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DTEND;TZID=America/Toronto:20260625T094500
DTSTAMP:20260622T205946Z
CREATED:20260622T205946Z
LAST-MODIFIED:20260622T205946Z
UID:10000547-1782378000-1782380700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmVmZGU4ZWEtOGI3ZC00NjM0LTg2ODUtODIwYThiZmVhMDQ0%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmVmZGU4ZWEtOGI3ZC00NjM0LTg2ODUtODIwYThiZmVhMDQ0%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:20260624T160000
DTEND;TZID=America/Toronto:20260624T164500
DTSTAMP:20260622T204202Z
CREATED:20260622T204202Z
LAST-MODIFIED:20260622T204202Z
UID:10000536-1782316800-1782319500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDk5MjgxNGQtNDkwMC00N2FlLTkyMzctYTkzZjQ1MGVhNjZm%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDk5MjgxNGQtNDkwMC00N2FlLTkyMzctYTkzZjQ1MGVhNjZm%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:20260624T150000
DTEND;TZID=America/Toronto:20260624T154500
DTSTAMP:20260622T204436Z
CREATED:20260622T204436Z
LAST-MODIFIED:20260622T204436Z
UID:10000537-1782313200-1782315900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWQ4NWIwNzktZjBkYi00MDYyLWJjYmMtOWVmNmE1YjkyNmZi%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWQ4NWIwNzktZjBkYi00MDYyLWJjYmMtOWVmNmE1YjkyNmZi%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:20260624T140000
DTEND;TZID=America/Toronto:20260624T144500
DTSTAMP:20260622T204510Z
CREATED:20260622T204510Z
LAST-MODIFIED:20260622T204510Z
UID:10000538-1782309600-1782312300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTU1ODUyZWYtMzI4NC00YzM3LTliYmEtYzQ3NDM4ZGExYTkx%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTU1ODUyZWYtMzI4NC00YzM3LTliYmEtYzQ3NDM4ZGExYTkx%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:20260624T130000
DTEND;TZID=America/Toronto:20260624T143000
DTSTAMP:20260623T140629Z
CREATED:20260616T122236Z
LAST-MODIFIED:20260623T140629Z
UID:10000493-1782306000-1782311400@www.maximizer.com
SUMMARY:Maximizer 101 – Foundations of Maximizer CRM for Canaccord
DESCRIPTION: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. \nThis course is ideal for new users of Maximizer CRM\, advisory assistants\, operations staff\, and team members transitioning from legacy systems or manual processes. Participants will learn how to navigate the platform efficiently\, manage client records\, capture important interactions\, and customize their workspace for maximum productivity. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate real-world CRM workflows and best practices tailored to financial advisory teams. \nDuration: 90 Minutes \nAgenda: \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding the Maximizer data structure – Households\, Contacts & Companies\nCustomizing the interface\n\nManaging Client Records \n\nCreating new Household\, Contact\, and Company records\nSwitching between Household and Contact views\nUnderstanding the Details tab and Key Fields Lists\nEditing records and capturing client data\n\nCapturing Client Activity \n\nLogging and tracking interactions\nRecording calls and notes\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering Timeline activity\nSearching by user or interaction type\nSwitching Timeline views\nReviewing historical client activity
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg1NzQxM2YtMGQxYy00MmE1LThlY2MtOWZhNzllMTg4Njhh%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/12/19.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg1NzQxM2YtMGQxYy00MmE1LThlY2MtOWZhNzllMTg4Njhh%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:20260624T130000
DTEND;TZID=America/Toronto:20260624T134500
DTSTAMP:20260622T204618Z
CREATED:20260622T204618Z
LAST-MODIFIED:20260622T204618Z
UID:10000539-1782306000-1782308700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTgzZWZlYTItNzg4ZS00MGIzLTljNmItOTQ2Y2NhNWQzNDc5%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTgzZWZlYTItNzg4ZS00MGIzLTljNmItOTQ2Y2NhNWQzNDc5%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:20260624T130000
