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 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 is my professional coach that I have been working with since the fall of 2011. My decision to work with Randy has proven to be one of the best moves I have made and as a result, have recommended Randy countless times. Randy helped me simplify my business, thus increasing my effectiveness. Also by Randy helping me to put everything into perspective, I now know truly "why" I am in my profession; which is fundamental for success! Needless to say I have noticed an immediate positive change in my Financial Planning practice. However, what really resonates with ...
Kevin Hutton

CFP

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

After completing your three-month course I can’t do without planning my day the night before anymore. When the self-employment solution was introduced I wasn’t sure how effective it was going to be.. As a result of your program I have achieved Pillar in my first 10 months and I’m getting closer to Pillar Plus each week. I achieved Level 2 in the Pursuit of Excellence sales contest in November and I know that this had a direct influence. I look forward to using this technique for the rest of my career! 
Luke Scott

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

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

Wise Advisory

Randy was referred to me about a year ago and in that time Randy has been a welcomed member in our Region.  He has worked with our New and Senior Consultants alike and I can tell you that his program is excellent although I do think he needs to charge more...he explains that money is not his main motivation for doing what he does. He is a very sincere man, very cordial and professional [none of this rah stuff] and his program really focuses on the Consultant as a "person” I can see Randy and ...
Perry Catena

CFP

"I've had the privilege of knowing and working with Randy for a number of years. I've always been fascinated with his personable approach and the unique perspective he brings to each presentation. I would recommend Randy and his sevices unconditionally to any individual looking to maximize the inner power that exists in all of us."
Jon Juras-Regional

Director-Investors Group Hamilton

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

“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

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

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