Ami M. Tully, CFP

Ami Tully is co-founder of Maximum Impact Partners along with marketing expert, John Lotka. The firm's work is based on the belief that the financial services industry has a need for access to the right resources for the distribution and marketing of their products. Maximum Impact Partners provides that access. Impact Teams are comprised of highly experienced independent consultants assigned to work on marketing and sales related projects to meet the specific needs of money managers, mutual fund companies, banks and insurance companies.

Tully started in the financial services industry in 1982 on the inbound sales desk and went on to serve as National Director of the Independent Dealer Division for Nuveen Investments. Tully was also the National Sales Manager for Fidelity's Plymouth Funds, now the Fidelity Advisor Funds.

Since starting her own firm, Tully has worked with over 90 financial services firms, conducting sales and management training as well as speaker coaching. She has helped shape distribution initiatives for leading financial services organizations in Korea, Japan and Singapore as well as in the U.S.

Clients include AXA Life Insurance Company, AIG SunAmerica, John Hancock Financial Services, Dreyfus, MFS Distributors, and Deutsche Bank Asset Management. Tully works primarily with wholesalers, key account managers and sales managers, but also speaks regularly to and with advisors at national conferences and regional meetings on topics ranging from target marketing to the use of technology to improve sales results. Her strong belief in human potential for success sets the tone and drives enduring client relationships at Maximum Impact Partners.

Tully received a Bachelor of Science degree in Economics from Indiana University. She is a Certified Financial Planner and is a member of the Financial Planning Association. She serves as a mentor to business executives in the Menttium 100 program. She is an avid community volunteer in Scottsdale, AZ where she lives with her husband and 3 children. She can be reached via e-mail at