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In many boardrooms and offices, leadership often prioritizes business metrics, leaving employee engagement and morale as an afterthought. Leaders talk the talk about valuing…
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
20 Aug 2024
|Post by David Zimmerman, MSc, CPC
Balancing Business and People: Why Actions Speak Lounder Than Words
01 Jul 2024
|Post by David Zimmerman, MSc, CPC
Culture Fit vs. Culture Add: The Key to Building a…
The importance of company culture is a topic of frequent discussion. Traditionally, hiring practices have emphasized finding candidates who “fit” the existing culture, ensuring…
28 May 2024
|Post by David Zimmerman, MSc, CPC
Before Implementing Major Changes – Companies Must Assess The Adaptability…
Every business is facing continuous change and uncertainty. The bottom line - adaptability is no longer just an advantage but a necessity. Organizations face…
