Praxis Distribution Partners
Amplifying advisor engagement through data, dialogue, and technology
Praxis Distribution Partners
We power smarter outreach for financial wholesalers and asset managers. We blend human
expertise with advanced technology to deliver consistent, data-driven advisor engagement.
Backed by AI insights, disciplined outbound execution, and deep industry knowledge, PDP turns
every conversation into measurable growth.
Performance Metrics
Our disciplined outreach consistently exceeds industry averages - proving that technology-enabled human engagement delivers real results.
2024
dials
meetings
conversion (Industry avg 3-5%)
Inception to Date:
1.3M+
Calls Completed
Real connections leading to actionable opportunities
5.6%
Avg Conversion Rate
Outperforming the industry average by more than 20%
2025 YTD
dials
meetings
conversion (Industry avg 3-5%)
73,000
Meetings Booked
Real connections leading to actionable opportunities
300k+
Advisor Records
Continuously refreshed and segmented for precision targeting
Core Capabilities Advisor Outreach & Scheduling
Daily outbound calling and follow-up cadence (100-125 dials per associate per day).
Email Campaign Management
Full-service campaign creation, targeting, and engagement tracking that feeds warm leads into call campaigns.
AI-Enabled Reporting & Analytics
Dashboards, lead tracking, and conversion reporting for
total transparency.
Event & Webinar Support
Turn-key outreach from invitations through post-event
follow-up.
AI-Informed Insights
Data integration and contact intelligence that prioritize
high-value advisors.total transparency.
I D E N T I F Y
Identify Critical
Segment
Focus on the advisors that
matter most
From the nearly 300k
producing advisors in the US,
identify 10-15k high-fit prospects per campaign
D I G I T A L
Digital Outreach & Tracking
Warm up the conversation
Engage contacts in
small, timely batches
of 1-2k contacts with
relevant messaging
C A L L
Targeted Call
Outreach
Prioritize with intelligence
AI-driven scoring guides
reps to the highest-value
advisors first
E N G A G E
Continued
Engagement
Build trust through
consistency
Drive 7-9 coordinated
touches across
communication channels
to close the business
Technology Partners
PDP's precision outreach is powered by the industry's most trusted platforms - integrating data, communication, and AI to deliver smarter engagement.
Each platform is customized within the Praxis ecosystem to streamline outreach, automate workflows, and surface advisor insights in real time.
Program Lineup
The Connection Program
Advisor Outreach & Scheduling
Your dedicated advisor engagement engine - combining
targeted calling, personalized email, and CRM integration to
expand reach and book qualified meetings.
Benefits:
- Proactive outreach to verified producing advisors
- Multi-channel communication that increases conversion rates
- Continuous reporting and optimization for measurable ROI
The Insight Program
Lead Validation & Data Optimization
Strengthen your foundation with clean, accurate, and
prioritized advisor data before outreach begins.
Benefits:
- Verified, enriched contact information refreshed daily
- AI-driven scoring highlights your highest-potential targets
- Reduces wasted outreach and accelerates campaign impact
The Amplify Program
Event & Campaign Engagement
Drive attendance and engagement across webinars,
conferences, and due-diligence seminars through
coordinated digital and call outreach.
Benefits:
- Integrated invitation, reminder, and follow-up workflows
- Measurable attendance and post-event engagement data
- Ensures every event delivers ongoing distribution momentum
The Momentum Program
Digital & Video Marketing Support
Keep your story in motion between calls with branded digital
content that builds awareness and advisor trust.
Benefits:
- Engaging video and social campaigns
- Webinar hosting and on-demand replay promotion
- Consistent messaging that reinforces wholesaler relationships
Real-Time Intelligence
Leadership That Understands Distribution
Steve Rokoszewski
President, PDP
Pat Miller
Managing Director, Business Development
Andre Hatibi
SVP, Business Development
Amber Brennan
Director, East Coast Operations
Bill Dwyer
Executive Chairman, Praxis Solutions