DTEND;TZID=America/Toronto:20260624T133000
DTSTAMP:20260615T203829Z
CREATED:20260417T160343Z
LAST-MODIFIED:20260615T203829Z
UID:10000282-1782306000-1782307800@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 \n  \n  \n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDg0NTMyYzItNGU0My00NWVlLTk3MjgtNDRjNGUwMDVjZWI4%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,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_ZDg0NTMyYzItNGU0My00NWVlLTk3MjgtNDRjNGUwMDVjZWI4%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:20260624T110000
DTEND;TZID=America/Toronto:20260624T114500
DTSTAMP:20260622T204821Z
CREATED:20260622T204821Z
LAST-MODIFIED:20260622T204821Z
UID:10000540-1782298800-1782301500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg3YmQ5YzAtZTU1ZC00NDM2LTg1ZGQtNDdmNWUwNjVkMDEx%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDg3YmQ5YzAtZTU1ZC00NDM2LTg1ZGQtNDdmNWUwNjVkMDEx%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:20260624T090000
DTEND;TZID=America/Toronto:20260624T094500
DTSTAMP:20260622T205042Z
CREATED:20260622T205042Z
LAST-MODIFIED:20260622T205042Z
UID:10000541-1782291600-1782294300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjRhNTA3NjYtZDUxNS00MzdiLTgzZTktNjdhMTBiMzM5Nzdh%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjRhNTA3NjYtZDUxNS00MzdiLTgzZTktNjdhMTBiMzM5Nzdh%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:20260623T160000
DTEND;TZID=America/Toronto:20260623T164500
DTSTAMP:20260617T200510Z
CREATED:20260617T200510Z
LAST-MODIFIED:20260617T200510Z
UID:10000535-1782230400-1782233100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjgxZDhiODktYjJiZi00MDNlLWI3NDAtYzZmM2UyNWE1OTU0%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjgxZDhiODktYjJiZi00MDNlLWI3NDAtYzZmM2UyNWE1OTU0%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:20260623T150000
DTEND;TZID=America/Toronto:20260623T154500
DTSTAMP:20260617T200638Z
CREATED:20260617T200638Z
LAST-MODIFIED:20260617T200638Z
UID:10000534-1782226800-1782229500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDBmMWVkYzAtZjNmNy00YTlmLWJjODAtNWVlM2ExNGU0YTM5%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDBmMWVkYzAtZjNmNy00YTlmLWJjODAtNWVlM2ExNGU0YTM5%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:20260623T140000
DTEND;TZID=America/Toronto:20260623T144500
DTSTAMP:20260617T200710Z
CREATED:20260617T200710Z
LAST-MODIFIED:20260617T200710Z
UID:10000533-1782223200-1782225900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjI1YzFjODUtOGQxMy00OGIzLWJjYzgtNzU0NWE2MTVkYzU2%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjI1YzFjODUtOGQxMy00OGIzLWJjYzgtNzU0NWE2MTVkYzU2%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:20260623T130000
DTEND;TZID=America/Toronto:20260623T163000
DTSTAMP:20260417T181414Z
CREATED:20260417T181156Z
LAST-MODIFIED:20260417T181414Z
UID:10000292-1782219600-1782232200@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 \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_MmFmNmJkZWUtYTZkMy00YmQ1LWFjMWYtYTZiZGU1NTMyZGU5%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_MmFmNmJkZWUtYTZkMy00YmQ1LWFjMWYtYTZiZGU1NTMyZGU5%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:20260623T130000
DTEND;TZID=America/Toronto:20260623T143000
DTSTAMP:20260616T131503Z
CREATED:20260616T121956Z
LAST-MODIFIED:20260616T131503Z
UID:10000492-1782219600-1782225000@www.maximizer.com
SUMMARY:Maximizer 101 – Foundations of Maximizer CRM for Canaccord
