We help Australian fund managers and asset managers build the sales discipline, process rigour, and consultative capability that turns distribution effort into distribution results. Exclusively in financial services. For twenty years.
"This process has gone on to form the backbone of many distribution teams' sales process in our industry."
The fund managers we work with rarely struggle to find talented people. What they struggle with is getting a team of talented individuals to operate with the same rigour, the same process, and the same client language.
Pipeline reviews that reflect optimism rather than reality. BDM activity that's reactive rather than planned. Conversations that pitch product rather than understand the adviser's business.
These aren't talent problems. They're system problems. And they have system solutions.
When every BDM rates their own deals, pipeline becomes a reflection of personality, not probability. We build activity-driven frameworks where the system determines stage — not BDM optimism.
Most BDM planning is done once a year and forgotten by February. We build planning rhythms that connect daily activity to strategic priorities — and give managers the tools to coach to them consistently.
Product pitching has a ceiling. The BDMs who grow flows at scale are the ones who understand the adviser's business well enough to be genuinely useful. We train for that — for your market, your products, your clients.
Most sales managers were great BDMs. That doesn't make them great coaches. We work alongside your sales leaders to build a coaching practice that's structured, consistent, and tied to real performance levers.
Everything we do sits inside financial services distribution. That specificity is the point — we're not adapting a generic framework for your context. We build something that only works here, because we only work here.
Facilitated strategy work with senior leadership teams — defining which channels, which segments, and which capabilities to prioritise, then translating that into plans that get executed.
Building the infrastructure that makes sales performance measurable and repeatable — pipeline frameworks, key account management systems, activity planning, and prospecting disciplines.
Soft skills training designed specifically for financial services distribution professionals — BDMs and their managers. Built around your products, your clients, and your market. Never off-the-shelf.
Embedding the sales process into the tools your team actually uses — CRM integration and AI-powered coaching reinforcement. Process design first. Technology second. Always.
The frameworks your team uses day-to-day work because the people who have to use them helped design them. Buy-in is not a communication exercise — it is a design principle.
Every engagement is designed from scratch around your business — your products, your channels, your team, your competitive context. We don't have a standard programme we reskin and rename.
When the team writes the qualification questions, they own the standard. When a manager coaches to those questions, it's not criticism — it's a shared language. We facilitate that process; we don't just deliver an answer.
Workshops are the start, not the finish. We remain involved through implementation — coaching leaders, refining tools, and holding the process accountable until the new behaviour becomes the default behaviour.
Taylor Healey is not a volume business. We take on engagements where we can genuinely move the needle. Which means staying selective.
"Taylor Healey have been a trusted partner since 2007. Nick has deep knowledge on sales process and best practice, as well as being an excellent source of market intelligence within the financial services industry. He supported our sales leaders to design a process which progressed opportunities from early-stage discussion through to funding. This early process has gone on to form the backbone of many distribution teams' sales process in our industry. Nick is a great motivator and unifier of teams, communicating in a way that promotes collaboration, breaks down barriers and achieves alignment on a tailored strategy."
"I have been working closely with Nick Healey over the past 18 years in my capacity as head of distribution for two large global fund managers. The work Nick has done with our sales teams has been instrumental in delivering industry-leading flows across several asset classes. His unique sales process training has been very effective in ensuring a diverse group of people can understand the process required to bring complex product sales to fruition. Nick is the most skilful of facilitators, adept at bringing a diverse team together, to get the collective on the same page and to execute well on challenging sales targets. I highly recommend Nick and the Taylor Healey team. They make an enormous impact on exceeding stretch targets."
"Taylor Healey helped improve our sales approach from transactional to truly consultative. Their dual focus on process improvement and behavioural change created lasting impact across our distribution team. Nick's approach was both practical and sophisticated, and he brought deep real-world experience to add colour to the theory. A few months after implementation, we've seen real improvement in conversion rates and, more importantly, our client relationships are stronger than ever. Nick's key account framework and approach to solutions selling in particular has given our team the tools to sustain this momentum."
"I have had the pleasure of working with Nick and his team for over a decade in a very wide variety of engagements. Taylor Healey was instrumental in helping us build our key account management framework and worked with us closely to refine and embed it successfully in the business. He provided consultative sales training for our business development team, undertaken one on one sales training, executive coaching and mentoring, designed and run cultural and team building days. Nick is a trusted and deeply experienced trainer, facilitator and adviser who is very committed to his craft. He listens deeply, asks countless questions to fully understand the issues and opportunities and then delivers first class outcomes."
"The distribution strategy work we did with Taylor Healey was fantastic. Nick's knowledge of the sales process, ability to keep people focussed on objectives while also empowering individuals is second to none. I'd have no hesitation working with him again and again."
"A trusted partner for over a decade delivering first class outcomes across diverse engagements."
Our clients are typically fund managers, asset managers, and wealth distribution businesses operating in the Australian market. Specifically, we work with the people responsible for making distribution work — heads of distribution, GMs of Sales, national sales managers, BDM team leads, and the CEOs who've decided the moment has come to build something more disciplined.
We don't work with everyone who calls. We take time to understand whether there's a genuine fit — whether the business is ready, the leadership is committed, and the problem is one we're genuinely positioned to solve.
We write about the things that matter to distribution leaders in funds management — drawn from two decades of working alongside the people doing the job. Enter your details below to receive any of the following directly to your inbox.
The shift from product-pitching to consultative "whole of business" engagement is no longer optional for Australian fund managers. This paper synthesises the research, names the gap, and outlines what serious distribution capability actually looks like in 2025.
Why most distribution pipeline reviews are a work of fiction — and what a credible, activity-driven pipeline actually looks like.
Open or save the PDF directly — no sign-up required. If you'd like to talk through any of it, we're always happy to have that conversation.