MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For Wealth Advisors and Administrators

Denis Yuriev

Email training@maximizer.com

Classes from this trainer

Today

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

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    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Maximizer 101/201 – Foundations & Relationship Management for Canaccord

    Canaccord
    Canaccord

    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, Read More...

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    Free

  • Maximizer 101 – Foundations of Maximizer CRM for Canaccord

    Canaccord
    Canaccord

    Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...

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    Free

  • Maximizer 101 – Foundations of Maximizer CRM for Canaccord

    Canaccord
    Canaccord

    Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...

    Learn More
    Free

  • Maximizer 101 – Foundations of Maximizer CRM for Canaccord

    Canaccord
    Canaccord

    Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...

    Learn More
    Free

  • Maximizer 101/201 – Foundations & Relationship Management for Canaccord

    Canaccord
    Canaccord

    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, Read More...

    Learn More
    Free

  • Maximizer 101 – Foundations of Maximizer CRM for Canaccord

    Canaccord
    Canaccord

    Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...

    Learn More
    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Introduction to Maximizer FSE for Wealth Advisors

    End-Users, Financial Services Edition

    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...

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    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Maximize Your Productivity with IQ Boost™ for Wealth Advisors

    End-Users, Financial Services Edition

    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 Read More...

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    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Free