Maximizer CRM

Maximizer Kickoff Call for Canaccord
2026-07-02 16:00 - 16:45 (America/Toronto) | https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTQwZjdjMDEtOTM0Ny00NDdhLWI3NTktYThhZDNhOGIwODlj%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
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 validating user access, configuring Outlook integration, confirming Salesforce and back-office data migration, and reviewing overall system readiness prior to training.
IMPORTANT: While only one representative from the advisory team is required to attend the kickoff session, all team members are welcome to join.
This 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.
Throughout 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.
Duration: 45 Minutes

Maximizer 301 – IQ Boost for Canaccord
2026-07-02 16:00 - 17:00 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTI1NTMxYzEtNzAzNy00NzJhLWJmNGUtNmMzZjc2ZTczNGI4%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
Maximizer 301 – IQ Boost introduces users to Maximizer’s intelligent productivity tools designed to help Canaccord advisory teams prepare for meetings faster, uncover important client insights, and improve overall efficiency.
Participants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity.
Duration: 50 Minutes
Prerequisites:
Maximizer 101 – Foundations of Maximizer CRM for Canaccord
Maximizer 201 – Relationship Management Essentials for Canaccord
Agenda:
Household Summaries

Generating Household Summaries
Understanding key insights and information
Reviewing recent activity and engagement

Preparing for Client Meetings

Using summaries to prepare for meetings
Reviewing important client details and activities
Identifying opportunities and follow-ups

Timeline Intelligence

Generating Timeline Summaries
Reviewing interaction history efficiently
Asking questions using summary tools

Maximizer Kickoff Call for Canaccord
2026-07-03 09:00 - 09:45 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjIxNzQ4N2UtNGY5Ni00YmQ0LWJhZWQtZTJkNmQ4NDNkZWQ0%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

Maximizer 302 – Working in Outlook and Maximizer for Canaccord
2026-07-03 11:00 - 12:00 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWQ0OTc4ZjctOTNiOC00MTJhLWJjYjAtMzUwOWQyMDQ1NTI0%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
Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management.
Participants will learn how to save important communications, create leads, manage tasks, and access Maximizer information directly from Outlook.
Duration: 50 Minutes
Prerequisite:
Maximizer 101 – Foundations of Maximizer CRM for Canaccord
Maximizer 201 – Relationship Management Essentials for Canaccord
Agenda:
Maximizer & Outlook Integration

Logging in to Maximizer from Outlook
Understanding the Outlook integration interface

Managing Emails & Activities

Saving emails to Maximizer
Creating Leads from email communications
Adding notes and call logs
Creating and assigning tasks
Scheduling appointments

Managing Records in Outlook

Viewing record summaries and timelines
Reviewing record details
Editing records directly from Outlook

Maximizer Kickoff Call for Canaccord
2026-07-03 13:00 - 13:45 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTQ5NThjNTctN2VmNC00ZWIzLWEzZWQtYTY0NDNiMTE3Mjli%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

Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine
2026-07-03 13:00 - 14:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGQwOTA1OGMtNmFlOC00MTE4LWI5MzItOTczMzEyODMxODM4%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
Le 20 mars de 13h à 14h30
Bienvenue 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.
Ce 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.
Pour 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™.
Dans 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.
Ordre du jour:

Qu’est-ce qu’IQ Boost et comment optimiser son efficacité ? – Description d’IQ Boost

Fonctionnalités du Centre de conformité et de sécurité d’IQ Boost : Anonymisation, IA utilisée, Source des données, Périmètre des données, Types de données

Activité n° 1: Suivre les activités de vos clients

Activité n° 2: Générer un résumé chronologique

Activité n° 3: Générer un résumé du ménage

Activité n° 4: Se préparer à une réunion

Activité n° 5 : Trouver un client à l’aide de l’application mobile – Exercice sur l’application mobile

Prérequis suggéré: Introduction à Maximizer ESF pour les conseillers en gestion de patrimoine
Code du cours: FSE-203
Durée: 90 minutes
Type de cours: Formation des utilisateurs finaux

Maximizer 101/201 - Foundations & Relationship Management for Canaccord
2026-07-03 15:00 - 17:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjNlZmI4NjYtNzE1Zi00MzNiLTljMmEtNGU3YTMzYzgyMjg0%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
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.
Participants 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.
Throughout 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.
Duration: 2 Hours 20 Minutes
Agenda
Navigation & Interface Setup

Logging in to Maximizer
Understanding Households, Contacts & Companies
Customizing the Maximizer interface

Managing Client Records

Creating and editing records
Understanding key fields and details tabs
Capturing and maintaining client information

Capturing Client Activity

Recording calls, notes, and interactions
Adding files and documentation
Scheduling tasks and follow-ups

Working with the Timeline

Filtering and reviewing activity
Searching by interaction type or user
Reviewing historical client activity

Searching & Retrieving Information

Using Quick Search effectively
Creating and saving Advanced Searches
Managing search results and Quick Access icons

