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When we innovate, a Proof of Concept (POC) is used to demonstrate the feasibility of an idea before scaling it into a fully developed…
ABOUT US
Welcome to AMAXXA
Discovering Success Pathways
In a world where running complex businesses meets boundless opportunity, excellence is not an aspiration; it’s a standard. Welcome to AMAXXA, where visionary innovation, unparalleled leadership, and a relentless pursuit of excellence converge to create sustainable success.
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Who We Are
With over four decades of industry-leading expertise, spearheaded by David Zimmerman, AMAXXA is your key to dealing with both the challenge of change and transforming your business for the future. Our uncommon understanding of the dynamics of banks, credit unions, brokerage firms, trust companies and investment advisors uniquely positions us to align your business in preparation for the future of the wealth management industry.
Read MoreWhat We Stand For
Experience and
Expertise
Creativity and
Innovation
Collaboration and
Partnership
Client-Centric
Approach
Results-Oriented
Approach
Why Choose AMAXXA?
The next phase of your journey starts here. With AMAXXA, you align yourself with a partner who not only understands the landscape but has helped shape it. We leverage David’s broad experience with years being client-facing, leading technology innovation, driving sales at the national level, redefining how financial advisors and their managers approached the business, establishing new firms, leading a broker-dealer for a top fifteen bank, and serving as head of a wealth management group for a regional bank.
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BLogs
Latest Blogs
22 Oct 2024
|Post by David Zimmerman, MSc, CPC
Authenticity in Leadership: A Fresh Look as What it Really…
True leadership isn't just about making decisions or directing teams; it's about embodying authenticity. But what does that actually mean? Authenticity in leadership demands…
30 Sep 2024
|Post by David Zimmerman, MSc, CPC
What to Do When You Stop… You Do Stop?
Ever feel like you're racing through life without a pause? "Stopping" might not sound like an action-packed topic, but it's a pivotal step toward…
