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
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Results

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

Wise Advisory

“"Randy Taylor was brought in to coach my team with The Winner Within. As we have had experience with coaches before my people were hesitant at first. That soon changed. Randy was able to connect with my people and myself and provided exceptional value in not only his clear understanding of the steps necessary to achieve goals but also in providing the tools necessary to succeed. Great job Randy. I would highly recommend him to anyone looking to grow".
Mark Evanylo

Bell Canada Manager-Real estate division

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 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 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

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

"Randy will make sure you NEVER underestimate what you are really capable of!"
John Osborne

CFP

"Randy Taylor was brought in to coach my team with The Winner Within. As we have had experience with coaches before my people were hesitant at first. That soon changed. Randy was able to connect with my people and myself and provided exceptional value in not only his clear understanding of the steps necessary to achieve goals but also in providing the tools necessary to succeed. Great job Randy. I would highly recommend him to anyone looking to grow".
Mark Evanylo

Manager Bell Canada real estate

I have been in the financial services industry for the past 35 years and have spent a great deal to time and money attending many seminars and coaching programs, including the Million Dollar Round Table (MDRT).I can assure you that participation in Randy Taylor's coaching program , has by far , been the most valuable investment of time and money that I have ever made. I would strongly recommend this program to anyone who wants to improve their personal and business lives and want to become the best that they can possibly be.   
Keith Jansen

“The Randy Taylor Winner Within program provides advisors with valuable practice management tools as well as addressing the core motivational requirements for long term success. It is a succinct compilation of many of the best programs I have taken over the past 25 years. However, the follow up and daily exercises are what differentiates the program from all others. I would strongly recommend this program for advisors of all tenure.”
Frank Santelli

Regional Director-Investors Group

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