Relationship Management

Understanding Family Tree functionality
Creating Related Entries and relationships

Maximizer Kickoff Call for Canaccord
2026-07-03 16:00 - 16:45 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzEyNTcwNjQtMGJkYy00ZjA1LWJlMTAtYmU0NTU0NGE0NDEx%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

Maximizer 302 – Working in Outlook and Maximizer for Canaccord
2026-07-06 10:00 - 11:00 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTg4ODk1MDItNWVkYS00YjU0LWI5MWItNDY4NmQ5ZDhiOTBm%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

Maximizer 101 – Foundations of Maximizer CRM for Canaccord
2026-07-06 11:30 - 13:00 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2I2ZWVhYjQtYzk1Ni00NzYyLThmNWEtZmQ1OTZiMzcxNGYy%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
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, 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.
Throughout 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.
Duration: 90 Minutes
Agenda:
Navigation & Interface Setup

Logging in to Maximizer
Understanding the Maximizer data structure – Households, Contacts & Companies
Customizing the interface

Managing Client Records

Creating new Household, Contact, and Company records
Switching between Household and Contact views
Understanding the Details tab and Key Fields Lists
Editing records and capturing client data

Capturing Client Activity

Logging and tracking interactions
Recording calls and notes
Adding files and documentation
Scheduling tasks and follow-ups

Working with the Timeline

Filtering Timeline activity
Searching by user or interaction type
Switching Timeline views
Reviewing historical client activity

Maximizer 201 – Relationship Management Essentials for Canaccord
2026-07-06 17:00 - 18:00 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDNkNTFlNWYtM2FiNi00OTY5LWJkMjYtYjc0MDBjNjdlMzFi%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
Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques, relationship mapping, and methods for organizing and retrieving information quickly.
Participants will learn how to create reusable searches, improve data visibility, and better understand relationships between contacts, households, and related entities.
This course is recommended for users who are comfortable with the basics of Maximizer and are ready to improve efficiency and data management practices.
Duration: 50 Minutes
Prerequisite: Maximizer 101 – Foundations of Maximizer CRM for Canaccord
Agenda:
Searching & Retrieving Information

Using Quick Search to locate records
Understanding search best practices
Finding client information quickly and efficiently

Advanced Search Techniques

Creating Advanced Searches
Saving and cataloging searches
Creating Quick Access icons for saved searches
Retrieving and managing search results

Relationship Management

Understanding Family Tree functionality
Creating Family Tree relationships
Adding and managing Related Entries
Displaying Related Entries within Family Tree views

Maximizer 101 – Foundations of Maximizer CRM for Canaccord
2026-07-07 10:30 - 12:00 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWZiYzJkOTYtMmZlZi00M2YwLWJjNGUtZWE5MWIyOTgyOTFi%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

Ask the Admin: 1-on-1 Dedicated Support
2026-07-07 13:00 - 13:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmM4NmUwN2EtNDg3MC00MTY3LWI3ZjYtNDRjY2UyYmJmNTE1%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
A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Time: 30 minutes
Cost: Free
Class Code: MAX-000

Introduction to Maximizer FSE for Wealth Advisors
2026-07-07 13:00 - 16:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTAxZWU4ZWUtNjNhMi00NjZmLWFlMjYtNjkxZWIxZWU0M2Vk%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
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 Sales Leader editions, and even current Maximizer FSE users who may need a refresher or to learn something new.
You 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.
As 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.
Agenda:
Lesson 1 – Terminology, Navigation & User Setup
Customize your Maximizer display and preferences
Create New Household, Contact & Company records
Use Search to find what you’re looking for
Create and Manage Favorite Lists
Lesson 2 – Keeping Client Records up to date and compliant
Create an Account record
Track your Client Activities
Work in Outlook and Maximizer together
Lesson 3 – Managing your business effectively
Change your Column View Setup
Create a Custom Column View
Time: 210 minutes
Preferred Environment: Two monitors – one for practice and one for the User Guide
Class Code: FSE-101
Class Type: End-User Training Class

Maximizer 301 – IQ Boost for Canaccord
2026-07-07 16:00 - 17:00 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODhhMzNjZGUtOTYxOS00MzM1LTkyZjctM2NjN2ViNjc1Nzlj%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

Maximizer 201 – Relationship Management Essentials for Canaccord
2026-07-08 11:30 - 12:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTBkMmIyYmMtNjRmYi00YmIwLWE3OGYtMmY2NTM3MTRlZGI3%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

Ask the Admin: 1-on-1 Dedicated Support
2026-07-09 13:00 - 13:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGVlOGFlZmQtNzM3My00YjRlLTllM2EtYmUxNTMwYzQyMmI3%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

Maximizer 303 – Leads Management in Maximizer for Canaccord
2026-07-09 13:00 - 14:00 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDEyNWJjZmMtNjFhYy00MzBhLWEzMTAtMWFhZGI3MjkyMmE1%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
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 CRM for Canaccord
Maximizer 201 – Relationship Management Essentials for Canaccord
Agenda:
Creating & Managing Leads

