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 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

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

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

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

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

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 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 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

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

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 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’s Winner Within coaching program has had a profound impact on my personal and business life. You simply cannot afford to miss out on the opportunity to work with Randy.  Jamie Cote-CFP 
Jamie Cote

CFP

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