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”

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Results

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 had the privilege of being introduced to Randy late in 2010 and knew from our very first conversation he had something different to offer. All too often industry coach have great talks but don't have the knowledge or material to make them a highly valued part of an advisor's success. Randy is unique in that he brings passion, knowledge and commitment along with his bag of tools. The result, best year of my career to date, daily resources I use and will continue to use. Knowledge that Randy's commitment is genuine and sincere. Randy brings what ...
Stephen Palmer

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

“Randy is in Professional Development because he cares and is passionate. After seeing many of the reiterated prorams through the financial services industry, Randy stands out from the crowd because of the personal nature of his presentation. As well he is very knowledgeable and has studied the greats in personal motivation and development which shows throughout his presentations. I would recommend Randy for both his speaking and coaching programs without hesitation.” 
Stephen Kennedy

Financial Horizons

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

After working with Randy Taylor for 10 months on a one on one basis I can say it was a very valuable and extremely timely experience.  I think the most important things I took away were: Creating a vision for the future and what I wanted to achieve Setting up a tracking system for the business - I think the tracking system I set up with your help is far superior to the one we use at IG. I have much better time management now - the tracking system helps and when it is coordinated with a day plan - ...
Zehra Mahoon

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

Randy creates breakthroughs. He helps you get balance, focus -- and direction. Double your income.
Julian Wise

Wise Advisory

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

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’s program not only gave me a lot of clarity about what it is that I want from life, it also helped with many of the practical day to day components of my business.  The result?  I was immediately able to implement methods and strategies that were in line with what is truly important to me.  The tools given in the program were a real gain to getting organized and simplifying my business”
Jed Levene

BA, CFP, CLU, RHU, FMA

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

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