Taylor Method

The Taylor Method is a sales training and practice management system for financial advisors. Our field-tested language and process helps advisors simply the sales process. The Taylor Method is broken up into 4 pillars: 1. The Approach - Take advantage of every moment in your life to get in front of prospects. Prospecting will become second nature. The Fact Find - Ask the pertinent questions that generate a meaningful fact finder. The Opportunity - Improve your ability to interpret the fact finder and uncover more opportunities for a sale. The Close - Present solutions that help your clients take action. Created by Eszylfie Taylor, an ACTIVE, Top of the Table advisor, this method was developed over the course of his 16+ years in the business. Today, as an active advisor, there is a constant influx of topics and training materials to remain up to date with the issues and challenges advisors face on a day-to-day basis. The Taylor Method provides all the relevant new sales training content from a collection of high volume advisors to help you thrive in this business.