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.

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ADL Membership provides an ongoing resource for leaders who want someone in their corner to challenge assumptions, offer a different perspective 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

ADL Member Exchanges

Sometimes the best perspective comes from someone facing the same challenges.

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As Membership grows, ADL may occasionally bring together a small number of distribution leaders dealing with similar issues — from wholesaler productivity and team development to territory strategy and execution.

These optional, invitation-only conversations will provide an opportunity to exchange ideas, compare approaches and learn from the experience of other leaders, with ADL facilitating the discussion.

Member Exchanges will be offered when there's a meaningful reason to bring people together, not simply to fill a calendar.

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.

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Membership is built on trust. The business challenges, personnel matters, strategies and other confidential information discussed with ADL are treated accordingly and protected under our Membership Confidentiality Agreement.

ADL may draw on general experience, observations and industry patterns to inform its work, but identifiable member information and confidential business details are not shared with other firms without authorization.Member Exchanges, when offered, will operate under additional confidentiality guidelines agreed to by participants.

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

ADL Membership

Current Membership Pricing:
$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