Unleash your full potential with a proven sales Workshop

Make professional development and breaking records the theme of your 2024!

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What is the Taylor Method?

A Sales Training System for Financial Advisors created by Eszylfie Taylor, an MDRT Top of the Table producer who has combined over 24 years of successes and failures into a practical teaching guide.
The Taylor Method uses real-life examples to help advisors build a relationship with their clients and solve their problems.
The Taylor Method focuses on teaching you how to solve your clients' problems, not on selling products.
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Choose The Workshop For Your Practice

Intermediate Workshop

Get the most attention during a 4 week program with your coach, Eszylfie Taylor, and a small group of like-minded advisors.
Best for advisors who are making <$300,000 annual revenue.
Yearly Membership*
50% Savings
$3000 $1500
I WANT THIS OFFER
Includes 12 months access to content library
Essential Curriculum
Essential Curriculum
Step-by-step Taylor Method foundational curriculum that covers each pillar of the sales cycle to give you a repeatable process with powerful language.
Prospecting Strategies
Prospecting Strategies
Introduction to the 6 prospecting methods, plus multiple high percentage prospecting activities with a repeatable framework so you never run dry of new leads.
Interview Role Play Videos
Interview Role Play Videos
Real fact finding interview videos with clients so you can see the Taylor Method process in action and apply it to your own practice
Fact Finder Case Studies
Fact Finder Case Studies
8 unique fact finders of real clients to test your skills at uncovering every sale opportunity within each case. Comes with answer key and videos for each fact pattern.
Closing Language
Closing Language
Language to move clients to action during the close, and product specific closing language that you can use to frame the sale for life insurance, annuities, and investments.
Advanced Curriculum
Advanced Curriculum
Expanded content that builds on what you learn with the Essential plan.
Monthly AMAs
Monthly AMAs
Live and recorded AMAs with Eszylfie Taylor to take a deep dive on your most pressing issues and how to tackle them. [High Value Events]
Product Focus
Product Focus
Special Topics content on specific product categories such as annuities and life insurance, and how to position the sale for each with objection handling language.
Power Closing Phrases
Power Closing Phrases
Improve your closing ratio with 14 power closing phrases that will help you answer objections and get clients to act.
Bonus Prospecting Strategies
Bonus Prospecting Strategies
Outside the box prospecting ideas that go beyond the traditional prospecting activities to help you find opportunities within your community.
4 Week Virtual Workshop
4 Week Virtual Workshop
Four 90-minute live coaching sessions with a small group of advisors. Covers all 4 pillars of the Taylor Method and calls are recorded and accessible for the duration of your 12-mo plan.
Active Role Playing
Active Role Playing
Each session includes active role playing scenarios that get participants involved and applying the concepts and language with Eszylfie Taylor, creating an instant feedback loop.
Weekly Homework
Weekly Homework
To maximize your retention, each week includes homework videos which prepare you for the lesson ahead and to get the most out of the role playing scenarios.
Access To Eszylfie
Access To Eszylfie
Throughout the 4 week program, you get priority access to Eszylfie in between your classes to discuss any active cases or resolve unanswered questions about the lessons.
Workshop Recordings
Workshop Recordings
Keep access to your 4 workshop recordings for the duration of your 12-month access to the online content.
Lifetime Discounted Access
Lifetime Discounted Access
After 12-months, renew on the Advanced level for 50% off, for life.

