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Praxis Distribution Partners is your premier partner for outsourced internal wholesaling, wholesaler scheduling, and distribution support. Praxis Distribution Partners brings together one of the most experienced internal wholesaling teams in the industry. Our leadership group — Bill Dwyer, Charlie Shaffer, Pat Miller, and founding partner Steve Rokoszewski — has more than 100 years of combined distribution, product, and sales leadership experience across top wealth and asset management firms. Our calling and scheduling teams have supported some of the industry’s strongest advisor outreach programs. Many of our professionals have been with us for nearly a decade, bringing deep relationships, real distribution expertise, and consistent results to every engagement. PDP was built to meet the needs of wholesalers and distributors in a more professional, scalable, and technology-enabled way. We combine seasoned distribution talent with a data-driven, technology-backed operating model that improves targeting, increases productivity, and drives better outcomes across every territory. Whether your strategy focuses on RIAs, Independent Broker Dealers, Family Offices, or Wirehouses, PDP has done it. Our team has supported both traditional and alternative products across every major asset class, giving us the reps and insight today’s distribution model demands. With a modern tech stack, proven outreach programs, and a team built for scale, Praxis Distribution Partners is the engine behind stronger meetings, better advisor engagement, and more efficient territory development. Let Praxis Distribution Partners accelerate your distribution strategy and build a more predictable, productive path to growth.

Our firm specializes in high-quality research that will make a difference for your members. The world is rapidly changing, and our results will keep you and your members informed about the industry and how their experiences compare. Everything we do is focused on helping your members succeed and enhancing your organization’s value. We turn complex datasets into user-friendly and actionable insights. Our most popular projects include: - Industry Benchmarking Surveys - Compensation & Benefits Studies - Membership Research - Market Studies - Live Presentations Leading thousands of projects for hundreds of associations has given us unmatched knowledge about what makes a research project successful. Please contact us if you're looking for a research firm that knows associations and will provide more value to your members.

Mission: Cultivating greatness in organizations and people...your trusted counsel. Insight Strategies, Inc (Insight) is based in Los Angeles, California. Insight has been consulting, coaching, training and speaking to an influential list of American, multi-national and international organizations since 1994. Insight's approach is designed to impact organizations on three levels... strategies, processes and people. Strategically, Insight's work involves goal development and alignment with the organizations stated or discovered success factors. Procedurally, Insight looks to process improvement initiatives that drive efficiencies, accountabilities and effective behaviors and skills within the ranks of executive and line level Management. Lastly, Insight works collaboratively with clients to develop and train their employees to be successful within this framework and execute against the strategy. Insight is best known for establishing trust quickly and gaining buy-in to initiatives with groups and individuals. Aside from the ability to impact strategies, processes, skills and behaviors, and get teams to excel collaboratively, Insight understands the nuances of "moving" individuals, teams, and organizations toward their vision.