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MAXIMIZER TRAINING ACADEMY
For Wealth Advisors and Administrators
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. Participants will learn how to manage leads consistently, capture engagement activity, and convert qualified leads into active opportunities. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. Participants will learn how to create and manage Opportunities, track deal progression, visualize pipeline activity, and maintain accurate opportunity data throughout the sales process. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
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...
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. This class is recommended for brand new users of Maximizer FSE, existing Maximizer users transitioning from our Base or Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
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...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
Welcome to the Maximizer CRM Kickoff Call for Canaccord Genuity advisory teams. This essential onboarding session is designed to ensure your team is fully prepared to begin using Maximizer CRM successfully and confidently. The goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes Read More...
