"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
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.
John brings his clients over 45 years of diverse business leadership experience in various organizational settings including:
Over his career John has 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.
In 1988, John joined Nuveen Investments to create a new blueprint for the marketing function. He established 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 industry practice from scratch, targeting the top financial services companies. New clients included 5 divisions of Citicorp and Visa USA. Group client billings were exceeded only by the group managing the agency’s longest tenured client, McDonald’s Corporation.
Prior to Frankel, John ran the core operations and financial management of several community banks. As COO and CFO at United of America Bank, he led a turnaround in profitability ending four years of losses and enabling the bank to be sold at a considerable profit to a private investment group within 2 years.
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 Phoennix, AZ with his wife/business partner, Ami Tully Lotka. Contact John Lotka at firstname.lastname@example.org.
Our partners are just as experienced, just as committed to delivering results as we are. They are seasoned experts in their fields, and we bring their talents to bear on your specific challenges—bringing you the best of the best—all the time, every time.
Our Impact Partners cover a wide range of fields, including: