Elevate

Coaching Program Overview

For a complete overview of the program watch the video below.

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View a Complete Program Overview in PDF

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Results

I’ve been in the financial planning business for 14 years and have taken a lot of courses and spent a lot of money. I can tell you that by far this is the best I have been involved with. The price is very reasonable and I have seen improvements in my business, but it is much more than that. I have refocused on my health and my family and I am more focused than I have ever been before. I would highly recommend the program
Bill Richardson

CFP

“Randy is in Professional Development because he cares and is passionate. After seeing many of the reiterated prorams through the financial services industry, Randy stands out from the crowd because of the personal nature of his presentation. As well he is very knowledgeable and has studied the greats in personal motivation and development which shows throughout his presentations. I would recommend Randy for both his speaking and coaching programs without hesitation.” 
Stephen Kennedy

Financial Horizons

"Randy is my professional coach that I have been working with since the fall of 2011. My decision to work with Randy has proven to be one of the best moves I have made and as a result, have recommended Randy countless times. Randy helped me simplify my business, thus increasing my effectiveness. Also by Randy helping me to put everything into perspective, I now know truly "why" I am in my profession; which is fundamental for success! Needless to say I have noticed an immediate positive change in my Financial Planning practice. However, what really resonates with ...
Kevin Hutton

CFP

Randy Taylor is a person you will look back on in your life and say……. “Boy am I glad I met him.  He helped me change my life!”    He will help  you to realize how we all tend to make the little problems in  our lives larger than they really are.  He will help you to break down your goals into small, manageable tasks so that you can accomplish anything you put your mind to.   Randy will help you to realize the answer to “HOW BAD DO ...
Craig Mackenzie

CFP

I feel your program is one of the best programs I have been involved with.  I feel by taking your course several good things happened to improve my business and personal life that at times seemed to be non-existent.  I am confident that I will achieve the greatest success in my career in 2009 and a large part of this must be credited to you and your program, thanks for all your help
Sandy Chiodo

"I've had the privilege of knowing and working with Randy for a number of years. I've always been fascinated with his personable approach and the unique perspective he brings to each presentation. I would recommend Randy and his sevices unconditionally to any individual looking to maximize the inner power that exists in all of us."
Jon Juras-Regional

Director-Investors Group Hamilton

After working with Randy Taylor for 10 months on a one on one basis I can say it was a very valuable and extremely timely experience.  I think the most important things I took away were: Creating a vision for the future and what I wanted to achieve Setting up a tracking system for the business - I think the tracking system I set up with your help is far superior to the one we use at IG. I have much better time management now - the tracking system helps and when it is coordinated with a day plan - ...
Zehra Mahoon

CFP

I started being coached by Randy Taylor 6 months ago, and since coming under his tutelage I have seen a noticeable and ever-increasing improvement in my efficiency and organization. During this period my business has doubled year over year. This quantum shift in my performability has allowed me to get in front of numerous high net worth clients whilst preparing me to better facilitate their needs. Randy is a highly motivating financial lifestyle enhancement specialist and I owe the lion's share of my newfound success and revitalization to him. This program is the cream of the crop, ...
Naunidh Singh Hunjan

Naunidh Singh Hunjan (Nona) CLU, CHS, EPC

"Randy is a great coach, mentor and friend. Randy has helped me to achieve goals that I knew I could achieve but didn't know how. I had used other coaches before. He has helped me realize what is possible to achieve, too many coaches focus on systems and promise quick results. Randy was honest, he told me what is I needed to do and held me accountable. Randy worked on the mental aspects of what I needed to be successful. I'm loving the journey!"
Andrew Jones

CFP

As soon as we finished with your 1st session, …I asked myself the most important question I’ve had in my nearly 40 years: “What is really possible for me?”, and from that day on, your coaching program has helped me to re-set my priorities in my life, and to know  “Why I am doing this?” It has being by far, the most enjoyable and the BEST program I have ever been introduced to, because it does not end with the sessions, it goes with me every day of the rest of my life.-
Mauricio Certantes

When I decided to allow randy to become a part of my stress filled life, it was at a time in my life that I felt trapped by circumstances beyond my control.  After listening to Randy speak, something told me that if I wanted to get control of my life again it would somehow come about with his help. My intuition was right. I went to my first meeting with Randy so stressed that I truly felt my health was in great jeopardy.  Over the months we met, Randy showed me how to take control of my ...
Catherine Gilmour

CFP

"I first met Randy at an industry meeting and heard him speak about how we typically stop before we get to where we are going. It made sense so I approached him after the seminar and hired him to assist me break through to the next level.

For the next while, I and a group of others met with Randy and were guided to learn more about where we were, where we wanted to go and how to get there. This incredible insight spurred on by Randy allowed me to indeed break through in 2011 as did other ...
Brian Shumak

Senior Financial Advisor-CFP

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