Free Webinar: ‘CRM – A Personal Branding Tool’ Offers Critical Insights for Financial Services Professionals

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Giving financial services professionals the critical tools needed to develop and manage a positive personal brand, Maximizer Software, provider of simple, accessible on-premise and cloud-based CRM and mobile CRM solutions, is offering a free webinar on Thursday, June 30 at 10 a.m. PDT.

Giving financial services professionals the critical tools needed to develop and manage a positive personal brand, Maximizer Software, provider of simple, accessible on-premise and cloud-based CRM and mobile CRM solutions, is offering a free webinar on Thursday, June 30 at 10 a.m. PDT.

The webinar will showcase how building a positive personal brand image enables financial services professionals to stand out from the crowd, reflect values, personality and expertise and increase credibility by providing exceptional client service.

WHAT: Webinar: Maximizer CRM – A Personal Branding Tool for Financial Advisors
Attendees will gain critical insights into leveraging Maximizer® CRM 11’s powerful
features to develop and manage their personal brand and client experience, including:

  •     Managing client and prospect profiles to increase targeted marketing & sales effectiveness
  •     Enhancing level of client communication with personalized messages and templates
  •     Delivering a consistent client experience
  •     Effectively tracking and profiling clients in order to focus on high-value business

..and hear how Jennifer Johnston, Owner, Sinergia Coaching & Consulting with over 15 years experience in the investment industry, has been utilizing and recommending Maximizer CRM as a key tool for Financial Advisors to build and maintain a successful practice.
WHEN: Thursday, June 30, 2011 at 10 a.m. PDT (1 p.m. EDT)
HOW:     To register for the webinar, please visit http://www.maximizer.com/news/events.html

About Maximizer Software
Maximizer Software delivers Customer Relationship Management (CRM) software and professional services to meet the needs, budgets and access requirements of entrepreneurs, small and medium businesses and divisions of large enterprises. Simple, easy-to-use and affordable, Maximizer® CRM enables companies to mobilize their workforces through all-access Web, Mobile and Desktop delivery methods. Easily configurable for organizations in any industry, Maximizer CRM optimizes sales processes, enhances marketing initiatives, and, improves customer service to ultimately boost productivity and revenue. Headquartered in Canada, with worldwide offices and business partners, Maximizer Software has sold over one million licenses to more than 120,000 customers since 1987. For more information, please visit: http://www.maximizer.com.

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Ursula Klein
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