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

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 Taylor has figured it out; his program understands what it means to inspire someone to lead his or her life with growth, prosperity, and happiness. Through the implementation of the exercises, this program can have an amazing impact on anyone.

Rhowena Adolfo

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 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 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

For the past 18 months Randy Taylor has been working with my consultants in my Division in the Toronto East office. Over the years I have worked with many coaches. From the beginning I could see that Randy Taylor with his Taylormadeleadership program was different. He has created a great system to develop self-belief in his clients and those who have taken his course have shown tremendous growth. Their newfound success has set the benchmark for what is possible in my Division. I would highly recommend Randy Taylor for both his seminars and coaching programs

Alex Bril

CFP-Division Director

I have been in the financial services industry for the past 35 years and have spent a great deal to time and money attending many seminars and coaching programs, including the Million Dollar Round Table (MDRT).I can assure you that participation in Randy Taylor's coaching program , has by far , been the most valuable investment of time and money that I have ever made. I would strongly recommend this program to anyone who wants to improve their personal and business lives and want to become the best that they can possibly be.

Keith Jansen

“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 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 was referred to me about a year ago and in that time Randy has been a welcomed member in our Region. He has worked with our New and Senior Consultants alike and I can tell you that his program is excellent although I do think he needs to charge more...he explains that money is not his main motivation for doing what he does. He is a very sincere man, very cordial and professional [none of this rah stuff] and his program really focuses on the Consultant as a "person” I can see Randy and ...

Perry Catena

CFP

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

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