Speaking / Workshops
Drew Taylor, our CEO, is an engaging speaker who brings a unique perspective from his 30 years in the financial services industry. His presentations are educational, entertaining, and filled with actionable ideas that can be implemented immediately.

Drew also serves as an expert resource to the media on numerous topics related to the investment management and wealth advisory industries - to include active vs. passive funds, the changing fund distribution landscape, mutual funds share classes, and the digital transformation of wealth management.
We conduct both 1/2 and full-day workshops tailored to investment management and fee-based wealth advisory firms and their specific needs. These sessions are presented to teams or entire firms.

Sample 1/2 Day Workshop:
  • The Evolving World of Sales (2 hours)
  • Filling Your Pipeline (30 minutes)
  • PEDAL Sales Process (2 hours)

Full Day Workshops incorporates role-play practicing of the techniques discussed in the main workshop sessions.

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