Ami Tully Lotka, CFP
President
Over 43 years of experience with more than 100 financial services firms in the U.S and abroad, conducting sales and management training and distribution strategy consulting.
About Ami
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. Domestic clients have included AIG, Sun Life, John Hancock Retirement Plan Services, Columbia Threadneedle, Nuveen, Mass Mutual, Matthews Asia, MFS, Transamerica, Allianz and Pacific Life. International clients have included AIA, Prudential U.K., Manulife, ING Life Korea and ALICO and AXA Japan.
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 also completed a Graduate Certificate in Business from Harvard Extension School in 1986. In 2021, Ami was honored as the Indiana University O’Neill School of Public and Environmental Affairs Distinguished Alumni.
Ami is a Certified Financial Planner and a founding member and past president of the 500+ member Women in Pensions Network.
Outside of Maximum Impact Partners, Ami is a mentor to business executives in the Menttium 100 program and an avid community volunteer in Scottsdale, AZ, where she lives with her husband/business partner, John Lotka.