nick healey

What nick healey does

Taylor Healey Pty Ltd is a privately held Australian professional services firm founded in 2005 and headquartered in NSW, operating exclusively in financial services distribution. The firm serves Australian fund managers, asset managers, and wealth distribution businesses, typically engaging with heads of distribution, GMs of Sales, and CEOs. Its core offerings are organized across four practice areas: Sales & Distribution Strategy (facilitated strategy work with senior leadership), Sales Process & Toolkit Development (proprietary pipeline frameworks, key account management systems, activity planning, and prospecting disciplines), Consultative Selling & Coaching Programmes (soft skills training for BDMs and sales leaders), and Technology & AI Integration (Salesforce embedding and AI coaching via Relate.us). The Distribution Capability Diagnostic is a proprietary organizational assessment instrument measuring capability across five maturity domains and is positioned as a top-of-funnel diagnostic in the client engagement lifecycle.

The firm operates on a bespoke, quote-based engagement model with no standardized pricing or off-the-shelf programmes — every engagement is designed from scratch around the client's products, channels, team, and competitive context. Go-to-market is direct enterprise field sales, with a structured first conversation that emphasizes diagnostic specificity rather than a generic free consultation. The firm intentionally restricts the number of active engagements, uses research papers and an email newsletter as top-of-funnel content, and acquires clients primarily through referral and direct outreach. Taylor Healey is founder-led by Nick Healey, with no disclosed external investment, subsidiaries, or M&A activity. Client relationships are notably long-tenured, with the longest active relationship at 18 years and a 10+ year average for significant clients, indicating deep embedding of methodology within client distribution organizations.

Name

nick healey

Legal name

Taylor Healey Pty Ltd

Website

https://taylorhealey.com

Company type

Private

Founded year

2005

Operating status

Operating

Short description

Taylor Healey is a privately held Australian consultancy founded in 2005 that provides sales process, strategy, training, and technology integration services exclusively to financial services distribution teams at fund managers, asset managers, and wealth businesses in Australia.

Ownership category

akta.pro rank

Product category

Financial Services Distribution Consulting

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Computer Systems Design and Related Services (54151)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro industry

PRIMARYBPAHACAB

Operations & Process Improvement Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Management Consulting

SECONDARYBPAHAEAF

Data, Analytics & AI Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Technology & Digital Consulting

Keywords

• Financial services distribution
• Sales process consulting
• Consultative selling training
• Sales coaching programs
• CRM sales integration

Headquarters

HQ city

NSW

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Professional Services - Strategy: Facilitated strategy work with senior leadership teams including defining channels, segments, and capabilities prioritization, then translating into executable plans. Delivered through workshops and ongoing implementation support.
2. Professional Services - Sales Process Development: Building sales process infrastructure including pipeline frameworks, key account management systems, activity planning, and prospecting disciplines. Custom-built for each client organization.
3. Professional Services - Training & Coaching: Consultative selling and coaching programmes designed specifically for financial services distribution professionals. Includes individual coaching, executive mentoring, and team training programmes.
4. Professional Services - Technology Integration: Embedding sales processes into CRM platforms (Salesforce) and AI coaching tools. Includes process design, prototype development, platform embedding, and adoption support.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Taylor Healey provides bespoke consulting, training, coaching, and technology integration services exclusively to financial services distribution teams in Australia. The firm helps fund managers, asset managers, and wealth distribution businesses build sales discipline, pipeline rigour, consultative selling capability, and structured coaching practices through four practice areas: Sales & Distribution Strategy, Sales Process & Toolkit Development, Consultative Selling & Coaching Programmes, and Technology & AI Integration. Every engagement is designed from scratch around the client's products, channels, team, and competitive context, with the firm remaining involved through implementation until new behaviour becomes the default.

Product overview

Taylor Healey offers a portfolio of four interconnected practice areas for financial services distribution capability development, all delivered exclusively within financial services. The core offering consists of Sales & Distribution Strategy (senior leadership facilitation), Sales Process & Toolkit Development (proprietary methodology including Key Account Management, Pipeline & Forecasting with activity-driven probability models, Sales Activity Planning, and Prospecting frameworks), Consultative Selling & Coaching Programmes (soft skills training for BDMs and sales leaders), and Technology & AI Integration (CRM embedding and AI coaching). The Distribution Capability Diagnostic serves as the proprietary assessment tool that benchmarks capability across five maturity domains before any engagement.

