Organic Growth Authority for Wealth Advisors and Investment Managers

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Innovative Guidance in Investment Marketing and Distribution
Digital Distribution Integration
Business process review, pain-point identification, solution options, provider analysis, solution positioning and integration, and rollout strategy.
Leadership & Sales Coaching
Leadership needs analysis, individual and team strengths/weaknesses assessment, communication effectiveness analysis, team and individual development and coaching.
Sales Process Development
Thorough process review, dashboard and reporting development, prospecting strategies, discovery and proposal processes, sales coaching, and ongoing training and development.
Distribution Strategy & Advice
Comprehensive market analysis, competitive landscape review, distribution option analysis and overview, positioning, go-to-market strategy, and support structure advice.
Client Retention Strategy
Extensive overview of current service model, service level metrics and accountability, materials and support development, implementation strategy, and success measurement.

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"Drew quickly grasped our firm's most critical business development needs. His insights, based on his deep understanding of the advisory landscape and investment distribution, helped us develop a thoughtful business development plan to enhance our future organic growth."

Dale Harvey - Founder and CEO, Poplar Forest Capital

Who We Serve

RIAs & Fee-based Advisors
Organic growth is the lifeblood of successful wealth advisors. Generating referrals from existing clients and COIs, in addition to developing an effective pipeline of new business leads is vital to an advisory firm's long-term future. It provides growth opportunities for existing associates while also making a firm more attractive within the mergers & acquisitions arena. We can be your guru to maximizing your organic growth rate over time.
Investment Managers
With the ever-shifting landscape of investment distribution, organic growth becomes difficult to generate and even harder to maintain. Assessing the strengths and weaknesses of the various distribution channels is complex. Let our experience across all these channels guide you to the right strategy for sustainable long-term asset growth.
How does your business stack up ?
or CALL NOW (626) 533-0861
Our Advantage
DTaylor Group
With over 30 years experience leading marketing and sales distribution efforts across all channels, our team is uniquely positioned to provide expert solutions and guidance to investment management and wealth advisory businesses of all sizes.