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 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

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 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

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 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

I want to thank you for what I consider to be the best training program I have ever attended. The last three months of my life has been more productive and fulfilling than at any other time. My life has truly changed because of you and I wish I had the opportunity to attend this program when I first began in this profession. The program has helped me both from a business and personal perspective. I recommend your training program to anyone. Please continue to transform lives and help people discover the winner within....
Gavin Jansen

CFP

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

To anyone considering taking part in Randy’s program, I have one small piece of advice: just do it! For me, the experience has been one that truly removed the veil of doubt from over my eyes and opened my sight to the true possibility of my own potential. The assignments Randy provides make you really look within yourself and discover truths that were either forgotten or never discovered to begin with. They provide action and accountability, key ingredients to the success of one’s goals. On top of the coaching, Randy always makes himself available to share ...
Elena Barone

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

"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

As soon as we finished with your 1st session, …I asked myself the most important question I’ve had in my nearly 40 years: “What is really possible for me?”, and from that day on, your coaching program has helped me to re-set my priorities in my life, and to know “Why I am doing this?” It has being by far, the most enjoyable and the BEST program I have ever been introduced to, because it does not end with the sessions, it goes with me every day of the rest of my life.-
Mauricio Certantes

"Randy is a great coach, mentor and friend. Randy has helped me to achieve goals that I knew I could achieve but didn't know how. I had used other coaches before. He has helped me realize what is possible to achieve, too many coaches focus on systems and promise quick results. Randy was honest, he told me what is I needed to do and held me accountable. Randy worked on the mental aspects of what I needed to be successful. I'm loving the journey!"
Andrew Jones

CFP

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