DESCRIPTION: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. \nThis course is ideal for new users of Maximizer CRM\, advisory assistants\, operations staff\, and team members transitioning from legacy systems or manual processes. Participants will learn how to navigate the platform efficiently\, manage client records\, capture important interactions\, and customize their workspace for maximum productivity. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor who will demonstrate real-world CRM workflows and best practices tailored to financial advisory teams. \nDuration: 90 Minutes \nAgenda: \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding the Maximizer data structure – Households\, Contacts & Companies\nCustomizing the interface\n\nManaging Client Records \n\nCreating new Household\, Contact\, and Company records\nSwitching between Household and Contact views\nUnderstanding the Details tab and Key Fields Lists\nEditing records and capturing client data\n\nCapturing Client Activity \n\nLogging and tracking interactions\nRecording calls and notes\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering Timeline activity\nSearching by user or interaction type\nSwitching Timeline views\nReviewing historical client activity
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWZkOGM1YTUtMjIyOC00MDk3LWI3ZWMtNmFjMzI4M2ZlNTc1%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/12/19.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWZkOGM1YTUtMjIyOC00MDk3LWI3ZWMtNmFjMzI4M2ZlNTc1%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:20260623T130000
DTEND;TZID=America/Toronto:20260623T134500
DTSTAMP:20260617T200738Z
CREATED:20260617T200738Z
LAST-MODIFIED:20260617T200738Z
UID:10000532-1782219600-1782222300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjRiMjUwMmMtZmQyMi00YTVkLTg2NGUtZjYyZmU0NDNhZmQ4%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjRiMjUwMmMtZmQyMi00YTVkLTg2NGUtZjYyZmU0NDNhZmQ4%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:20260623T110000
DTEND;TZID=America/Toronto:20260623T120000
DTSTAMP:20260528T161626Z
CREATED:20260522T134828Z
LAST-MODIFIED:20260528T161626Z
UID:10000356-1782212400-1782216000@www.maximizer.com
SUMMARY:Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
DESCRIPTION:Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. \nParticipants will learn how to create and manage Opportunities\, track deal progression\, visualize pipeline activity\, and maintain accurate opportunity data throughout the sales process. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nUnderstanding Opportunities \n\nWhat Opportunities are and why teams use them\nUnderstanding pipeline management concepts\nChoosing the appropriate process\n\nManaging Opportunity Records \n\nCreating Opportunities\nEditing Opportunity details\nUsing Key Fields effectively\nMoving Opportunities between stages\n\nPipeline Visibility & Activity Tracking \n\nSwitching between List View and Kanban Board\nManaging pipeline visibility\nLogging interactions against Opportunities\nTracking activity and follow-ups\n\n 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWYzYjliOTMtMjlkNC00MzQzLThiYmYtZWYyNjc5MzU3ZmEy%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-headers-Fin-Serv-Loyalty.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWYzYjliOTMtMjlkNC00MzQzLThiYmYtZWYyNjc5MzU3ZmEy%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:20260623T110000
DTEND;TZID=America/Toronto:20260623T114500
DTSTAMP:20260617T200822Z
CREATED:20260617T200822Z
LAST-MODIFIED:20260617T200822Z
UID:10000531-1782212400-1782215100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmE0Y2IwN2EtN2VkZi00ODM0LWE3NzItNzQxMmQ3MTBiZmUy%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmE0Y2IwN2EtN2VkZi00ODM0LWE3NzItNzQxMmQ3MTBiZmUy%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:20260623T090000
DTEND;TZID=America/Toronto:20260623T094500
DTSTAMP:20260617T200850Z
CREATED:20260617T200850Z
LAST-MODIFIED:20260617T200850Z
UID:10000530-1782205200-1782207900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTc4ZDZkZjctMDUxYy00OTE2LWFhOWMtNjlmY2UyNmI3ZmMw%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTc4ZDZkZjctMDUxYy00OTE2LWFhOWMtNjlmY2UyNmI3ZmMw%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:20260622T160000
