MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For Wealth Advisors and Administrators

Luis Martinez

Email training@maximizer.com

Classes from this trainer

Today

  • 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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    Register Now Free 10 spots left
  • Visual representation of CRM system exchanging data with marketing, sales, CRM API Integration, and support tools via API

    Maximizer 303 – Leads Management in Maximizer for Canaccord

    Canaccord
    Canaccord

    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 Read More...

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    Register Now Free 8 spots left

  • Maximizer 304 – Managing Pipeline in Maximizer for Canaccord

    Canaccord
    Canaccord

    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 Read More...

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    Register Now Free 9 spots left

  • 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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    Currently full 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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    Register Now Free 8 spots left

  • 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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    Register Now Free 7 spots left

  • 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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    Register Now Free 8 spots left

  • 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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    Register Now Free 8 spots left