Our process will help you get to a prospect’s core needs, wants, and desires in an efficient manner with simple, product agnostic language you can start using immediately. We will give you the language, process, AND mindset you need to thrive in this business.

Included are videos that take a deep dive into each phase of the sales cycle and allow agents/advisors to maximize their training with laser focus. Whether you need to focus on Prospecting, Fact Finding, or the Close, we got you covered every step of the way.

The Method

Our training content is broken out into the 4 stages of the sales cycle.


Learn how to get in front of the right prospects and book more meetings


How to ask questions that get clients to open up and build an actionable fact finder


Improve your ability to interpret the fact finder and uncover ALL opportunities for a sale


Present solutions that move clients to take action now

What you get

Training Materials

Over 100 Videos, Audios, and Webinars encompassing every phase of the sales cycle in an easy to use interface.

View Materials

The original Taylor Method book with the 4 step guide to growing your insurance and financial services practice.

View Ebook

Additional Benefits

Fact Finder

Utilize an electronic form to create and store all of your fact finders

Personal Branding

Personalize your fact finder with your own logo.

Ask The Experts

Access a network of professionals who provide complimentary services.

Marketing Automation

Email and social media automation with compliance approved content to maximize your reach.


One-on-one and group coaching available for teams of all sizes.

Seminar Presentations

Presentations you can white-label and use with clients.

Financial Calculators

Wide variety of financial calculators to utilize for your client meetings.

Reporting Tools

For manager’s looking to get the most out of their agents.

About the Creator

Eszylfie Taylor is a Million Dollar Round Table Top of the Table producer. Before starting his own brokerage, Eszylfie Taylor finished his career as the top producing agent/advisor in the history of the African American market within New York Life. In 2015, he won NAIFA's Top 4 Under 40 award and launched The Taylor Method, his personal training series for financial advisors and agents. In the process of developing The Taylor Method, Mr. Taylor has coached countless agents and brought many back from the brink of leaving the business. His passion for mentoring and drive to succeed allows him to continually produce fresh, new content for his sales training system.

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Check out our collection of posts aimed at tackling the issues financial advisors face on a day-to-day basis.