Creating a new Lead
Editing and updating Lead information
Understanding Lead management workflows

Capturing Lead Activity

Logging interactions and activities
Recording notes and communications
Tracking follow-up tasks

Lead Conversion

Moving Leads through the process
Converting Leads
Creating Opportunities from qualified Leads

Maximize Your Productivity with IQ Boost™ for Wealth Advisors
2026-07-09 13:00 - 14:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWNjMWQ5OTMtNjQ2Mi00MzkyLTgxN2ItNWE0MzQzNDk5MjIw%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
Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 90-minute comprehensive, Introduction to IQ Boost™ for Wealth Advisors, to teach students how to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records.
This class is recommended for wealth advisors who have been using Maximizer for a while and are looking for the latest ways to leverage AI to make their work life easier.
For brand new users of Maximizer FSE, you may want to consider taking our Introduction to Maximizer FSE for Wealth Advisors class first, to get maximum value out of the IQ Boost™class.
In this class, you will be guided through 5 activities with a senior instructor with many years of real-world CRM experience leading the way. The instructor will cover four of the key ways in which IQ Boost™ can save you valuable time and create new opportunities.
Agenda:

What is IQ Boost and how to maximize it’s effectiveness? – Description of IQ Boost
IQ Boost Compliance & Security Center features: Anonymizer, AI in use, Data Source, Data Scope, Data Types
Activity #1: Track your client activities
Activity #2: Generate a Timeline Summary
Activity #3: Generate a Household Summary
Activity #4: Prepare for a Meeting
Activity #5: Find a client using the Maximizer Mobile App

Suggested Prerequisite: Introduction to Maximizer FSE for Wealth Advisors
Class Code: FSE-203
Duration: 90 mins
Class Type: End-User Training Class

Maximizer 101 – Foundations of Maximizer CRM for Canaccord
2026-07-09 14:00 - 15:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDRjYjNiYjMtNGNkMi00ODRhLWIyNjQtZDU4YmU0YmRhY2Q1%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

Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
2026-07-10 11:00 - 12:00 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWE2YzljMWUtMmQ2NC00YWZkLWJhZDEtZTE4NDRmY2U0ZjQ1%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
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 Canaccord
Maximizer 201 – Relationship Management Essentials for Canaccord
Agenda:
Understanding Opportunities

What Opportunities are and why teams use them
Understanding pipeline management concepts
Choosing the appropriate process

Managing Opportunity Records

Creating Opportunities
Editing Opportunity details
Using Key Fields effectively
Moving Opportunities between stages

Pipeline Visibility & Activity Tracking

Switching between List View and Kanban Board
Managing pipeline visibility
Logging interactions against Opportunities
Tracking activity and follow-ups

Maximizer 101/201 - Foundations & Relationship Management for Canaccord
2026-07-10 13:00 - 15:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGVhNjUxNzQtNzAzOC00ZTEyLThkN2QtNDFiYThkMjQwNDFj%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

Maximizer 101 – Foundations of Maximizer CRM for Canaccord
2026-07-13 10:00 - 11:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGVlYTE2YjUtNThlOC00ZGUwLWI4ZGMtZTljOTQ5M2YyY2Ux%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

Maximizer 303 – Leads Management in Maximizer for Canaccord
2026-07-13 13:00 - 14:00 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_OThiMGZiOTctOGE3ZC00ODRjLWFkOWYtNTdhYzU1NTUyMjhi%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

Introduction to Maximizer FSE for Wealth Advisors
2026-07-14 13:00 - 16:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODM5NjQ5NWYtMTY0NS00MDgzLTkzNzgtMzk2NzAzMDI1ZjA3%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

Maximizer 201 – Relationship Management Essentials for Canaccord
2026-07-14 16:00 - 17:00 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTRlZTY3ZWMtZTBkMi00MmY5LTkyNTgtNzNkNmZhMTVhOWQ0%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

Maximizer 101 – Foundations of Maximizer CRM for Canaccord
2026-07-15 10:00 - 11:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDMwMDFkZTQtYjJhOC00MjI5LWExNTYtOGZmYjY4MDI1MzA5%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

Maximizer 301 – IQ Boost for Canaccord
2026-07-15 16:00 - 17:00 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YzUzOWY4N2EtNjVjMi00OTU3LWJlZjUtNGU0ZmQwZTQ2YTkz%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

Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
2026-07-16 11:00 - 12:00 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWQ5OWVhMTQtNjIwNS00YzkwLTlmMDctMWM4OGIxOTIwYzFk%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

Maximize Your Productivity with IQ Boost™ for Wealth Advisors
2026-07-16 13:00 - 14:30 | https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODk3ZmUwZjEtN2JjYi00OGE1LTgwNTQtZTMyODlmOGQxMTQ0%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
