- This first installment of our free online training will cover how to get started with Maximizer Live CRM; and the basics of setting up your initial data.
Maximizer CRM 101 (Financial Advisors)
- This second installment of our free online training will look deeper into the functionality of this powerful; yet simple to use program.
Maximizer CRM 102 (Financial Advisors)
- The final installment of our free online training will round out your CRM skill set and turn you into a Maximizer Power User!
Maximizer CRM 103 (Financial Advisors)