Facilitated strategy work with senior leadership and distribution teams at some of Australia's most complex financial services organisations. This is not off-the-shelf strategy consulting — it is deep, experienced facilitation that helps leadership teams think clearly about how they grow.
Most strategy work produces a document. Taylor Healey produces decisions — and the alignment to act on them. We work with heads of distribution and senior leadership teams at moments that matter: a new product launch, a team restructure, a market expansion, a leadership transition, or simply the recognition that growth requires a more intentional approach.
We draw on twenty years of working exclusively inside financial services distribution to ask the questions that cut through — and to recognise the answers that actually hold.
Typically CEOs, heads of distribution, and chief revenue officers at asset managers, fund managers, and wealth businesses who need external facilitation to cut through internal complexity and competing priorities. Often the entry point for a broader Taylor Healey engagement.
Every strategy engagement is different, but the questions are consistent: which channels, which segments, which value proposition, and what capability gaps stand between current performance and strategic ambition.
Before we facilitate anything, we listen. Individual conversations with key stakeholders to understand the real situation — not just the stated one. What's working, what isn't, where the disagreements live, and what's already been tried.
Structured facilitation with the leadership team — designed to surface the real choices, build genuine alignment, and produce decisions that stick. Not a presentation of our views. A process that draws out theirs.
Strategy outputs translated into a clear, prioritised action plan — with owners, timelines, and the metrics that will tell you whether it's working. Designed to be used, not archived.
We typically remain involved through the early implementation phase — not to do the work for the team, but to hold the process accountable and help navigate the inevitable obstacles.
"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."
"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."