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CREATED:20250725T175900Z
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UID:10000021-1756472400-1756479600@www.maximizer.com
SUMMARY:Client Management
DESCRIPTION:Streamline your client interactions and stay organized with Maximizer’s communication and task management features. This class covers logging interactions\, managing tasks\, scheduling appointments\, and using action plans to automate repetitive processes. Perfect for advisors who want to enhance their client service and follow-up capabilities. \nAgenda: \n• Logging Interactions: calls\, meetings\, and client touchpoints\n• Adding new Interaction types for specialized activities\n• Making and receiving calls through Maximizer\n• Adding Notes and Files to client records\n• Task management: creating\, assigning\, and reassigning tasks\n• Viewing completed vs. pending tasks\n• Managing tasks for individuals or teams\n• Scheduling appointments and adding attendees\n• Setting up email notifications for appointments \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-102 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjUwZmJjMTktMGVlMC00N2ViLWJkN2QtYmZhZjBlYjM3YjA0%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_5-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjUwZmJjMTktMGVlMC00N2ViLWJkN2QtYmZhZjBlYjM3YjA0%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:20250807T150000
DTEND;TZID=America/Toronto:20250807T170000
DTSTAMP:20260423T034104
CREATED:20250805T173156Z
LAST-MODIFIED:20250814T231558Z
UID:10000093-1754578800-1754586000@www.maximizer.com
SUMMARY:Client Management
DESCRIPTION:Streamline your client interactions and stay organized with Maximizer’s communication and task management features. This class covers logging interactions\, managing tasks\, scheduling appointments\, and using action plans to automate repetitive processes. Perfect for advisors who want to enhance their client service and follow-up capabilities. \nAgenda: \n• Logging Interactions: calls\, meetings\, and client touchpoints\n• Adding new Interaction types for specialized activities\n• Making and receiving calls through Maximizer\n• Adding Notes and Files to client records\n• Task management: creating\, assigning\, and reassigning tasks\n• Viewing completed vs. pending tasks\n• Managing tasks for individuals or teams\n• Scheduling appointments and adding attendees\n• Setting up email notifications for appointments \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-102 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://www.maximizer.com/class/client-management-3/
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_5-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/client-management-3/
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