Breakthrough Coach

Designed to meet the needs of the senior financial advisor looking to take their practice and life to the top.

 

Taylormadeleadership is a recognized leader in the development, delivery and results driven success of professional development programs specific to the financial services industry.  Our programs have received national accreditation from two of the largest financial services companies in Canada.  

The Breakthrough Coach Program was designed to meet the needs of the senior

financial advisor looking to take their practice and life to the top.   It is quite common to achieve a certain level of success, normally above the industry average and then plateau.  There are many factors at play including service related, psychological, structural and creative changes necessary to break through current limitations.  Playing at the top requires all areas to be aligned and all potential to be advantaged.

PROCESS

This program covers a full 12 months of intensive hands on coaching and focuses on the key elements of senior practice development and management. The overriding philosophy of the program is to focus on the attraction and development of a high net worth client practice. There are 7 key elements to the program, which will be delivered in a live all day session with attendees.

All program materials are included in the program. Following the presentation of the 7 key elements, each client will then enter into a process of monthly personal one on one coaching covering each specific each element guiding you through the process from start to completion. We believe this is the cornerstone to the Breakthrough Coach program to ensure clarity, application and most importantly accountability. Clients are also contacted daily with respect to the program’s progress and have unlimited access to Randy Taylor for assistance at any time. As with all Taylormadeleadership programs we guarantee your results.

1-Activity accelerator

The activity accelerator is designed to gain control over daily actions and activities with the focus on the utilization of the best and most effective use of your time. Past clients have said that this one exercise alone will at minimum double productivity and income.

2-Creating your why

This module implements one of the most powerful strategies and business presentation approaches with the key to providing an approach to differentiate yourself from all others in the marketplace.

3-Client base re-alignment

Re-aligning your client base is essential to allow for the correct focus of activity with the right clients, paving the way for a high net worth client practice. Client base re-alignment will provide the structure and necessary time to move to the next level of developing and maintaining a high net worth practice.

4-Relationship mastery

All business development and grow begins and ends with relationships. This module will provide the tools and implement the key steps and strategies necessary to create and solidify relationships with high net worth clients. Relationship based first impressions are essential to attract new clients as well as create an unbreakable bond with existing clients.

5-Team development

One of the primary elements necessary in attracting and securing high net worth clients is related to trust and belief. This element will implement the key structure that will prove you worthy of securing high net worth clients and delivering on the complexities of their financial lives.

6-Superserving A+ clients

Proving value and maintaining loyalty with current high net worth clients will come about through the delivery of a superior level of service. This module will provide a creative, structured and managed approach to super serve all high net worth clients. This is essential in securing and replicating the exact clients you wish to replicate.

7-The Platinum referral process

The referral methodology of each advisor can and should be unique and personal to the individual. This module will provide 3 specific proven referral approaches designed to meet the clients personality as well as that of the advisor. Replicating your A+ clients is a cornerstone to the Breakthrough Coach program.

The Coach

Throughout your entire year you will be working with only one coach. The creator of this programandpresidentofTaylormadeleadership,RandyTaylor. Randyhasquicklybecomeone of the leaders in the world of personal growth and leadership. Eight years ago Randy formed Taylormadeleadership. Through his own personal experience and study for over thirty years he has developed several personal and professional development programs including “The Winner Within”, “EPIC”, “Leaders Edge” coaching and now “Breakthrough Coach”.

These programs have received national accreditation from some of the largest financial services companyinCanada. Randynowcoachesseniormanagementandadvisorsinthetopfinancial servicescompaniesinthecountry. HisclientlistincludesInvestorsGroup,Motorola,Accenture, National Bank, Invesco Trimark, Freedom 55, Xerox, Desjardins, ReMax Realty, Petro Canada, Kraft Foods, The Government of Canada, London Life, Brookfield Homes and many more.

The Next Step

“Inspired thought is the seed of all that is possible. Action is the fuel necessary to bring it to life”. If what you have read has resonated with your desire to take your business and life to the next level I am excited to work with you. We have programs beginning in your area in the near future. Enrollment for each group is limited and we ask that you register early. In the interim if you have any questions please contact:

breakthroughcoach@taylormadeleadership.com
Taylormadeleadership
“The Power to Change From Within”

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Results

"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

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

"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

It's been 2 years since I've completed Randy Taylor's course and I still use many of the strategies he taught.  I've attended many self improvement courses over the years and this has had the most lasting impact on my life.
John Depass

Senior Financial Advisor

Since working with Randy Taylor over the past several months my I cannot believe the changes that have come about.  What was once my yearly income is now my monthly income.  As of this afternoon I surpassed my goals of $1 million and will receive my Pillar Award.  Randy, I could not have done this without you.  I know you took a chance on me and am I ever glad that you did.
Adrian Dew

CFP

When working in an entrepreneurial environment there are many things you can be doing all the time, which can lead to confusion at work and home. Randy's program helped me focus on what was important Consequently my actions and results changed dramatically and I had one my most successful years both at home and work. 
Tim van Pinxteren

CFP, BSC, Division Director, Investors Group

This is the next step in the success coaching by Taylormadeleadership. Wow! What an eye opener in focus and success? From fully understanding your "WHY" to implementing strategies to increase your success, I fully endorse this course for meaning full strategies. It has been one year since taking this course and honing my focus and direction has driven my business to new heights.
Jim French

CFP Senior Financial Advisor

"Randy will make sure you NEVER underestimate what you are really capable of!"
John Osborne

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 I want to thank you for your excellent program The Winner Within with our team. We have found it very helpful to help us achieve our goals. We have found by implementing your process our team is operating more efficiently and everyone is more aware on how to improve life generally.
George Commisso

RBC Securities

"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 completing your three-month course I can’t do without planning my day the night before anymore. When the self-employment solution was introduced I wasn’t sure how effective it was going to be.. As a result of your program I have achieved Pillar in my first 10 months and I’m getting closer to Pillar Plus each week. I achieved Level 2 in the Pursuit of Excellence sales contest in November and I know that this had a direct influence. I look forward to using this technique for the rest of my career! 
Luke Scott

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