Trailhead Consulting

Trailhead Consulting partners with financial services firms to accelerate growth and drive sustainable results through specialised expertise in distribution strategy, sales process optimisation, and strategic business operations.

About Us

Drawing on nearly 30 years experience across training, marketing, distribution, recruitment and project management, Trailhead Consulting have a specialist understanding of financial services industry.

We help financial services businesses transform their market engagement, implement scalable methodologies, and develop operational frameworks that maintain profitability as they grow. By combining deep industry knowledge with practical implementation, we deliver solutions that connect investment products with the right opportunities and create lasting strategic partnerships.
Damen Purcell

Services

Trailhead Consulting partners with financial services firms to accelerate growth and drive sustainable results through specialised expertise in distribution strategy, sales process optimisation, and strategic business operations. 
We help financial services businesses transform their market engagement, implement scalable methodologies, and develop operational frameworks that maintain profitability as they grow. 
By combining deep industry knowledge with practical implementation, we deliver solutions that connect investment products with the right opportunities and create lasting strategic partnerships.

Fund Distribution and Sales

We partner with asset management firms to drive sales of specific investment products through strategic, targeted approaches. We specialise in identifying and engaging key advice groups, platforms, and asset consulting services that align with clients' growth objectives.

Our methodology involves creating sophisticated client segmentation strategies and developing customised messaging that resonates with different market segments. We implement high-volume, systematic sales processes that follows a disciplined rhythm of engagement through email, call, and follow-up sequences.

We also develop targeted strategies that help asset managers expand into underrepresented areas, ensuring comprehensive market coverage and maximising distribution potential.

Sales Process Development and Implementation

We help financial services firms develop and implement comprehensive sales methodologies tailored to their unique needs. We design end-to-end sales workflows that take clients from prospect identification through to closing, while building structured engagement approaches that strengthen client relationships.

By integrating appropriate technology solutions and building scalable processes, along with creating robust reporting and forecasting tools, we enable firms to analyse and improve their sales outcomes and manage increased client volume efficiently.

We also provide a hands-on approach to staff training on sales process execution and best practices, ensuring teams can effectively implement coordinated selling and account management strategies that drive sustainable growth.

Strategic Business Operations Consulting

We function as a trusted advisor at the COO level, helping financial services businesses optimise their operations for efficiency and growth.

We develop comprehensive business plans with clear targets for revenue growth, while also implementing strategies to maintain and strengthen existing client relationships. Our approach includes establishing systems that enable scalable business growth without corresponding increases in operational complexity.

We assist clients with developing compelling marketing strategies that enhance brand visibility in targeted segments. Our industry expertise also extends to fund and product research methodologies, as well as streamlining investment committee processes.