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
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Results

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

Randy creates breakthroughs. He helps you get balance, focus -- and direction. Double your income.
Julian Wise

Wise Advisory

I met Randy through a friend and at the time had pretty good direction in my life.  I had great personal relationships and was doing well in my career.  However, I’m a big believer in continuous improvement and for this reason began working with Randy, not knowing the results would have profound impacts on my life.  All of the exercises I worked through with Randy have played an important role in my development and creating those habits have been invaluable.  Beginning each day by writing my gratitudes have given me an even more positive ...
Mike Ankers

National Sales Director Richardson GMP

I was introduced to Randy Taylor and the Taylormadeleadership coaching program last year. I have found the program to be very effective and very hands on. He has worked with my entire management team and has provided great value in assisting them to develop the skills to coach their own people. He is also working with a team of consultants currently in my office and the feedback is very positive. I would highly recommend Randy Taylor and his coaching program and seminars.
Art Jefferson

Regional Manager Freedom 55

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

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

Over the years I have involved myself in many different programs, here in Canada and in the US, from NLP and Strategic Coach to Tony Robbins and some fabulous selling programs, books and audio material.  Randy Taylor’s ideas, positive philosophy and the consistent, regular follow- up, is exactly what I have been missing  -- and I just love how all the pieces of my life are coming together as a result of your influence.  I told our Region Director today that Randy Taylor is the best thing that's happened to our ...
Jeremy Parsons

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

“The Randy Taylor Winner Within program provides advisors with valuable practice management tools as well as addressing the core motivational requirements for long term success. It is a succinct compilation of many of the best programs I have taken over the past 25 years. However, the follow up and daily exercises are what differentiates the program from all others. I would strongly recommend this program for advisors of all tenure.”
Frank Santelli

Regional Director-Investors Group

“"Randy Taylor was brought in to coach my team with The Winner Within. As we have had experience with coaches before my people were hesitant at first. That soon changed. Randy was able to connect with my people and myself and provided exceptional value in not only his clear understanding of the steps necessary to achieve goals but also in providing the tools necessary to succeed. Great job Randy. I would highly recommend him to anyone looking to grow".
Mark Evanylo

Bell Canada Manager-Real estate division

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 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

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