DTEND;TZID=America/Toronto:20260622T164500
DTSTAMP:20260617T195311Z
CREATED:20260617T195311Z
LAST-MODIFIED:20260617T195311Z
UID:10000524-1782144000-1782146700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2IwZDg5ZjUtZGY1OS00NDI4LWJmMzQtYzY5M2E5ZjVlZmJh%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2IwZDg5ZjUtZGY1OS00NDI4LWJmMzQtYzY5M2E5ZjVlZmJh%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:20260622T150000
DTEND;TZID=America/Toronto:20260622T154500
DTSTAMP:20260617T195429Z
CREATED:20260617T195429Z
LAST-MODIFIED:20260617T195429Z
UID:10000525-1782140400-1782143100@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTk5YzlmNTUtM2VhNi00YTI4LTkxYjMtNzI1MzM3NzNiM2Zh%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZTk5YzlmNTUtM2VhNi00YTI4LTkxYjMtNzI1MzM3NzNiM2Zh%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:20260622T140000
DTEND;TZID=America/Toronto:20260622T144500
DTSTAMP:20260617T195513Z
CREATED:20260617T195513Z
LAST-MODIFIED:20260617T195513Z
UID:10000526-1782136800-1782139500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWNjNzQzNGEtOWEyZC00MzEzLThmYTAtYTY5NzdiZWI3Nzg5%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWNjNzQzNGEtOWEyZC00MzEzLThmYTAtYTY5NzdiZWI3Nzg5%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:20260622T130000
DTEND;TZID=America/Toronto:20260622T140000
DTSTAMP:20260522T134527Z
CREATED:20260522T134527Z
LAST-MODIFIED:20260522T134527Z
UID:10000353-1782133200-1782136800@www.maximizer.com
SUMMARY:Maximizer 303 – Leads Management in Maximizer for Canaccord
DESCRIPTION: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. \nParticipants will learn how to manage leads consistently\, capture engagement activity\, and convert qualified leads into active opportunities. \nDuration: 50 Minutes \nPrerequisite:\nMaximizer 101 – Foundations of Maximizer CRM for Canaccord\nMaximizer 201 – Relationship Management Essentials for Canaccord \nAgenda: \nCreating & Managing Leads \n\nCreating a new Lead\nEditing and updating Lead information\nUnderstanding Lead management workflows\n\nCapturing Lead Activity \n\nLogging interactions and activities\nRecording notes and communications\nTracking follow-up tasks\n\nLead Conversion \n\nMoving Leads through the process\nConverting Leads\nCreating Opportunities from qualified Leads
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGFkNzBmN2UtZGNhZS00ZGE1LWI1YjQtNDg0NDZmNGU0NmU1%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/2025.09.16_maximizer-blog-headers-copy06.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZGFkNzBmN2UtZGNhZS00ZGE1LWI1YjQtNDg0NDZmNGU0NmU1%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:20260622T130000
DTEND;TZID=America/Toronto:20260622T134500
DTSTAMP:20260617T195542Z
CREATED:20260617T195542Z
LAST-MODIFIED:20260617T195542Z
UID:10000527-1782133200-1782135900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTlkOGYxNDMtMDI1My00YTgwLTk2YmQtN2Q1YzVmNGVlMTVm%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTlkOGYxNDMtMDI1My00YTgwLTk2YmQtN2Q1YzVmNGVlMTVm%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:20260622T110000
DTEND;TZID=America/Toronto:20260622T114500
DTSTAMP:20260617T195636Z
CREATED:20260617T195636Z
LAST-MODIFIED:20260617T195636Z
UID:10000528-1782126000-1782128700@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://www.maximizer.com/class/maximizer-kickoff-call-for-canaccord-97/
CATEGORIES:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://www.maximizer.com/class/maximizer-kickoff-call-for-canaccord-97/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260622T090000
DTEND;TZID=America/Toronto:20260622T094500
DTSTAMP:20260617T195704Z
CREATED:20260617T195704Z
LAST-MODIFIED:20260617T195704Z
UID:10000529-1782118800-1782121500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDIwNGUyMmYtNDdkOC00MDU1LWFlNmEtYjhhZjVlOWM2ZjY3%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDIwNGUyMmYtNDdkOC00MDU1LWFlNmEtYjhhZjVlOWM2ZjY3%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:20260619T160000
