E.P.I.C. - Elite Performance Individual Coaching
Elite Coaching for Financial Advisors
We focus not just on your growth as an advisor but also your growth as a leader.
Watch The Video - A Team Approach To Coaching
I’m Randy Taylor with TaylorMadeleadership. You might be wondering — what
makes our approach different from traditional advisor coaching?
Most coaching models treat you like a client, offering advice in exchange for a fee.
Most coaching models treat you like a client, offering advice in exchange for a fee. Our philosophy goes far beyond that.
At Taylormadeleadership, we don’t coach from the sidelines—we see our work together as a partnership, functioning as a team, shoulder to shoulder, to build the business and the life you know you’re capable of.
We will focus not just on your growth as an advisor but also your growth as a leader.
As a top performer in your field.
As someone who delivers exceptional client service while living a full, balanced life.
Family. Health. Purpose. Performance. They all matter.
If you’re ready to break through your ceiling—in your business, your health, and your life—then we should talk.
Our process is structured, strategic, and proven with top financial services professionals over more than two decades.
We’ll focus on building a high-net-worth practice while maintaining balance in family, health, and personal fulfillment.
Unlike most reflective coaching programs that rely solely on self-assessment, the EPIC Model combines reflection with collaboration at every stage. Drawing on over 30 years of behavioral science research and over 20 years coaching top financial professionals — including many in the top 1% of the industry — Randy Taylor delivers a proven, actionable pathway from thought to action.
"This is the next step in the success coaching by Taylormadeleadership. Wow! What an eye opener in focus and success. From fully understanding your 'WHY' to implementing strategies to increase your success, I fully endorse this course for meaningful strategies. It has been one year since taking this course and honing my focus and direction has driven my business to new heights."
Jim French
CFP, Senior Financial Advisor
Our partnership will focus on the following
Unique Branding & Market Positioning
- Defines your market position with precision and confidence.
- Elevates your presence and messaging to stand out in competitive, high-net-worth markets.
A+ Client Service Model
- Elite onboarding processes and proactive relationship management.
- Ensures every interaction reinforces trust, professionalism, and loyalty.
Platinum Referral Process
- Transforms satisfied clients into brand ambassadors.
- Generates consistent, high-quality introductions from top-tier relationships.
Structured New Business Development
- Step-by-step prospecting and conversion process.
- Removes guesswork from business growth, ensuring a continuous pipeline.
Robust COI (Centers of Influence) Strategy
- Builds strategic alliances with key influencers.
- Creates steady, high-quality referral streams from trusted sources.
Work-Life Balance Integration
- Prioritizes family, health, hobbies, and personal passions.
- Sustains elite performance without burnout.
Time Mastery System
- Calendar-driven planning with the Self-Directed Success Solution (created 18 years ago).
- At minimum, doubles productivity and income while reducing stress.
Program Structure
- 3 x 60–90 minute coaching sessions/month
- Comprehensive notes and clear action steps provided after every session
- Daily contact, follow up and accountability touchpoints with reminders of agreed-upon activities
- Unlimited access to Randy Taylor between sessions
- Complimentary No-Cost Initial Assessment to align on goals and fit
What We Will Cover
- Current position evaluation (business & personal)
- Goal setting (business & personal)
- Weekly/monthly activity forecasts to hit targets
- Behavioral improvement strategies
- Understanding and approaching high-net-worth clients
- Prospecting models and follow-up processes
- High net worth A+ service standards
- COI creation and management for elite referrals
- Daily planning & success tracking
Who is This For?
- Executive financial advisors and wealth managers aiming for rapid, sustainable growth.
- Professionals serving or seeking to serve high-net-worth clients.
- Those committed to elite performance and measurable ROI without sacrificing life balance.
Next Steps
If you’re ready to operate at a higher level-with clarity, structure, and confidence-
Let’s start with a conversation.
Schedule your complimentary strategy session.