Maximum Impact Partners brings deep financial service industry and functional expertise to the marketing and distribution challenges our clients face. With more than 21 years of experience in making change happen, we have developed approaches to mobilizing and enabling sales organizations that are unique, practical, and proven.
Since founding the company in 1998 with marketing expert, John Lotka, Ami has worked in collaboration with each client to develop new insights about the sales strategy and mobilizes the organization to act knowing that even a small change can lead to a big impact on results.
Ami started in the financial services industry in 1982 on the inbound sales desk for Nuveen Investments, then spent years as a regional wholesaler, key account manager and went on to serve for 10 years as National Director of the Independent Dealer Division for Nuveen. Ami was also the first National Sales Manager for Fidelity’s Plymouth Funds, now the Fidelity Advisor Funds, building a sales team from scratch.
Ami has worked with over 100 financial services firms in the U.S and abroad, conducting sales and management training and distribution strategy consulting. Ami has helped shape distribution initiatives for leading financial services organizations in Canada, Japan, Korea, Hong Kong, Thailand, and India as well as the U.S. Clients have included Columbia Threadneedle Investments, Nuveen, MassMutual, AIG, Sun Life, Prudential U.K., Manulife, John Hancock Funds & John Hancock Retirement Plan Services, MFS, AXA Japan, Transamerica, Allianz and Pacific Life. Ami works to align the efforts of wholesalers, key account managers and sales managers at product firms, but also speaks regularly to and with advisors at national conferences and regional meetings on topics ranging from target marketing to making better connections with clients to improve sales results. Her strong belief in human potential for success sets the tone and drives our enduring client relationships at Maximum Impact Partners.
Ami received a Bachelor of Science degree in Economics from Indiana University. She completed a Graduate Certificate in Business from Harvard Extension School in 1986. Ami holds the CFP and CIMA designations and was a founder and first President of the 1700+ member Women in Pensions Network. She is a mentor to business executives in the Menttium 100 program and an avid community volunteer in Phoenix, AZ, where she lives with her husband.
Website: Maximum Impact Partners, Inc.
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.Drrickjensen.com or contact him directly at 954-752-3333.
Born in Glasgow, Scotland, James Munro’s under-graduate education included: the University of Glasgow and the Glasgow College of Technology with concentrations in Financial Accounting, Cost and Management Accounting, Scots Law and Business Studies.
James’ postgraduate education in the USA includes Lehman College, New York, NY, School of Practical Philosophy, New York, NY and the Maharishi University of Management, Fairfield, IA. Concentrations in: Substance Abuse Counseling, Practical Philosophy, Science of Metaphysics and Vedic Science*.
*Vedic Science integrates modern scientific theories with Vedic philosophy on the origin and evolution of the universe. The primary aim of Vedic Science is the development of mind/body connection in each individual promoting ease of fulfillment of one’s full potential in all areas of life.
His professional work in Glasgow, Scotland and London, England, UK, in the field of Newspapers, Book and Art Publishing, entailed executive management duties including corporate strategic development, resolving inefficient companies/divisions including the sale and purchase of businesses. James has also undertaken business projects in Peru, Kenya, and Mauritius. In the USA James was involved in creating Art Originals for Interior Designers and Art Galleries together with Art Publishing: Limited and Open Editions, featuring contemporary, traditional, sports and music subjects in a variety of formats. He also owned, developed and sold his art publishing company.
For over 25 years James has studied the philosophy of meditation and meditation practice. He is a reader of the 40 Branches of Vedic Philosophical Literature in Sanskrit Devanagari Script. His Dissertation proposed how at least one form of meditation Transcendental Meditation offered permanent recovery from the Abuse of Alcohol and Drugs. Other areas of research have shown that meditation has many psychological and physiological benefits including strengthening the mind/body connection resulting in lower levels of stress and fatigue and increased happiness. It has also been established that the qualitative experience of meditation promotes coherent brain functioning which results in higher levels of performance and success in activity. James’ focus is to bring meditation as a technology of consciousness to businesses and organizations to resolve business issues, challenges, and problems and also to develop leadership, and innovative skills at every level of any organization.
James is an Adjunct Professor of Vedic Science (Maharishi University of Management) with a concentration on “The Science of Creative Intelligence” for computer science graduate students. He recently developed a new graduate course: Enhanced Performance Technologies for the Computer Professional grounded in meditation and other practices.
He is a member of the Science & Non-Duality and Sounds True communities who explore a wide variety of meditation practice, underpinned by cutting-edge research directed towards individual and collective evolution.
You can contact James at firstname.lastname@example.org
Owner, LEQ LLC
Strategic Coach for Leading
In today’s complex and fast-changing business environment, effective leaders are redefining the work of leading and decision-making. Leadership is now more about the process of cultivating more leaders across all levels of an organization and less about power structures. A sought-after international consultant and speaker, Julia Tang Peters defines her work with leadership teams as Chief Catalyst for inclusive decision-making and shared accountability. Her trained eye and instinct for nuances of individual behaviors, team dynamics and organizational habits lead clients to better options, clearer decisions, and sustainable change.
