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

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

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

Wise Advisory

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

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

Since working with Randy Taylor over the past several months my I cannot believe the changes that have come about.  What was once my yearly income is now my monthly income.  As of this afternoon I surpassed my goals of $1 million and will receive my Pillar Award.  Randy, I could not have done this without you.  I know you took a chance on me and am I ever glad that you did.
Adrian Dew

CFP

I met Randy through a friend and at the time had pretty good direction in my life.  I had great personal relationships and was doing well in my career.  However, I’m a big believer in continuous improvement and for this reason began working with Randy, not knowing the results would have profound impacts on my life.  All of the exercises I worked through with Randy have played an important role in my development and creating those habits have been invaluable.  Beginning each day by writing my gratitudes have given me an even more positive ...
Mike Ankers

National Sales Director Richardson GMP

“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 Taylor is a person you will look back on in your life and say……. “Boy am I glad I met him.  He helped me change my life!”    He will help  you to realize how we all tend to make the little problems in  our lives larger than they really are.  He will help you to break down your goals into small, manageable tasks so that you can accomplish anything you put your mind to.   Randy will help you to realize the answer to “HOW BAD DO ...
Craig Mackenzie

CFP

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 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

"It has been a great pleasure working with Randy, he has developed a program with intense thought provoking strategies and exercises. I never dreamed I would have discovered so much about myself and the relationship I had with my clients. I have been excited implementing many of his strategies in my day to day, and feel a breath of fresh air has been provided in what can be a difficult industy. I look forward to what each day will bring and how I will use my new skills to handle whatever comes my way.
Thanks Randy for doing ...
Amber Hanlon

GBS Group Benefit Solutions Inc

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

CFP

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