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X-WR-CALDESC:Events for Maximizer CRM
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DTSTART;TZID=America/Toronto:20251201T160000
DTEND;TZID=America/Toronto:20251201T163000
DTSTAMP:20260502T131401
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
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DTSTART;TZID=America/Toronto:20251202T130000
DTEND;TZID=America/Toronto:20251202T163000
DTSTAMP:20260502T131401
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
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251204T150000
DTEND;TZID=America/Toronto:20251204T170000
DTSTAMP:20260502T131401
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
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251208T160000
DTEND;TZID=America/Toronto:20251208T163000
DTSTAMP:20260502T131401
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:20260502T131401
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:20260502T131401
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
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