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”

Results

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 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

"It has been a great pleasure working with Randy, he has developed a program with intense thought provoking strategies and exercises. I never dreamed I would have discovered so much about myself and the relationship I had with my clients. I have been excited implementing many of his strategies in my day to day, and feel a breath of fresh air has been provided in what can be a difficult industy. I look forward to what each day will bring and how I will use my new skills to handle whatever comes my way.
Thanks Randy for doing ...

Amber Hanlon

GBS Group Benefit Solutions Inc

“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

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

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

I have taken Randy Taylor’s program “The Winner Within” and have recommended it to many of my colleagues and friends. To say that we have been thoroughly impressed is a gross understatement. I am particularly pleased with the impact he has made on both my business and personal life in the last year. My goal was to create a deeper level of “conscious” competency in my business so I may better impact those I coach and develop. I would highly recommend him and now understand that Randy makes people better at what they want ...

Mike Woods

CFP Director of Business Development Freedom 55 Financial

I have been working in financial services for the past 13 years. I have realized now that before taking Randy's course I was just going with the flow and had not realized my potential. Since taking the course I now seen what I am capable of and look forward to exciting opportunities and a new beginning. This was the best investment of time and effort I ever made. Thanks Randy

John Smyth

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

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 Taylor’s coaching program “The Leadership Within” is a powerful program that helped me to transform not just one area of my life, but several. What I liked about the program is that it is holistic in its approach, with all my goals being worked on at the same time and on all different levels. The program helped me to remove the blocks that were stopping me from seeing my potential. I had tried other “new age” and coaching methods previously, but none deliver the permanent positive life changes ...

Hazel Lamarre

"We have hired Randy Taylor a number of times to speak at Financial Horizons meetings and conferences. He has connected every time to all of our brokers and stands out as a top communicator who truly understands our business and the solutions necessary to create success. I would highly recommend him to anyone looking to impact their team".

Tina Plett

Marketing manager-Financial Horizons

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