MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For Wealth Advisors and Administrators

  • Maximizer 101 – Foundations of Maximizer CRM for Canaccord

    Canaccord

    Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...

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    Register Now Free 10 spots left
  • Maximizer 101 – Foundations of Maximizer CRM for Canaccord

    Canaccord

    Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...

    Learn More
    Register Now Free 10 spots left