Advanced Workshop

Get the most attention during a 4 week program with your coach, Eszylfie Taylor, and a small group of like-minded advisors.
Best for advisors who are making >$300,000 annual revenue.
Yearly Membership*
50% Savings
$6000 $3000
I WANT THIS OFFER
Includes 12 months access to content library
Essential Curriculum
Essential Curriculum
Step-by-step Taylor Method foundational curriculum that covers each pillar of the sales cycle to give you a repeatable process with powerful language.
Prospecting Strategies
Prospecting Strategies
Introduction to the 6 prospecting methods, plus multiple high percentage prospecting activities with a repeatable framework so you never run dry of new leads.
Interview Role Play Videos
Interview Role Play Videos
Real fact finding interview videos with clients so you can see the Taylor Method process in action and apply it to your own practice
Fact Finder Case Studies
Fact Finder Case Studies
8 unique fact finders of real clients to test your skills at uncovering every sale opportunity within each case. Comes with answer key and videos for each fact pattern.
Closing Language
Closing Language
Language to move clients to action during the close, and product specific closing language that you can use to frame the sale for life insurance, annuities, and investments.
Advanced Curriculum
Advanced Curriculum
Expanded content that builds on what you learn with the Essential plan.
Monthly AMAs
Monthly AMAs
Live and recorded AMAs with Eszylfie Taylor to take a deep dive on your most pressing issues and how to tackle them. [High Value Events]
Product Focus
Product Focus
Special Topics content on specific product categories such as annuities and life insurance, and how to position the sale for each with objection handling language.
Power Closing Phrases
Power Closing Phrases
Improve your closing ratio with 14 power closing phrases that will help you answer objections and get clients to act.
Bonus Prospecting Strategies
Bonus Prospecting Strategies
Outside the box prospecting ideas that go beyond the traditional prospecting activities to help you find opportunities within your community.
4 Week Virtual Workshop
4 Week Virtual Workshop
Four 90-minute live coaching sessions with a small group of advisors. Covers all 4 pillars of the Taylor Method and calls are recorded and accessible for the duration of your 12-mo plan.
Active Role Playing
Active Role Playing
Each session includes active role playing scenarios that get participants involved and applying the concepts and language with Eszylfie Taylor, creating an instant feedback loop.
Weekly Homework
Weekly Homework
To maximize your retention, each week includes homework videos which prepare you for the lesson ahead and to get the most out of the role playing scenarios.
Access To Eszylfie
Access To Eszylfie
Throughout the 4 week program, you get priority access to Eszylfie in between your classes to discuss any active cases or resolve unanswered questions about the lessons.
Workshop Recordings
Workshop Recordings
Keep access to your 4 workshop recordings for the duration of your 12-month access to the online content.
Lifetime Discounted Access
Lifetime Discounted Access
After 12-months, renew on the Advanced level for 50% off, for life.
* Renews at Advanced Annual plan (currently $997) in 12 months for continued access to full online library.

Meet your Mentor

Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services and the Creator of the Taylor Method, his online sales system for financial advisors.

He attended Concordia University on a basketball scholarship and graduated Magna Cum Laude with a Bachelor’s Degree in Business Management.

Eszylfie Taylor has 22 years of experience in the financial business and has faced the highest highs and the deepest lows that a financial advisor can possibly face in their careers.

Prior to founding his own brokerage, he was a standout financial advisor at New York Life, finishing his career there as the highest producing advisor in the history of the African American market.

Mr. Taylor has been a Million Dollar Round Table Top of the Table producer since 2011, which places him in the top 1% of advisors worldwide.

In 2015, he was the recipient of NAIFA’s Advisor Today Top 4 Under Forty award. Today, as an active advisor, he continues to build on the sales language, concepts, and tips that contribute to the curriculum on The Taylor Method.

Since 2003, his nonprofit, Future Stars, has been hosting a basketball camp for underserved youth in the community.

In 2005, he organized an annual charity golf tournament that raises funds to support the activities for the children of Future Stars.

In addition to his own nonprofit, Eszylfie sits on the board and fundraising committees for The Rotary Club, Ronald McDonald House, and Los Angeles Children’s Hospital.

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Eszylfie Taylor founder and president of Taylor Insurance and Financial Services and the creator of Taylor Method

Frequently Asked Questions

When and how will I receive my access to the content?

You will receive your login information in the email address that you’ve informed you when you bought the subscription plan of the Taylor Method.

Our system will send you this particular email right after your payment has been approved by your financial institution.

If after a hour you fail to find the email, please check your “spam” folder or contact us via our support email: support@taylormethod.com

When do you release the Workshop schedule?

Once all participants have registered for the Workshop, we do our best to accommodate everyone's schedules to plan dates and times that work for everyone.

Can I request a refund?

If you feel that what The Taylor Method has to offer is not what you expected, you are more than welcome to request a refund within 7 days of your purchase.

To formalize your request, you must contact us via email requesting a refund to our support: support@taylormethod.

We will be happy to refund 100% of your investment. No questions asked.

Upon completion of your request, you will lose all access to every piece of content the Taylor Method has.

How long can I have access to The Taylor Method content?

If you bought The Taylor Method “Essential’, you have Lifetime Period access for the whole content.

In regards to The Taylor Method “Advanced”, you have access to the content as long your subscription remains valid. You can check your remaining access time in your users area.

Workshop customers will have access to the Taylor Method "Advanced" content for 12 months. After that, your account will automatically renew at 50% off the prevailing cost of the Advanced program. You can cancel this any time leading up to your renewal date.

How do I contact your company if my question isn’t answered here?

You can contact us via our official email address: support@taylormethod.com