Dave Taylor

Dave Taylor has a diverse work experience spanning over several years. Dave is currently working at Planswell, where they help financial advisors build a consistent and predictable pipeline. Dave joined the company in January 2023.

Dave is also an Executive Advisory Board Member at Chameleon Local Marketing, a position they have held since February 2023.

From 2008 to 2022, Dave worked at Chameleon Local Marketing as a Sales Director. During their tenure, they achieved a 20% growth in each of the last three years. Dave consulted with entrepreneurs to identify goals, highlighted gaps in strategy, and launched new marketing programs. Dave'sresponsibilities also included selling services related to SEO, website development, digital ads, and social media management.

From 2015 to 2019, Dave served as the Sales Director at Look Local Magazine, which they founded. Dave achieved consistent growth of 40% or higher each year, and they sold print and digital advertising targeted at local female consumers. Additionally, they built and managed a team of editorial, design, and photography staff.

Before Look Local Magazine, Dave worked at The Real Estate Book from 2008 to 2015, where they were responsible for sales. During their tenure, they achieved substantial revenue growth, moving the company from last place in the market to first in just 30 months. Dave sold print and digital advertising to local realtors and business owners, and they managed a team of editorial and design staff.

Prior to that, Dave was a Franchisee Sales Coach at NewPoint Media Group from 2006 to 2008. Dave worked with franchisees who were publishers of real estate and home improvement magazines. Dave successfully grew the business by 15% each year and provided training in telemarketing, email marketing, and other sales techniques.

In their independent work from 2003 to 2006, Dave served as a Sales and Performance Coach. Dave coached individuals to improve their telesales and in-person sales efficiency, goal setting, and performance. Through one-on-one sessions, they helped individuals consistently exceed their sales quotas.

Dave's early career includes a role as a National Accounts Manager at Wolters Kluwer Canada from 1998 to 2002. Dave achieved an average annual revenue growth of 20% and managed relationships with the company's Canadian enterprise customers. In addition, they hired, trained, and managed an internal telemarketing team of eight representatives. Dave also implemented a program to involve key customers in the product development process, resulting in three successful product launches.

Overall, Dave Taylor brings a wealth of experience in sales, business coaching, and marketing to their current role at Planswell. Dave'sdiverse background and proven track record of success make him a valuable asset in any organization.

Dave Taylor has a diverse education history. In 2001, they obtained a certificate in e-business from Northwestern University - Kellogg School of Management. The following year, they earned another certificate in Marketing Management from Schulich School of Business - York University. Prior to these certifications, Dave pursued Pre-Law Studies at Carleton University, although the specific dates are unknown. Furthermore, they completed the Registered Representatives Course and Licensing Exam at the Ontario Securities Commission, focusing on securities regulations required for licensing. Additionally, Dave completed the Canadian Securities Course at the Ontario Securities Institute, which provided a comprehensive understanding of finance and securities theory.