Maximum Impact Partners

Company Overview

Maximum Impact Partners focuses on the things that are essential to growing businesses. Sure, there are a lot of things that companies should do, and even more things that companies should be good at. But there are only a few essentials that companies must do. Our mission is to help companies be their best at the essential few, particularly the essentials of selling, and align everyone in the organization around those things—the right things—that are critical to business success.

Founded in 1998, Maximum Impact Partners’ principals and team of professionals have decades of experience in all facets of the financial services business. We focus solely on the financial services industry and work exclusively with sales executives, sales management, wholesalers, key account managers, internal sales teams, marketing teams and financial advisors.

Our partners are just as experienced, just as committed to delivering results. They are seasoned experts in their fields, and we can bring their talents to bear on your specific challenges. It’s all about partnership.

Making an Impact. Delivering Results.

Maximum Impact Partners can help you become masters in The Essentials of Selling™. Your needs are unique, so our services are completely customized. You may not know the specific areas of your business that need help, or you may have a particular problem you want us to solve. Regardless, you can count on us to be there with the insight, experience and wisdom to define your expectations, assess the situation, develop and implement the training and help you execute the solution with the ultimate goal: Total Alignment™.

Total Alignment isn’t an unattainable goal, it’s the result of committing and focusing on The Essentials of Selling. After all, your quotas and sales goals don’t take vacations.

The Essentials of Selling

1. Define the Essentials – Working with management behind the scenes, we discover your organization’s selling essentials in terms of product, internal sales, key accounts, administration, leadership, marketing, technology, and service.
2. Assess the Organization – Then we delve further by creating assessment tools that help us gain a thorough understanding of your organization’s essential sales skills levels. We look at product and industry knowledge, prospect accessibility, the sales process itself, advisor’s business alignment, time and territory management, along with resource leveraging. You get a total picture of your organization…perhaps for the first time.
3. Develop and Implement Training – Armed with the knowledge of your sales essentials and your organization’s gaps, we work to develop and implement the training that fills in those gaps and puts you on the road to success. Every program is unique, fully customized to your particular needs.
4. Execute – With your team trained and mastering The Essentials of Selling, we work toward aligning your sales  by setting up hiring criteria and parameters, rewards and incentive programs, continued learning and more, all based on your essentials of selling…your essentials for success.