Triggers when an inheritance can materially impact a client's financial picture, creating the need to reassess goals, tax considerations, and long-term planning.

Triggers when changing jobs affects income, and serves as an important opportunity to reassess their financial plan.

Triggers when the client moving creates the need to update their address and other personal data.

Triggers when purchasing property is a major financial milestone that impacts cash flow, debt, and long-term goals, prompting a timely review of the client's financial plan.

Triggers when the client refers or plans to refer the financial advisor, creating the possibility to follow up on a potential new client.

Triggers when the client's retirement can fundamentally impact their lives, creating the need for financial and tax planning.

Triggers when a widowing significantly affects a client's household and serves as an important opportunity to reassess their financial plan.

Triggers when there is a new or updated Note entry

Searches for existing Address Book entry.

Triggers when an interest of the client is detected, creating the opportunity to build rapport with them.

Triggers when a marriage significantly affects a client's household and serves as an important opportunity to reassess their financial plan.

Triggers when a pet of the client is detected, creating the opportunity to build rapport with them based on this information.

Triggers when selling property is a major financial milestone that impacts cash flow, debt, and long-term goals, prompting a timely review of the client's financial plan.

Triggers when a religious affiliation of the client is detected, creating the opportunity to build rapport with them based on this information.

Triggers when a Meeting finished in Zocks.

Triggers when the client traveling creates an opportunity to build rapport or send them personalized messages.

Triggers when there is a new or updated Address Book entry

Triggers when there is a new or updated Case entry

Triggers when there is a new or updated Opportunity entry

Updates existing Address Book entry

Searches for existing Maximizer User

Find or Create Address Book entry