Soft skills training designed specifically for financial services distribution professionals. Not adapted from another sector. Not off-the-shelf and rebranded. Built around your products, your clients, and your market — every time.
Most sales training in financial services is borrowed from another industry and adjusted around the edges. The language is wrong. The examples don't fit. The advisers being role-played don't sound like real advisers. And BDMs can tell the difference in about fifteen minutes.
Taylor Healey builds training that is specific to the world your BDMs actually work in — which is why it lands differently. The examples are real. The objections are real. The pressure is real. And the skills transfer.
Every programme begins with a capability assessment — individual conversations with BDMs and their managers to understand where the real gaps are. We don't assume. We ask.
The case studies, the role plays, the objection scenarios — all built around your products, your clients, and the conversations your team actually has. Nothing generic.
Theory has its place. But the sessions are built around doing — practising real conversations, getting real feedback, and developing real skill. Not watching slides.
A programme is not a single event. We design for embedding — with follow-up sessions, manager coaching support, and reinforcement tools that keep the learning alive after the workshop ends.
Most sales managers in financial services got the job because they were excellent at selling. But the skills that make a great BDM and the skills that make a great coach are different — and the gap is rarely addressed.
Taylor Healey works with sales leaders to build a coaching practice that is structured, consistent, and tied to real performance levers. Not generic coaching theory. Not one-size-fits-all models. A coaching approach built around the actual process and tools the team is using — so that feedback is specific, objective, and developmental.
"Taylor Healey improved 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 — he brought deep real-world experience to add colour to the theory."
"I have had the pleasure of working with Nick and his team for over a decade. He provided consultative sales training for our business development team, undertaken one on one sales training, executive coaching and mentoring. Nick is a trusted and deeply experienced trainer, facilitator and adviser who is very committed to his craft."