MARKET EXPANSION
&
DISTRIBUTION STRATEGY

Uncover where your next opportunity lies and how to reach it efficiently across every channel.

Financial services distribution is fragmented and fiercely competitive. Your competitors are targeting the same channels with similar messages. Meanwhile, market dynamics are shifting; RIAs are consolidating, wirehouses are evolving, and digital-first advisors are rewriting the rules of engagement.

Expanding without strategy burns resources and dilutes your brand. Growing into the wrong channels wastes time your competitors are using to cement their positions.

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OUR APPROACH

We help you identify high-potential segments, understand what motivates decision-makers in each channel, and craft targeted strategies that create sustainable competitive advantage.

We start by asking the hard questions:

Where are your competitors not looking?

Which channels align with your organizational strengths?

What does each distribution partner actually need from you, and can you deliver it consistently?

Then we build the roadmap: channel prioritization, partner value propositions, sales positioning, and the internal capabilities needed to execute with excellence.

What You Get:

Market Intelligence & Opportunity Assessment: An analysis of market trends, competitive positioning, and untapped opportunities across broker/dealer networks, RIA channels, wirehouse platforms, and emerging distribution models.

Channel Strategy & Prioritization: A focused strategy for your resources and where you have the greatest potential for sustainable growth and profitability.

Distribution Partner Engagement Plans: Customized frameworks that position you as a strategic partner, not just another product provider.

Sales Enablement & Messaging: Development of positioning, competitive differentiators, and sales tools that make their job easier.

Internal Alignment & Capability Building: Development of team processes, skills, and resources to deliver on your market promises.

Who This Is For

CEOs and Business Leaders looking to enter new markets or accelerate growth in existing ones

Heads of Distribution seeking to optimize channel mix and partner relationships

Product Leaders launching new offerings and need targeted go-to-market strategies

Client Results

$18B

3 months

Maximum Impact Partners worked with a financial services provider to distribute their innovative dollar-denominated fixed annuity product through banks. We designed a complete sales organization structure, including territory layouts, internal and external sales functions, and a national accounts model, to launch the product across 27,000 bank distribution points.

$18 billion in sales was achieved in just three months. The framework was successfully replicated across 14 countries throughout Asia.