Maximizer Training Programs

Introduction to Maximizer FSE for Financial Advisors

• Getting to Know Maximizer - Logging In, the Main Page and Key Terms
• Lesson #1: Customize your Maximizer Display and Preferences​
• Lesson #2: Create a New Household, Contacts and Company
• Lesson #3: Use Search to Find What You're Looking For
• Lesson #4: Create and Manage Your Favorite Lists
• Lesson #5: Create a New Account

See all 11 articles

Maximize Your Productivity with IQ Boost for Wealth Advisors

• Exercise #1: Track Your Client Activities
• Exercise #2: Generate a Timeline Summary
• Exercise #3: Generate a Household Summary
• Exercise #4: Prepare for a meeting
• Exercise #5: Find a client using the Maximizer Mobile App - Mobile App exercise

Turn Email into Action: Maximizer in Outlook 365

• Pre-requisite: Installing, Logging In and Pinning the Maximizer CRM for Outlook App
• Save an email to a Maximizer record
• Turn on Sync Capabilities
• Create a Lead from an email
• View your Timeline of Client Interactions
• Search for Maximizer Entries

See all 8 articles