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"Thank you for your insights and knowledge regarding territory management. Not only have you helped me improve my skills, but I also have a solid plan of action for how to make the most of the opportunity before me." - Mutual Fund Wholesaler Book An Impact Partner for your next event» | Our Maximum Impact Partners
Our people are our strength. With decades of experience in all facets of the financial service business, we know your world inside and out and know how to maximize it. Our team has spent their entire careers in financial services companies, in sales organizations, even leading marketing teams. We understand your business, your successes, your pain and we know how to help. Ami M. Tully, CFP, President In 1998, Ami created a partnership with marketing expert, John Lotka, bringing over 20 years of strong sales experience to the newly formed Maximum Impact Partners. Ami started in the financial services industry on the inbound sales desk and went on to serve as National Director of the Independent Dealer Division for Nuveen Investments. Ami was also formerly the National Sales Manager for Fidelity's Plymouth Funds, now the Fidelity Advisor Funds.
Since starting her own firm, Ami has worked with over 90 financial services firms in the U.S and abroad, conducting sales and management training. Ami has helped shape distribution initiatives for leading financial services organizations in Canada, Korea, Japan, and Singapore as well as the U.S. Clients have included AIG SunAmerica, John Hancock Retirement Services, Sequoia System International, Dreyfus, MFS, AXA Japan, Transamerica and Allstate Financial. Ami works primarily with wholesalers, key account managers and sales managers, but also speaks regularly to and with advisors at national conferences and regional meetings on topics ranging from target marketing to the use of technology to improve sales results. Her strong belief in human potential for success sets the tone and drives enduring client relationships at Maximum Impact Partners. Ami received a Bachelor of Science degree in Economics from Indiana University. Ami is a Certified Financial Planner and is a member of the Financial Planning Association. She serves as a mentor to business executives in the Menttium 100 program. Ami is an avid community volunteer in Scottsdale, AZ, where she lives with her husband and three children. Contact Ami Tully. John Lotka, Founder John brings his clients 30 years of diverse business leadership experience, having served as Chief Marketing Officer for Cole Capital Markets, as Director of Marketing Administration at John Nuveen & Co., as Chief Operating and Chief Financial Officer of United of America Bank, a $35 million community bank and as a Partner at Frankel & Co., formerly the nation's largest independent marketing services agency, now part of Publicis. Throughout his career in financial services, John has developed a particular expertise in working with the affluent market. In 1998, John took charge of marketing at Nuveen, establishing functional capabilities for database management, marketing research, distribution marketing support, advertising and financial management for marketing. While at Nuveen, John served as a member of the ICI Sales Force Marketing Committee from 1990-1997 and was a founding member of the Mutual Fund Forum, now known as the Forum for Investor Advice, a trade association that represents the interest of advisor sold fund groups whose members currently account for 80% of all mutual fund assets. At Frankel, John established a new practice, which worked exclusively with select financial services clients, including Citicorp, Visa USA and First Nationwide Bank. Prior to Frankel, John ran the core operations and financial management of several community banks. As COO and CFO at United of America, he led a turnaround in profitability enabling the organization to be sold at a considerable profit to Northern Trust Company. When John founded Maximum Impact Partners in 1998, he recognized that senior sales and marketing people need a flexible outside resource that can sit down with them and go right to work. To meet that need John assembled a team of experienced professionals who have years of experience on the client side creating success in their companies. He views the starting point of any client relationship as focusing on what needs to happen right now, eliminating the learning curve and leveraging the good work that has already been done by the client. John is a graduate of University of Arizona with a Bachelor of Science degree in Business Administration. John lives in Scottsdale, AZ with his wife/business partner, Ami Tully Lotka and their three children. Contact John Lotka. Karen McLoughlin, Office Manager Karen is an accomplished office manager with more than 20 years of experience in executive assistant and office manager roles. As Office Manager at Maximum Impact Partners, she oversees a wide range of day-to-day business operations. Before joining Maximum Impact Partners, Karen worked at TriWest Healthcare Alliance as Corporate Aircraft Flight Scheduler. Her previous posts include Mark Hancock Development as Office Manager/Administrative Assistant, Marketing; Cole Company as Executive Assistant, Marketing; Scottsdale Hangar One as Corporate Flight Scheduler/Executive Assistant to General Manager; and DMB Associates as Executive Assistant of Director of Marketing. Karen studied at Patricia Stevens Career College and Harper College. She currently lives in the mountains of North Scottsdale, Arizona, where she enjoys the serene outdoors. Contact Karen McLoughlin.