Julia’s clients include Goldman Sachs, John Hancock Retirement Plan Services, Leo Burnett Co., American Medical Association, Astellas Pharma, Cardinal Health, Thrasos Therapeutics, Hutchison PLLC, Wagner Law Group, Meunier Carlin & Curfman, MU/DAI and other leading companies. Her work has been recognized in Harvard Business Review, Forbes, Fast Company, Inc., Huffington Post, Beckers Hospital Review, Government Executive, Toronto Globe and Mail, and others.
Julia developed skills spanning business, academia and clinical psychology. At Hewitt Associates, she developed practices for operationalizing leadership competencies for global workforces. As Chief Marketing Officer at the technology venture firm Divine interVentures, she helped take it from start-up to IPO in two years. At Leo Burnett, Julia built a learning culture that improved performance and creative leadership. At Northwestern University, she advised faculty and students on career development and diversity. Her global network of relationships and extensive global travel also inform her outlook about leadership and business.
Julia conducted a study of leadership and decision-making for her book, Pivot Points: Five Decisions Every Successful Leader Must Make (Wiley, 2014). Publishers Weekly stated, “Peters offers a breath of fresh air on leadership by focusing on decision-making.” Huffington Post said, “an understanding of these pivot points will equip you with the knowledge you need to take the right path on decisions when it matters most.” Forbes adds, “Pivot Points should interest anyone who appreciates leadership and/or is looking for some solid tips on career advancement.”
Julia earned a Masters of Management degree from Northwestern University’s Kellogg School of Management, a Master of Science degree from Northwestern University, School of Education and Social Policy, and a Bachelor of Arts, Phi Beta Kappa, from Lake Forest College. Also a Licensed Family Therapist, she has a Certificate in Family Therapy from The Family Institute.
For recreation, Julia enjoys global travel and cultures, photography and meeting people who have bold ideas and act on them. Julia lives in Chicago with her husband and has four children who are all on their own journey of pivot points.
Website: LEQuotient LLC
Mark’s focus at Sun Life Financial International is to set the strategic direction, distribution model and competitiveness for the offshore Investment products. As Vice President of International Investment Distribution, Mark ensures Sun Life Financial International products are appropriately positioned within a firm’s portfolio to be successful while maintaining corporate relationships.
Under Mark’s leadership there is a specialized team of internal and external wholesalers that market Sun Life Financial International products in Latin America, Asia and the Middle East. As a leader, Mark is known for his passionate vision and beliefs in the company and the products distributed, as well as the importance of anticipating firm, broker, and client needs. Mark brings a range of experience since 1977 that helps him balance risk and opportunity for the division.
Prior to joining Sun Life, Mark served at MFS as President of MFS International, Director of the Independent Dealer Distribution Channel and head of the Insurance Products Division. He also served as Managing Director of Retail where he spent five years in London establishing a distribution team for Europe.
Mark often participates in international conferences as a speaker as he is a recognized industry expert and thought leader in the offshore marketplace.
Mark received a Bachelor’s Degree in Journalism from Suffolk University, MA and a Master’s Degree in Strategic Leadership from Mountain State University, West Virginia.
Outside of work, Mark enjoys fly fishing and family time with his wife and two children. Mark is also actively involved with a charitable organization that sends refurbished ambulances to Afghanistan.
You can contact Mark at email@example.com
Matt brings over 25 years of financial services sales experience to Maximum Impact Partners as our newest Partner. He is responsible for Sales Development Programs. In his career Matt has been a consistent top producer for great sales organizations at MFS, John Hancock Funds and Legg Mason. In his career as a wholesaler, his goal has been to build long term client relationships through honesty and integrity. His personal interests include tennis, golf and standup comedy. Comedy has enabled him to use his fabulous sense of humor to persuade and engage all types of audiences.
At MFS, management saw his strengths early on as a leader, trainer and mentor. Matt quickly distinguished himself by taking on sales territories no one else wanted and turning them into sources of new production while helping him to achieve the status of the leader in sales volume. He was awarded the Heritage Award twice for team contributions; he was consistently in the top 5 in sales for over 10 years and was #1 in the country in 1999.
At John Hancock Matt received numerous top producer awards and recognition for highest increase in year over year sales and highest number of net new producers in 2007.
At Legg Mason Matt doubled sales in less than three years and ranked third in total market share. Also, Matt was #1 in sales for Royce Funds (Legg Mason subsidiary) for calendar years 2012-2014.
A graduate of Indiana University with a B.A. in Economics, Matt holds Series 6, 63 and 65 NASD licenses and holds the CIMA® designation. Matt lives in Fishers, IN with his spouse Kiersten and their three children.
You can contact Matt at firstname.lastname@example.org.
Maureen Wilke is the president of Wilke and Associates, Inc and an industry known practice management consultant and leader in professional development. She works closely with distribution teams and financial advisors to take their business to the next level. She is the author of The CONNECTED Advisor business systems for financial advisors and a contributor to industry publications, including Morningstar’s practice management webcasts. The goal is to maximize a team’s effectiveness and organizational structure, brand the practice, retain top clients and automate referrals.
Maureen is known internationally for delivering dynamic workshops and presentations at financial advisor meetings and sales conferences. She combines her over 20 years of sales, marketing, and training experience with the best practices from the many financial advisors and distribution groups she has worked with, to build proactive financial teams. Her new book The Connected Advisor is coming soon.
Website: Wilke & Associates