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 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 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

"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

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

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 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

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

"Randy Taylor is a true professional and great mentor.
I first met Randy at my Financial Center in the fall of 2011 where he asked a group of Advisors : "Why are you here?"
That question alone has caused me to sign up with Randy and I have never looked back. He has been a true believer in me and has shown me why I am truly in this business and how to structure my business more efficiently and show me how to be not only a better advisor, but a better person. He has helped me ...

Don Kellough

Senior 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

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

"Randy is a great business and personal coach who connects on multiple levels.
He is very personable and works with those who want to be helped. I really enjoyed his approach to life as a movie. Fast forward to the last day of your life and what would it look like? Work back from there and build the script to make it happen.
Randy's coaching sessions are one of the best investments you can make in yourself and your business!

Barry Clement

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

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