DTEND;TZID=America/Toronto:20260619T164500
DTSTAMP:20260609T162346Z
CREATED:20260609T162346Z
LAST-MODIFIED:20260609T162346Z
UID:10000461-1781884800-1781887500@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmQ2MGE4ZmItMWZmZi00YjgwLTg0NGMtNDE4MDQ3ZmIwZGJj%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmQ2MGE4ZmItMWZmZi00YjgwLTg0NGMtNDE4MDQ3ZmIwZGJj%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:20260619T150000
DTEND;TZID=America/Toronto:20260619T154500
DTSTAMP:20260609T162323Z
CREATED:20260609T162323Z
LAST-MODIFIED:20260609T162323Z
UID:10000460-1781881200-1781883900@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWU0YWRiZTEtM2YyYi00OTk2LWI4N2MtNGZiMGM2MjVhOTg5%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWU0YWRiZTEtM2YyYi00OTk2LWI4N2MtNGZiMGM2MjVhOTg5%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:20260619T140000
DTEND;TZID=America/Toronto:20260619T144500
DTSTAMP:20260609T162237Z
CREATED:20260609T162237Z
LAST-MODIFIED:20260609T162237Z
UID:10000459-1781877600-1781880300@www.maximizer.com
SUMMARY:Maximizer Kickoff Call for Canaccord
DESCRIPTION: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. \nThe goal for this call is to confirm that all required technical configurations and data migrations have been completed successfully. This includes validating user access\, configuring Outlook integration\, confirming Salesforce and back-office data migration\, and reviewing overall system readiness prior to training. \nIMPORTANT: While only one representative from the advisory team is required to attend the kickoff session\, all team members are welcome to join. \nThis session also serves as an introduction to the Maximizer Training Academy\, where participants will receive guidance on recommended courses\, onboarding pathways\, and best practices to help their team fully embrace Maximizer CRM. \nThroughout the session\, participants will work alongside a Maximizer specialist who will validate system setup\, answer questions\, and provide recommendations tailored to the advisory team’s workflow and transition requirements. \nDuration: 45 Minutes
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Mjg0MzlhNDgtNjJkMy00MzBkLTg3ZjItZDBmYTMxY2Q5YTc1%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:Kickoff Call
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/09/2025.07.29_BlogImage-copy.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Mjg0MzlhNDgtNjJkMy00MzBkLTg3ZjItZDBmYTMxY2Q5YTc1%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:20260619T130000
DTEND;TZID=America/Toronto:20260619T153000
DTSTAMP:20260617T162743Z
CREATED:20260522T141326Z
LAST-MODIFIED:20260617T162743Z
UID:10000364-1781874000-1781883000@www.maximizer.com
SUMMARY:Maximizer 101/201 - Foundations & Relationship Management for Canaccord
DESCRIPTION:Welcome to Maximizer 101/201\, a comprehensive training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session combines foundational CRM concepts with practical relationship management workflows\, helping advisors and support teams confidently manage client information\, interactions\, searches\, and related records within Maximizer. \nParticipants will learn how to navigate the platform efficiently\, maintain and organize client records\, capture important interactions\, retrieve information quickly using advanced search tools\, and better understand relationships between households\, contacts\, and related entities. The course also introduces workspace customization and productivity techniques designed to improve day-to-day CRM efficiency. \nThroughout the session\, participants will work directly within the Maximizer environment while guided by an experienced instructor demonstrating real-world workflows and best practices tailored to financial advisory teams. \nDuration: 2 Hours 20 