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 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 first met Randy at an industry meeting and heard him speak about how we typically stop before we get to where we are going. It made sense so I approached him after the seminar and hired him to assist me break through to the next level.

For the next while, I and a group of others met with Randy and were guided to learn more about where we were, where we wanted to go and how to get there. This incredible insight spurred on by Randy allowed me to indeed break through in 2011 as did other ...

Brian Shumak

Senior Financial Advisor-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

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 want to personally thank Randy Taylor for thetremendous value and service he has provided over the past six months. I attribute your group and one on one sessions as the singlebiggest reason thatI have re-positioned my perspectives in a number of areas. I,like many have in the past been skeptical of services offered by various self-proclaimed“coaches”. My business and personal focus is moving in the desired direction thanks greatly to Randy’s mentorship. I have and will continue to recommend Randy Taylor’s program.

Gary Hogan

CFP

Randy I want to thank you for your excellent program The Winner Within with our team. We have found it very helpful to help us achieve our goals. We have found by implementing your process our team is operating more efficiently and everyone is more aware on how to improve life generally.

George Commisso

RBC Securities

Through the process of utilizing The Winner Within the changes in my life have been incredible, both from a business and a personal prospective. About a year and a half ago I decided to just dive in and trust the program and as a result have been able to make five times the money annually, build stronger relationships with my friends and family and ultimately develop a healthier lifestyle. I am proud to recommend Randy Taylor and The Winner Within program to my friends, family as well as clients as the most hands on personal development program I ...

Gary Doma

Director Life Sciences-IMS

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

"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

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 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

"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

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