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

"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

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

Over a period of many years as an investment advisor, I had listened to numerous tapes or attended seminars given by "motivational" speakers. There was always a missing link that left audience members, especially me, asking the question…how??? What is the process? Randy Taylor has done exactly that for me. Over the past 14 months, my "book size" has increased by over 15% and I achieved a record level in revenue production.
This in what can easily be described as one of the most tumultuous financial periods in recent history. I credit Randy with helping ...

Albert Brandstatter

National Bank Financial

"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

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

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

When I first met Randy I was struggling in my first 18 months in the business and not producing much. Since working with Randy over the past couple of months my business has completely turned around. Year to date I have closed over $800,000 in new business and now completely believe in myself. I would wholeheartedly recommend Randy’s coaching services. Randy truly believes in people and inspires those he coaches to take the steps necessary to move in the directions of their dreams.

Korrie Silver

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 have read numerous books, attended numerous seminar/lectures, watched many videos on the theory but none of them show you how to start on the path and what to do to continue. Randy Taylor has mastered the process to truly become successful. I am now on my 6th month of the process and the changes I have seen in my personal, family and work life are almost unbelievable. Thanks Randy for making it so simple.

Jim French

CFP, CGA Senior Financial Consultant

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

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

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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