Minutes \nAgenda \nNavigation & Interface Setup \n\nLogging in to Maximizer\nUnderstanding Households\, Contacts & Companies\nCustomizing the Maximizer interface\n\nManaging Client Records \n\nCreating and editing records\nUnderstanding key fields and details tabs\nCapturing and maintaining client information\n\nCapturing Client Activity \n\nRecording calls\, notes\, and interactions\nAdding files and documentation\nScheduling tasks and follow-ups\n\nWorking with the Timeline \n\nFiltering and reviewing activity\nSearching by interaction type or user\nReviewing historical client activity\n\nSearching & Retrieving Information \n\nUsing Quick Search effectively\nCreating and saving Advanced Searches\nManaging search results and Quick Access icons\n\nRelationship Management \n\nUnderstanding Family Tree functionality\nCreating Related Entries and relationships
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDkyNjA4MzgtM2Q2Zi00ODEyLWI5M2QtYTY1NWNlM2UzYWJm%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:Canaccord
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2026/01/28.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDkyNjA4MzgtM2Q2Zi00ODEyLWI5M2QtYTY1NWNlM2UzYWJm%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:20260619T130000
DTEND;TZID=America/Toronto:20260619T143000
DTSTAMP:20260519T235410Z
CREATED:20260417T222739Z
LAST-MODIFIED:20260519T235410Z
UID:10000317-1781874000-1781879400@www.maximizer.com
SUMMARY:Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine
DESCRIPTION:Le 20 mars de 13h à 14h30  \nBienvenue dans Maximizer Édition services financiers (ESF)\, la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu cette introduction complète de 90 minutes à IQ Boost™ pour les conseillers en patrimoine afin d’apprendre aux participants à utiliser IQ Boost™ pour identifier plus rapidement les opportunités de croissance et offrir une expérience client exceptionnelle sans perdre des heures à éplucher les dossiers CRM.  \nCe cours est recommandé aux conseillers en gestion de patrimoine qui utilisent Maximizer depuis un certain temps et qui recherchent les dernières façons d’exploiter l’IA pour se faciliter la vie au travail.  \nPour les nouveaux utilisateurs de Maximizer ESF\, il est conseillé de suivre d’abord notre cours d’introduction à Maximizer ESF pour les conseillers en gestion de patrimoine\, afin de tirer le meilleur parti du cours IQ Boost™.  \nDans ce cours\, vous serez guidé à travers 4 activités par un formateur expérimenté\, fort de nombreuses années d’expérience concrète en CRM. Le formateur abordera quatre des principaux moyens par lesquels IQ Boost™ peut vous faire gagner un temps précieux et créer de nouvelles opportunités.  \nOrdre du jour:  \n\nQu’est-ce qu’IQ Boost et comment optimiser son efficacité ? – Description d’IQ Boost \n\n\nFonctionnalités du Centre de conformité et de sécurité d’IQ Boost : Anonymisation\, IA utilisée\, Source des données\, Périmètre des données\, Types de données \n\n\nActivité n° 1: Suivre les activités de vos clients \n\n\nActivité n° 2: Générer un résumé chronologique \n\n\nActivité n° 3: Générer un résumé du ménage \n\n\nActivité n° 4: Se préparer à une réunion \n\n\nActivité n° 5 : Trouver un client à l’aide de l’application mobile – Exercice sur l’application mobile \n\nPrérequis suggéré: Introduction à Maximizer ESF pour les conseillers en gestion de patrimoine  \nCode du cours: FSE-203  \nDurée: 90 minutes  \nType de cours: Formation des utilisateurs finaux 
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWU3NDUzOTMtMjJlNy00ODY0LWEyMmUtZTIzNDljZDBiNDQ3%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,French
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/10/maximizer-blog-IQ_Boost.jpg
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWU3NDUzOTMtMjJlNy00ODY0LWEyMmUtZTIzNDljZDBiNDQ3%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
END:VCALENDAR