ADL Membership

Fresh eyes. Experienced perspective. Practical conversation.

Distribution leaders make decisions every day that don't necessarily require a consulting engagement — but can benefit from an experienced outside perspective.

ADL Membership provides an ongoing resource for leaders who want someone in their corner to pressure-test thinking, challenge assumptions and work through the issues, decisions and plans they're dealing with right now.

What Membership Looks Like

  • Two one-on-one conversations each month, focused on the issues that matter most right now
  • Access between sessions by email, text or phone when a question or issue can't wait
  • An experienced outside perspective on decisions, plans and challenges
  • A place to pressure-test ideas, challenge assumptions and think through options
  • Practical application of ADL frameworks and operator experience when useful
  • Candid, confidential conversation without a predetermined agenda

What Membership Is - and Isn't

Membership is designed for conversation, perspective and problem-solving around the issues you're already working through.

It isn't a substitute for a consulting engagement — and every conversation isn't intended to lead to one. If an issue genuinely requires something to be built, analyzed or implemented, we'll identify that together and decide whether a separate ADL Advisory engagement makes sense.

The distinction is simple: Membership helps you think through the work. Advisory helps you do the work.

Operator-Tested Perspective

ADL Membership isn't built on theory alone. It's informed by more than 30 years of experience leading, coaching and building asset management distribution teams — and by the same principles that helped drive significant sales growth across multiple organizations.

Membership brings that experience to the decisions and challenges in front of you today — practical perspective from someone who has done the work, managed through the tradeoffs and understands the realities of distribution leadership.

Experience matters most when it can be applied to what you're facing now.

A Note on Confidentiality

Useful conversations require candor.

Membership conversations are confidential. The issues, challenges, people, and business information discussed with ADL stay with ADL.

Broad themes and patterns may inform ADL's thinking, but member firms, specific situations, and confidential information will never be identified or shared with other firms.

Membership works best when leaders can speak openly. I take that trust seriously.

ADL Membership

$3,000 per month

Two one-on-one conversations each month, with access by email, text or phone between sessions.

Initial three-month commitment. Month-to-month thereafter.

Interested in ADL Membership?

Let's have a conversation about what you're working through and whether Membership would be useful.

Schedule a Membership Conversation