by Melissa Chong | Jan 18, 2023 | Uncategorized
Getting your Client Profiles in OrderThis week we’re presenting MaxTips for Financial Advisors – a four-part series with key insights for Financial Advisors who are looking to a CRM to build and expand their book of business. Today we outline best practices for...
by Melissa Chong | Dec 12, 2022 | Uncategorized
Iain Black, President & CEO Delivers Keynote & Hosts Expert Panel It was an exciting week for everyone at Maximizer and the collective “MaxPack”. Employees and Partners came together to both celebrate and participate in some game-changing announcements for the...
by Melissa Chong | Aug 23, 2022 | Uncategorized
A better financial portfolio means happier clients, right? Despite a healthy bank account, customers are becoming increasingly self-empowered to switch providers. So what can you do to foster client retention? Why investors leave their advisors When surveyed, only 29%...
