 210 minutes \nEnvironnement recommandé: Deux écrans – un pour la pratique et un pour le guide de l’utilisateur \nCode de classe: FSE-101 \nType de classe: Formation des utilisateurs finaux
URL:https://www.maximizer.com/class/introduction-a-maximizer-fse-pour-les-conseillers-1/
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost_Time_Advantage.jpg
LOCATION:https://www.maximizer.com/class/introduction-a-maximizer-fse-pour-les-conseillers-1/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260203T130000
DTEND;TZID=America/Toronto:20260203T133000
DTSTAMP:20260502T161034
CREATED:20260128T142219Z
LAST-MODIFIED:20260128T191246Z
UID:10000173-1770123600-1770125400@www.maximizer.com
SUMMARY:Ask the Admin: 1-on-1 Dedicated Support
DESCRIPTION:A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: 30 minutes \nCost: Free \nClass Code: MAX-000
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2Q2YTYyMGEtYmUwZi00YmZkLWI4NGEtZTA2NDE4N2U4ODlk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Base Edition,End-Users,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2Q2YTYyMGEtYmUwZi00YmZkLWI4NGEtZTA2NDE4N2U4ODlk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
END:VCALENDAR