Differentiator

Problem solved

Functional benefit

Products and services

• Sales Process & Toolkit Development Most hands-on practice area building the infrastructure that makes sales performance measurable, consistent, and repeatable. Covers four domains: Key Account Management (account tiering, planning templates, relationship mapping, partnership governance), Pipeline & Forecasting (activity-driven probability model, four-stage gate framework with YES/NO qualification questions, manager coaching framework), Sales Activity Planning (territory planning, activity target-setting, BDM planning templates, activity dashboards), and Prospecting (structured frameworks, warm/cold market segmentation, outreach sequencing, referral frameworks). Built custom for each client financial services distribution organization.
• Distribution Capability Diagnostic Proprietary organizational assessment instrument built specifically for financial services distribution teams. A structured maturity assessment that measures capability across five domains — Distribution Strategy, Sales Process Maturity, Consultative Capability, Sales Leadership and Coaching, and Technology and Enablement — using behavioural descriptors at five maturity levels. Produces a precise capability profile, leadership vs. team variance map, and prioritised development agenda.
• Sales & Distribution Strategy Facilitated strategy work with senior leadership and distribution teams drawing on twenty years of financial services distribution experience. Covers distribution strategy definition, leadership alignment, capability gap identification, strategy-to-plan translation, distribution model design, go-to-market strategy, channel prioritisation, and value proposition development for Australian fund managers and asset managers.
• Consultative Selling & Coaching Programmes Soft skills training designed specifically for financial services distribution professionals covering consultative selling, advanced questioning and listening, value proposition development, objection handling, decision-making psychology, meeting structure, follow-through and commitment, and sales coaching for leaders. Built around the client's products, clients, and market — never off-the-shelf — for BDMs and sales leaders.
• Technology & AI Integration Embedding the sales process into the tools the team actually uses — CRM integration and AI-powered coaching reinforcement. Process design first, technology second. Includes Salesforce embedding via a specialist integration partner (pipeline stages, probability automation, activity tracking, manager dashboards) and AI coaching via Relate.us that surfaces consultative selling behaviours in real time.

Quantifiable outcome

• 18-year client relationships (longest active) and 10+ year average for significant relationships
• +3 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability3 records

Feature5 records

Partnerships

One partnership is on record.

• Salesforce Integration PartnercoreTechnology or IntegrationTaylor Healey works with a specialist Salesforce integration partner to embed their sales process methodology - including pipeline stages, probability automation, activity tracking, and manager dashboards - directly into Salesforce. The partnership follows Taylor Healey's principle of process design first, technology second: the process is designed, tested, and validated before the Salesforce build begins.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Mercuri International: Mercuri International is a European-headquartered sales transformation and training firm delivering customised sales programmes and coaching across industries. It is comparable to Taylor Healey as a sales capability consultancy, though it operates at greater scale and broader geography.
• Richardson Sales Performance: Richardson Sales Performance is a global sales training and performance consultancy that builds customised sales processes and consultative selling capability for B2B sales teams. It is a direct peer because Taylor Healey competes for the same enterprise buyer (heads of distribution/sales) seeking sales process and consultative selling uplift, albeit with a generalist rather than FS-specialist focus.
• Huthwaite International: Huthwaite International is a sales performance consultancy best known for the SPIN selling methodology and behavioural change programmes for sales teams. Comparable to Taylor Healey because both deliver consultative selling capability and structured sales process design, though Huthwaite operates globally and across industries.
• Sales Performance International: Sales Performance International (SPI) is a sales transformation consultancy that builds customised sales processes, methodologies, and training for enterprise sales organisations. It overlaps directly with Taylor Healey's sales process development and consultative selling practice areas.

Broad incumbents

• McKinsey & Company: McKinsey is a global management consultancy with sales and go-to-market transformation practices serving large financial services clients. Comparable to Taylor Healey as a broad incumbent that can deliver sales and distribution strategy work for asset managers, though at much greater scale and breadth.
• Korn Ferry: Korn Ferry is a global organisational consulting firm with sales transformation and sales effectiveness practices serving large enterprises. It is a broad incumbent peer because it competes for the same enterprise sales transformation budgets at greater scale, even though it operates across functions rather than specialising in Australian FS distribution.
• Bain & Company: Bain & Company is a global management consultancy with financial services and sales effectiveness practices serving large asset managers and wealth firms. Comparable as a broad incumbent that competes for distribution and go-to-market strategy engagements in financial services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/taylor-healey-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about nick healey