MAXIMIZER TRAINING ACADEMY

CRM Training Classes

Name: Maximizer Kickoff Call for Canaccord
Start: 2026-06-17T11:00:00-04:00
End: 2026-06-17T11:45:00-04:00

For Wealth Advisors and Administrators

Jun 2026
- Fri 12
  - 3:00 PM - 3:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 3:00 PM - 5:30 PM EDT
    
    Maximizer 101/201 – Foundations & Relationship Management for Canaccord
    
    Free
  - 4:00 PM - 4:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
- Mon 15
  - 9:00 AM - 9:45 AM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 10:00 AM - 11:00 AM PDT
    
    Reduce manual work and improve client engagement – AI Powered Productivity with IQ Boost, an iA Private Wealth class
    
    Free
  - 11:00 AM - 11:45 AM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 11:00 AM - 12:00 PM EDT
    
    Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
    
    Free
  - 11:30 AM - 12:30 PM EDT
    
    Maximizer 201 – Relationship Management Essentials for Canaccord
    
    Free
  - 1:00 PM - 1:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 2:00 PM - 2:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 3:00 PM - 3:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 4:00 PM - 4:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
- Tue 16
  - 8:00 AM - 9:00 AM PDT
    
    Client Data & Activity Management – Keeping records compliant, an iA Private Wealth class
    
    Free
  - 9:00 AM - 9:45 AM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 11:00 AM - 11:45 AM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 1:00 PM - 1:30 PM EDT
    
    Ask the Admin: 1-on-1 Dedicated Support
    
    Free
  - 1:00 PM - 1:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 1:00 PM - 4:30 PM EDT
    
    Introduction to Maximizer FSE for Wealth Advisors
    
    Free
  - 2:00 PM - 2:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 2:00 PM - 3:30 PM EDT
    
    Maximizer 101 – Foundations of Maximizer CRM for Canaccord
    
    Free
  - 3:00 PM - 3:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 4:00 PM - 4:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
- Wed 17
  - 9:00 AM - 9:45 AM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 11:00 AM - 11:45 AM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free

CRM Training Classes

Jun 2026

Fri 12

Mon 15

Tue 16

Wed 17