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

"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

"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

I have been working in financial services for the past 13 years. I have realized now that before taking Randy's course I was just going with the flow and had not realized my potential. Since taking the course I now seen what I am capable of and look forward to exciting opportunities and a new beginning. This was the best investment of time and effort I ever made. Thanks Randy

John Smyth

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

I was introduced to Randy Taylor and the Taylormadeleadership coaching program last year. I have found the program to be very effective and very hands on. He has worked with my entire management team and has provided great value in assisting them to develop the skills to coach their own people. He is also working with a team of consultants currently in my office and the feedback is very positive. I would highly recommend Randy Taylor and his coaching program and seminars.
Art Jefferson

Regional Manager Freedom 55

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

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

"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

“"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

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

"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 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

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