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MAXIMIZER TRAINING ACADEMY
For Wealth Advisors and Administrators
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 Read More...
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 Read More...
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 Read More...
