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

“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

"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

Over the years I have involved myself in many different programs, here in Canada and in the US, from NLP and Strategic Coach to Tony Robbins and some fabulous selling programs, books and audio material.  Randy Taylor’s ideas, positive philosophy and the consistent, regular follow- up, is exactly what I have been missing  -- and I just love how all the pieces of my life are coming together as a result of your influence.  I told our Region Director today that Randy Taylor is the best thing that's happened to our ...
Jeremy Parsons

CFP

I’ve been in the financial planning business for 14 years and have taken a lot of courses and spent a lot of money. I can tell you that by far this is the best I have been involved with. The price is very reasonable and I have seen improvements in my business, but it is much more than that. I have refocused on my health and my family and I am more focused than I have ever been before. I would highly recommend the program
Bill Richardson

CFP

"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 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 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

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

“"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

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

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

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