MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For administrators, end-users, and sales leaders

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1 class 1 1 class, 1 4:00 PM - 4:30 PM Ask the Admin: 1-on-1 Dedicated Support December 1 @ 4:00 PM - 4:30 PM EST Ask the Admin: 1-on-1 Dedicated Support A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. Free	1 class 2 1 class, 2 1:00 PM - 4:30 PM Introduction to Maximizer FSE for Wealth Advisors December 2 @ 1:00 PM - 4:30 PM EST Introduction to Maximizer FSE for Wealth Advisors 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... Free	0 classes 3 0 classes, 3	1 class 4 1 class, 4 3:00 PM - 5:00 PM Advanced Client Management – Accounts, Client Service, and Leads December 4 @ 3:00 PM - 5:00 PM EST Advanced Client Management – Accounts, Client Service, and Leads Dive deep into Maximizer's advanced client management features designed for financial services. This class covers the complete lifecycle of client relationships from lead generation through account management and ongoing client service. Administrators will learn to configure and optimize these modules for their organization's specific needs. Free	0 classes 5 0 classes, 5	0 classes 6 0 classes, 6	0 classes 7 0 classes, 7
1 class 8 1 class, 8 4:00 PM - 4:30 PM Ask the Admin: 1-on-1 Dedicated Support December 8 @ 4:00 PM - 4:30 PM EST Ask the Admin: 1-on-1 Dedicated Support A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. Register Now Free	0 classes 9 0 classes, 9	1 class 10 1 class, 10 11:00 AM - 11:30 AM Ask the Admin: 1-on-1 Dedicated Support December 10 @ 11:00 AM - 11:30 AM EST Ask the Admin: 1-on-1 Dedicated Support A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. Register Now Free	0 classes 11 0 classes, 11	1 class 12 1 class, 12 1:00 PM - 1:30 PM Ask the Admin: 1-on-1 Dedicated Support December 12 @ 1:00 PM - 1:30 PM EST Ask the Admin: 1-on-1 Dedicated Support A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. Currently full Free	0 classes 13 0 classes, 13	0 classes 14 0 classes, 14
0 classes 15 0 classes, 15	1 class 16 1 class, 16 1:00 PM - 1:30 PM Ask the Admin: 1-on-1 Dedicated Support December 16 @ 1:00 PM - 1:30 PM EST Ask the Admin: 1-on-1 Dedicated Support A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. Register Now Free	0 classes 17 0 classes, 17	0 classes 18 0 classes, 18	0 classes 19 0 classes, 19	0 classes 20 0 classes, 20	0 classes 21 0 classes, 21
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