The Self-Directed Success Solution

Coaching Program Overview

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

View a Complete Program Overview in PDF

To inquire about The Self-Directed Success Solution training and development program
for yourself or your team click here.

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Results

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

I have been to many workshops and seminars and Randy’s has made the most sense and the results are already showing.  I would recommend this program to all levels of business owners to take your business to the next level.  
Sheila Kirkeby

“Randy Taylor’s program not only gave me a lot of clarity about what it is that I want from life, it also helped with many of the practical day to day components of my business.  The result?  I was immediately able to implement methods and strategies that were in line with what is truly important to me.  The tools given in the program were a real gain to getting organized and simplifying my business”
Jed Levene

BA, CFP, CLU, RHU, FMA

Randy Taylor has done some great work for our region. What I like best about Randy's programs is that Randy is a student of his own teachings. Randy has the courage to seek out his passion and challenge any mindset to the contrary. Randy is a great business coach in helping us find balance in a very busy life. Trying to live in the present, 
Tony Caron

Regional Director-F-55-Barrie

"I had the privilege of being introduced to Randy late in 2010 and knew from our very first conversation he had something different to offer. All too often industry coach have great talks but don't have the knowledge or material to make them a highly valued part of an advisor's success. Randy is unique in that he brings passion, knowledge and commitment along with his bag of tools. The result, best year of my career to date, daily resources I use and will continue to use. Knowledge that Randy's commitment is genuine and sincere. Randy brings what ...
Stephen Palmer

CFP

“The Winner within gave me the ideas I needed to move to the next level in life.  Randy challenges you to re-think, re-focus and re-energize.  After completing the program I am stepping-up in my professional and personal life”-
Tully Campeau

"Randy Taylor is a true professional and great mentor.
I first met Randy at my Financial Center in the fall of 2011 where he asked a group of Advisors : "Why are you here?"
That question alone has caused me to sign up with Randy and I have never looked back. He has been a true believer in me and has shown me why I am truly in this business and how to structure my business more efficiently and show me how to be not only a better advisor, but a better person. He has helped me ...
Don Kellough

Senior Advisor-CFP

I completed Randy’s coaching program this past fall. I enjoyed the best year I have every had in my career with a productivity increase of over 50%. It helped me stay focused and confident every day by building up the good habits and getting rid of the bad ones. I have recommended Randy’s program to many colleagues and friends. I am more focused than I ever have been in my life-
Kathy Duguay

CFRB

I have worked with Randy for the past 3 years. He has proven to me to be a great coach, leader and inspiration to my business. I would have no hesitation to recommending Randy to any of my colleagues
Phil Hale

Senior Financial Advisor

"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

To anyone considering taking part in Randy’s program, I have one small piece of advice: just do it! For me, the experience has been one that truly removed the veil of doubt from over my eyes and opened my sight to the true possibility of my own potential. The assignments Randy provides make you really look within yourself and discover truths that were either forgotten or never discovered to begin with. They provide action and accountability, key ingredients to the success of one’s goals. On top of the coaching, Randy always makes himself available to share ...
Elena Barone

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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