Trent R. Smock, President, STRAIGHT-LINE MANAGEMENT GROUP LLC Trent Smock is the founder and President of Straight-line Management Group, a management development, training and consulting firm that helps businesses and individuals achieve their goals by focusing on the behavioral strengths People bring to an organization, and how Behavior Impacts Performance. In business since 1998 Trent has a unique background as an entrepreneur and Fortune 500 executive. Rising through the ranks from sales person to company President, Trent started as a field sales rep for dictation equipment, became a sales manager, branch manager and partner is several high tech ventures and on to the President of a injection molding company. Along the way Trent was responsible for the transfer of "know-how" to Italian company Olivetti for franchising of computer retail stores in Europe and Japan. He is active in the community as a former Board Member of the Arizona Technology Incubator, Boys and Girls Club and Founding Member of the Arizona Technology Council. Trent also sits on a number of Advisory Boards for early stage companies. He is a graduate of Indiana University with a degree in Psychology and minor in Business and Political Science. He played football and basketball for Indiana University participating in the NCAA Final Four basketball tournament his freshman year. As a senior he was selected to play in the Blue Gray All-Star football game. Subsequent to college Mr. Smock was drafted by the Detroit Lions, played briefly for the Minnesota Vikings and spent two years playing basketball in Europe. Currently Mr. Smock lives in Chandler Arizona with his wife of 18 years and two teenage boys.Trent can be reached via e-mail at trentsmock@slmgtgroup.com. Lin Bercher, IMPACT PARTNER Bercher Consulting works exclusively with the financial services industry. Our client list ranges from small to intermediate firms as well as a large Fortune 100 enterprise. We assist our clients by understanding their vision while integrating core competencies. With thoughtful planning we assist with investment solution and strategic positioning along with field sales coaching and training.
Lin joined Maximum IMPACT Partners as an IMPACT Partner in January 2004 to work with clients who desire a fully integrated approach to their vision while maximizing world class training offered by Maximum IMPACT Partners. Lin has worked in the financial services industry since 1978 when she was a financial advisor for a major insurance company. Since then, Lin served 19 years with Kemper Funds (now Deutsche Asset Management) where she held many positions including wholesaler and National Sales Managers before departing in 1999 as Managing Director. In January 2000, Lin, as a founding partner and Group President, helped launch Envestnet Asset Management, a state of the art web based workstation that delivers customized wealth solutions, UMA, managed accounts, alternatives and wrap mutual funds. Bercher Consulting, an independent consulting firm, was launched in June of 2003. The industry regularly calls on Lin to help broker dealers, advisors and investment product distributors with strategic planning, market assessment and execution. Lin holds Life, Accident and Health licenses and is a registered representative holding series 6, 7 and 24 designations. Lin serves as a Mentor for Menttium 100 business leaders and is past board member of the HOB Youth Foundation serving America's young leaders, Foundation for Financial Planning and is a member of the Financial Planning Association. Lin and her husband Clint live in Beaver Creek, CO. Contact Lin Bercher. Dr. Rick Jensen, IMPACT PARTNER Rick Jensen, Ph.D., Founder of the Performance Center at PGA National Resort and Spa, is a nationally recognized performance consultant and sport psychologist. Dr. Jensen works extensively with top performers in the world of financial services and has consulted within Merrill Lynch, UBS, Smith Barney, US Bancorp, Prudential Securities, American Express, and First Union.
Dr. Jensen has coached over 200 financial advising teams and has trained thousands of financial advisors, investment associates, and client associates across the country. Additionally, he has consulted with managers at the complex, regional, district, and national levels. Dr. Jensen also is the creator of the Essentials of Excellence Gap Analysis for Financial Advisors, a strategic tool designed to provide financial advisors with measurable input on how their businesses measure up against the best in the industry. Dr. Jensen also consults with and trains top performers in the world of sports. In golf, his clients include more than 50 touring pros on the PGA, LPGA, and Senior PGA Tours. His clients' combined tour victories total 195, earning them more than $64 million dollars. Thirteen of his clients have won at least one major championship and have combined to win a total of 31 majors. Dr Jensen is the exclusive sport psychologist for ESPN Golf and is a contributing writer for GOLF Magazine and The Majors of Golf Magazine. He has also been featured on ABC, ESPN, CNN, and The Golf Channel's "Golf Academy Live." As the Player Development Consultant to the WTA Tour, Dr. Jensen consults with tennis champions including winners of Wimbledon and the U.S. Open. Additionally, he is the team sport psychologist for the NHL's Florida Panthers, and he has trained individuals from the world of Major League Baseball. Dr. Jensen is a performance consultant to the PGA of America, the Women's Tennis Association, the Canadian PGA, and the United States Olympic Training Center. He also consults with winners in business such as NIKE Corporation, Sprint, ADP, Ford Motor Corporation, and the World Presidents' Organization. For more information, visit Dr. Jensen's website at www.pgaperformancecenter.com or www.Drrickjensen.com contact him directly at 954-752-3333. Jim Pomerance, IMPACT PARTNER Jim Pomerance has over 10 years of experience teaching, coaching and training presentation, communication and sales skills in the financial services arena. He started as a consultant with one of the top presentation skills companies in the United States. From there he became the National Sales Training Director at both AIG SunAmerica Retirement Markets and Cole Capital Markets. Jim has also been a southern divisional Sales Manager at Sun Life Financial Services on their variable annuity side.
