Modernize How You Find and Deepen Advisor Relationships.

Wholesalers & Distribution Teams

An extension of your team handling the outreach, the strategy, and the data underneath.

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Great distribution starts with great relationships. We help you build more of them.

Our Approach

Whether you’re building distribution from the ground up or extending an existing team, PDP plugs into your motion. We cover the full system — outreach, coverage, data — and run as much or as little of it as you need.

We run distribution as one system. PDP handles the outreach. Distribution Strategy designs the coverage. Data Strategy keeps the territory current. One team, accountable end-to-end.

  1. Identify
  2. Digital
  3. Call
  4. Engage

What we do for distribution teams

PDP — Praxis Distribution Partners

A managed distribution program. Operators run the outreach, scheduling, and reporting inside your territory.

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Distribution Strategy

Territory architecture, the live data layer, and the coverage operating model that turns a static territory into a system that updates itself.

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Data Strategy

The data foundation underneath every outreach decision — turning 350K advisors into your top 7,500.

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Fighting your CRM or building distribution infrastructure from scratch? We also do Custom Builds.

Why distribution teams choose Praxis

  • 01

    Added reach

    Praxis extends your distribution footprint, getting in front of advisors beyond your team's bandwidth.

  • 02

    Senior operators

    The work is run by people who've built distribution at firms like Russell and LPL.

  • 03

    Industry context

    We work across the industry, so we understand the advisor channel — what's moving, what's not, what's changing.

  • 04

    Transparent reporting

    You see every conversation, every meeting, every outcome. No black box.

  • 05

    Flexible and adaptive

    The program adjusts to your priorities. The playbook improves as we learn what's working.

Charlie Shaffer

Meet the Expert

“Modernizing distribution means selling into the advisor channel with sharper context. The right advisor, the right product, the right moment — at a scale that wasn’t possible a few years ago.”

Charlie Shaffer

Chief Revenue Officer · Formerly Russell, Voya

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