Dave Taylor Email and Phone Number
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Dave Taylor personal email
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With over 20 years of experience in sales and marketing, I am a seasoned professional. Through my work with Planswell, I advise on innovative pipeline building solutions that help financial professionals grow their business and reach more households that need financial advice. I am passionate about helping entrepreneurs and small business owners achieve their goals and succeed in their markets. I have a proven track record of selling new services, creating and executing marketing strategies, building strategic alliances, and leading teams in start-up and established environments. I serve as an executive advisory board member at Lands End Luxury Homes. I also serve as an executive advisory board member at Chameleon Digital Marketing, where I was previously the sales director for 14+ years. I have extensive knowledge and experience in marketing communications, SaaS, securities, advertising, media, real estate, accounting, and legal industries. I am an agile learner, a collaborative partner, and a critical thinker with a growth mindset.
Planswell
View- Website:
- planswell.ca
- Employees:
- 48
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Pipeline Building Strategist To The Financial Services IndustryPlanswellAurora, On, Ca
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Helping Financial Advisors Build Consistent And Predictable PipelinePlanswell Jan 2023 - PresentGreater Toronto Area, CanadaHelping financial advisors discover a better way to reach and engage with households that need financial advice. The result is a stronger, more predictable pipeline for advisors, and households that are better prepared for their financial future.
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Executive Advisory Board MemberSurf Digital Marketing Feb 2023 - Present -
Executive Advisory Board MemberLands End Luxury Homes Jun 2017 - PresentToronto, Ontario, Canada -
Sales DirectorChameleon Local Marketing Nov 2008 - Dec 2022Aurora, Ontario, CanadaChief salesperson and client liaison for agency providing marketing solutions for entrepreneurs across North America who arestarting and growing small businesses.• Achieved 20% growth in each of last 3 years• Consults with entrepreneurs to identify goals, highlight gaps in strategy and launch new marketing programs.• Sells services to be executed via SEO, website development, digital ads and social media management.• Manages team of marketing and technical staff to execute solutions.
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Sales DirectorLook Local Magazine Jul 2015 - Dec 2019Toronto, Ontario, Canada• Founded the business and achieved 40%+ growth each year.• Sold print and digital advertising targeted at local female consumers.• Built and managed team of editorial, design and photography staff. -
Sales DirectorThe Real Estate Book May 2008 - Dec 2015Ottawa, Canada Area• Achieved 5 fold revenue growth and moved from distant last in the market to first in only 30 months.• Sold print and digital advertising to local realtors and business owners to reach local home buyers and home sellers.• Managed team of editorial and design staff who contributed content for the magazine. -
Franchisee Sales Coach - Canada & UsaNewpoint Media Group 2006 - 2008Toronto, Canada AreaSales and business coach for organization whose franchisees were local publishers of print and digital real estate and home improvement magazines.• Grew business 15% per year amid a constantly shifting landscape of media and technology in print, web and mobile environments.• Trained owners in telemarketing, email marketing and other techniques to drive sales.• Conducted business analysis with franchisees to establish sales goals, plan tactics and track results.• Recruited new magazine franchisees and launched new magazines. -
Sales And Performance CoachIndependent Jun 2003 - May 2006Toronto, Canada AreaCoached individuals to improve telesales and in persona sales efficiency, goal setting, and performance.• Conducted one-on-one sessions to assess requirements, create plans follow implementation and encourage adjustments to stay on target.• Individuals consistently exceeded sales quotas.
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Director Of Marketing & Business DevelopmentWolters Kluwer Canada Jan 2000 - Jun 2003Toronto, Ontario, CanadaLed marketing and business development efforts for Wolters Kluwer's CCH Canadian tax and accounting organization• Created the company’s Business Development Department, resulting in new revenue streams and a doubling of strategic partnerships• Directed strategy for national B2B and B2C marketing programs• Restructured marketing department, adding revenue responsibility to marketing managers, enhancing ownership of cost and revenue targets resulting in 5% margin growth• Added inside sales team as revenue tool for marketing managers, resulting in growth of new product lines by 20%. -
National Accounts ManagerWolters Kluwer Canada May 1998 - Jan 2000Toronto, Canada Area• Achieved average 20% annual revenue growth each year in role• Managed relationships and negotiated contracts with the company’s Canadian enterprise customers for SAAS.• Hired, trained and managed internal telemarketing team of 8 reps.• Created program to involve key customers in product development process – resulted in 3 new product launches.
Dave Taylor Skills
Dave Taylor Education Details
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Marketing Management -
Pre-Law Studies -
Ontario Securities CommissionSecurities Regulations Required For Licensing -
Ontario Securities InstituteFinance And Securities Theory
Frequently Asked Questions about Dave Taylor
What company does Dave Taylor work for?
Dave Taylor works for Planswell
What is Dave Taylor's role at the current company?
Dave Taylor's current role is Pipeline building strategist to the financial services industry.
What is Dave Taylor's email address?
Dave Taylor's email address is dt****@****reb.com
What is Dave Taylor's direct phone number?
Dave Taylor's direct phone number is +161387*****
What schools did Dave Taylor attend?
Dave Taylor attended Northwestern University - Kellogg School Of Management, Schulich School Of Business - York University, Carleton University, Ontario Securities Commission, Ontario Securities Institute.
What are some of Dave Taylor's interests?
Dave Taylor has interest in Family, Skiing, Real Estate, Cottage, Friends.
What skills is Dave Taylor known for?
Dave Taylor has skills like Online Advertising, Email Marketing, Lead Generation, Seo, Publishing, Advertising, Social Media Marketing, Social Media, Sales Management, Customer Service, Online Marketing, Marketing.
Who are Dave Taylor's colleagues?
Dave Taylor's colleagues are Ferdianto Ferdianto, Mark Maynard, Jackie Johnson, Clay Macdonald, Aditya B., Sabrina Kolodziej, Dalton White.
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