For the past 3 years, Jim started his own consulting firm, Impact Speakers where he continued to do the work he is passionate about. He serves as a keynote speaker at national conferences, breakout sessions and lunch and learns, runs presentation skills seminars in a classroom setting and travels in the field with wholesalers and reps to help teach, coach and train them to become more productive and get more immediate results. Born in Miami Beach, Florida, Jim now lives in Alpharetta, GA with his wife, Tobi. Jim’s son Jared is a recent college graduate who majored in advertising and daughter, Erica attends Auburn University. Jim is a major sports enthusiast and is an avid tennis player. Contact Jimmy. For more information visit: www.impactspeakers.com. Susan Bradley, IMPACT PARTNER Susan Bradley, CFP is the founder of the Sudden Money® Institute, a resource center for new wealth recipients and their advisors, offering private wealth coaching for families and training programs for financial advisors. She is the author of Sudden Money, Managing a Financial Windfall, founder of Women Meaning, & Money®, and creator of Money Camps for Kids.
After more than 20 years as a full time financial planner, Susan's primary focus is now on education, training, and helping to build the Interior Finance body of knowledge. She brings her unique and transformational programs to the public through workshops, retreats and speaking engagements. Susan serves the financial planning profession as a member of the FPA Board of Directors. She serves on the NFLPA's Financial Education Advisory Board. Susan, who works with clients throughout the world and is the recognized leader in the area of Sudden Money, has been featured extensively in print, on the Web, and on television with iVillage Live, The Today Show, CNBC, CNN, NPR, Wall Street Journal, and New York Times. Susan is available for keynotes interviews, training, workshops and more. Contact Susan. For more information see her Press Kit. Dan Sondhelm, IMPACT PARTNER Dan Sondhelm is a partner and vice president of SunStar, a public relations and marketing consulting firm located in historic Alexandria, Virginia. He helps financial services firms including mutual fund companies and money management firms attract and retain investors by smart marketing and energizing sales teams. He understands the often challenging legal, regulatory and compliance issues facing clients.
Dan prides himself on fostering strong, enduring relationships with reporters, journalists and producers of regional, national, and international financial, business, and trade publications and broadcast media including the Internet. His long-time relationships with the press also make him a credible source of expert referrals when reporters and news shows are looking for expertise. This access allows him to provide accurate information, facilitate interviews, shape positive news stories and control those that are not-so-positive. His efforts have led to clients garnering exceptional coverage in leading publications including Forbes, The New York Times, and The Wall Street Journal. Sondhelm's initiatives have also led to clients securing interviews and coverage with CNBC and Fox News Channel. Billions of investor dollars have been raised from his firm's efforts. Dan is also the editor of FundFactor.net, the innovative Web site designed to help financial marketers better communicate with shareholders, grow assets, and achieve a strong, positive and successful public profile. The site, with more than 2,000 subscribers, allows industry professionals to interact and share ideas and strategies regarding marketing and distribution issues in the financial services industry. Dan speaks about financial and investor relations topics at well-attended industry conferences, including those sponsored by IBC USA Conferences, IIR Conferences, US Bancorp Fund Services, Federated Investments and FRC’s MarkeTrends Conference. He has been quoted by a number of industry trade publications including Money Management Executive, Ignites, and PR Week, and newspapers such as The Washington Post and the Wall Street Journal on the latest trends in financial marketing. He has also published a number of articles about how positive news stories help attract and retain investors. He served on the advisory board to Institutional Investor's First Annual Mutual Fund Industry Awards. Dan received both his BSBA in Finance and his MBA in Marketing from the Kogod College of Business Administration at The American University in Washington, D.C. Contact Dan. Kathy Heasley, IMPACT PARTNER Kathy Heasley is the founder and principal of IMS, Inc., a full-service marketing communications company that helps businesses and their leaders determine where they are, where they want to go and what they want to be, then links it to all communications, both internal and external. Through the Heart & Mind Method™ IMS creates the brand image that shows you're ready for the big time. Integrated communications that rally the troops. Sales materials that actually sell. Videos that genuinely inspire. Events that truly motivate. Ad campaigns that make the