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

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 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 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

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

When I decided to allow randy to become a part of my stress filled life, it was at a time in my life that I felt trapped by circumstances beyond my control.  After listening to Randy speak, something told me that if I wanted to get control of my life again it would somehow come about with his help. My intuition was right. I went to my first meeting with Randy so stressed that I truly felt my health was in great jeopardy.  Over the months we met, Randy showed me how to take control of my ...
Catherine Gilmour

CFP

"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

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

Wise Advisory

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

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 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

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