Open new relationships
We find and reach the advisors most likely to allocate, and get the meeting booked.
The modern way to run distribution.
In financial services, the relationship is the asset. We open new advisor relationships and keep the ones you have, run as one system. One partner, one process, every channel.
Talk to us →Distribution today
A relationship lives in more places than ever
LinkedIn, email, the phone, in person, content. Reaching an advisor and staying relevant means showing up across all of them, in the right order.
How we help
We organize the whole motion
Praxis builds the strategy and messaging across every channel and runs it in lockstep with your team. One coordinated motion, not scattered outreach.
Two motions, one partner
Whether you’re looking to open new or grow what you have
Grow existing relationships
We keep your current book warm with steady follow-up, so you’re in front of them the moment money moves.
350,000 advisors. Your top 7,500.
- ~350KTotal universe
- ~120KInvestment-product qualified
- ~25KWrapper transition intent
- ~7,500PDP-enriched high-priority targets
We narrow the universe to the advisors that matter most to your strategy, built on 1.3M+ calls of proprietary data.
How it works
One system underneath both motions
The same four things power how we open new relationships and how we keep the ones you have.
Most outreach fails because it lives on one channel. We run all three in rhythm: a LinkedIn touch warms the relationship, an email sets context, and a call books the meeting. Coordinated, not stacked.
We make sure your outreach is going to advisors who actually hold similar or competing products, and who are showing the signals that they’re open to a conversation. Good data upstream is the difference between a meeting that goes somewhere and a meeting that goes nowhere.
The people running your outreach work like an extension of your distribution team: same context, same accountability, same cadence. They learn your products, your competitive positioning, and your wholesaler bench, and they run the motion the way your internal team would if they had the bandwidth.
Every connection request, every email, every call is logged and surfaced. You see what’s working in your territory, what’s not, and where the next meetings are coming from, week over week, wholesaler by wholesaler.
“The value of a relationship in financial services is only increasing. A partner that helps you foster new relationships and maintain existing ones is what keeps high-quality meetings coming.”
Bill Dwyer
Executive Chairman · Praxis Solutions