phone ring. Publicity that makes you credible. And websites that become a thriving business driver. Features and benefits don't work anymore. If you're communications focus solely on your product or service features and benefits, it's time to change. To what you ask? Heart and mind. IMS, Inc. connects your message with human wants, dreams, needs and desires. We reach people's hearts, and they let us into their minds. Buying decisions happen emotionally, and we know how to connect your heart and the heart of your organization with your markets and your audiences, then bring it to life in every communication. Current clients include, Kahala-Cold Stone, Centex Homes, Rich Dad Company, Massage Envy, and PremierGarage. Before starting IMS, Kathy held account service positions with advertising agencies and represented Coca-Cola, Dr Pepper/7-Up, The Buttes Resort, Exxon/Friendswood Development Company and Ryland Homes. She also held marketing management positions with Microtest and American Founders Life Insurance Company. Kathy co-authored Seize the American Dream: 10 Entrepreneurial Success Strategies, with entrepreneur Jim Houtz; developed and ghost-wrote the award-winning, No More Ramen: The 20-something's real world survival guide by Nicholas Aretakis; as well as the best-selling, The ABC's of Real Estate Investing: The Secret to Finding Hidden Profits Most Investors Miss by Ken McElroy; and was a by-lined contributor to Chicken Soup for the Entrepreneur's Soul. Kathy currently serves as Communications Chair on the board of EO-Arizona (Entrepreneur's Organization, formerly YEO), is a member of their international Communications Advisory Board and is a forum moderator. She volunteers her time with Penn State's Lion Link program which mentors graduates and alumni. And, she speaks regularly to advise groups on marketing and communications strategies. Kathy is a graduate of Pennsylvania State University with a BA in advertising. Contact Kathy. For more information visit: www.imsbreakthrough.com. Laura Mulhall, IMPACT PARTNER
In 2002, Laura Mulhall co-founded Executive Access, LLC, a firm dedicated to supporting its clients by understanding their goals and core competencies. Executive Access assists them in bringing their message to their targeted audience via outbound telemarketing. A unit of the firm also works one on one with each field sales representative, assisting with list management and scheduling their client appointments. Currently, the firm has over 25 employees in various locations around the country.
Laura has worked in the financial services industry since 1984. She started on the sales desk for Integrated Resources, Inc and held other positions, including annuity marketing manager. In 1990, she joined Oppenheimer Funds, Inc., rising to Director of National Accounts, then Director of the Financial Advisor Division overseeing the strategic direction of the group’s forty-plus member field sales team. Budgeting and profit analysis were also key functions. She has also served as Executive Vice President at Dreyfus Service Corp where she was responsible for the sales of mutual funds and variable annuities to planners, banks, insurance companies and RIAs. Laura is a graduate of Hunter College in New York. An active volunteer in her community, Laura lives with her family in Garden City, New York. Contact Laura. William Swanson, President, Swanson Financial Consulting Bill brings over twenty years of diverse financial services industry experience to Maximum Impact Partners, predominately in the more quantitative areas. At the beginning of his career Bill spent thirteen years at John Nuveen & Company. At Nuveen he fulfilled a variety of increasing complex roles, beginning with modeling potential new financial products and ending as the Director of Finance for a business unit with $35 billion dollars of assets under management. Along the way he managed the capital structure for the Exchange-Traded Fund product line at Nuveen, built option-pricing models to take advantage of anomalies in callable bond prices, and developed new cross-functional processes devoted exclusively to fund risk management. Many of these analytical methods were used for Board-level fund management across all product lines. Since 2000, Bill has offered his quantitative and management services through Swanson Financial Consulting. His many institutional clients include institutional financial advisors, marketing and distribution specialists, and commodities trading firms. With these clients Bill continues to provide analytical assistance by evaluating fund performance, providing sales force production analysis, writing market and research commentary for client distribution, and improving securities trading systems. Bill received his MBA from the J.L. Kellogg Graduate School of Management with concentrations in Finance and Managerial Economics & Decision Sciences. His bachelor's degree is from The University of Michigan School of Business Administration with a concentration in Finance and additional emphasis in Accounting. He was awarded his CFA designation in 1996, and is a member of the CFA Institute. Contact William. |
