Taylor DavisEvery podcast appearance, updated as new ones drop

What happens to your business if you don't make it home today? Taylor Davis watched his father — a top vascular surgeon making great money — die at 48 with almost no coverage after a business partnership dissolved and the insurance went with it. His mother sold her dream home and went back to work. That experience became his life's mission. Taylor Davis is a Wealth Management Advisor with Northwestern Mutual, approaching 34 years in the business. He works with individuals and closely held businesses on succession planning, buy-sell agreements, life insurance, long-term care, and charitable giving strategies. A multi-time NAIFA Quality Award recipient and Million Dollar Round Table alumnus, Taylor has spent three decades asking the questions most business owners never get asked — and helping families avoid the financial devastation he witnessed firsthand. In this episode, Taylor shares the origin story that drove him into financial planning, the sales lessons from knocking on doors in North Dakota, and why the most important question in any business relationship is: what happens when you don't make it home? 🎯 What We Cover: Why high-income earners are often the most underprotected What really happens to a buy-sell agreement when partners stop getting along The question every business owner avoids — and why you can't afford to How to approach succession planning for a family business with kids in and out Why discovery never stops — even after 30 years with the same client The door-to-door sales lessons that still drive Taylor's practice today How to ask for referrals without feeling like you're crossing a line Long-term care planning and what COVID revealed about coverage gaps Charitable giving strategies that outlive the founder's wishes Why identity rooted in work — not faith or family — leads to bad outcomes 🤝 Connect with Taylor Davis: 🌐 https://www.northwesternmutual.com/financial/advisor/taylor-davis/meet-taylor 💼 https://www.linkedin.com/in/taylor-davis-b926564/ 💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/ 🎙️ Follow The Deal Podcast: 🌐 https://www.thedealpodcast.com/ 💼 https://www.linkedin.com/in/joshuabrucewilson/ ▶️ https://www.youtube.com/@dealpodcast DISCLAIMER The Deal Podcast is for informational and educational purposes only. Nothing discussed constitutes investment advice, a solicitation, or a recommendation to buy or sell any security. Always consult a licensed professional before making financial or investment decisions.