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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012

Sponsored Online Education: Maximizer CRM — A Personal Branding Tool
for Financial Advisors
CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.

The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.

The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:

Alabama
Alaska
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida 		Georgia
Guam
Hawaii
Idaho
Iowa
Illinois
Indiana
Kansas
Kentucky 		Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
North Carolina
North Dakota
Mississippi 		Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina 		North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina 		South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
West Virginia
Wyoming

There are no formal registration requirements for course providers in the balance of the states.

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Original Air Date Order Archives/CD Level CE Credits
Wednesday, 10/12/11
12:00 noon – 1:00 p.m. ET		 Order online
Call: 1-800-392-6900
Via Email 		Basic–
Intermediate		 Certificate of Completion will be issued at the end of the program
[Password provided in your registration email]
Order Archive
Maximizer CRM -- A Personal Branding Tool for Financial Advisors
Archive: $
Total: $
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Sponsored by

Program Overview

Building a positive personal brand image is a way to stand out from the crowd, reflect your values, personality and expertise, and increase your credibility by providing exceptional client experience. Join this webinar to gain insight into leveraging Maximizer CRM to develop and manage your personal brand and client experience.

Attendees will learn:

  • Manage your client and prospect profiles with pre-set or customized fields, using your preferred criteria and terminology, to make targeted sales and marketing initiatives possible.
  • Enhance your level of communication and working more efficiently with personalized HTML email messages and templates.
  • Create action plans comprised of a series of required tasks and appointments to stay focused on delivering a consistent client experience.
  • Effectively track and profile your clients so you can focus on high-value business with pre-set fields such as "Net Worth," "Investment Style, Goals or Knowledge," "Assets," "Beneficiaries."
  • And more…

Featured Speaker:

Vivek Thomas is responsible for the strategic and operational management of Maximizer Software Inc. and its subsidiaries that represent Maximizer CRM globally. An industry veteran with more than 18 years of experience, he brings global management and business development experience to the role, having lived and worked in North America, UK, France, South Africa and the Middle East.