This week on The Financial Planning Podcast, host Lewis Byford welcomes Lindsay Taylor, the Marketing & Business Development Director at Taylor Financial Management. With nearly 15 years of experience in marketing and events, Lindsay has a distinguished background that includes leading marketing activities for Deloitte in the Transportation, Hospitality, and Leisure sectors, as well as spearheading the firm’s flagship events within the Consulting and Technology, Media, and Telecoms sectors.

After her time at Deloitte, Lindsay joined forces with her husband, James Taylor, to enhance the success of his newly founded Independent Financial Advice practice, Taylor Financial Management. She now oversees the firm's marketing, operations, and business development strategy, orchestrates popular client events, and plays a pivotal role in nurturing relationships with professional introducers. Additionally, Lindsay coordinates a local quarterly Financial Advisers Roundtable.

Outside of her professional life, Lindsay is married to James and mother to their son Louie. A travel enthusiast, she is always planning the next adventure. Lindsay also volunteers her time to the social, development, and fundraising committees at the local rugby club.

Tune in to hear Lindsay share her wealth of experience, insights on marketing and business development in the financial sector, and her commitment to community and client education on this week’s episode of The Financial Planning Podcast.

Connect with Lewis Byford: https://www.linkedin.com/in/lewis-byford-b540a6118/

Connect with Lindsay Taylor: https://www.linkedin.com/in/mrslindsayetaylor/

Follow The Financial Planning Club: https://www.linkedin.com/company/the-financial-planning-club/