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What you will learn

What's included

The bootcamp and our core (Gold) subscription combine to give you all the tools to stay sharp and develop consistency.

Here’s what you get:

  • Four 75 minute coaching sessions
  • Class size limited to 20 advisors.
  • Access to Taylor Method video library, ebook, and live Q&A webinars for 12 months ($1,000 value).

Programs

Bootcamp 1 - Intermediate

Surviving and Beyond!

For advisors who have had some success, but need to add a reliable and repeatable process to reach the next level in their business.

WEEK 1
Mindset

Belief conflict and what it takes to be successful; Discovering your “WHY” and developing a productive mental mindset for success.

Approach

High percentage prospecting activities and ‘giver’s get’ concept. Role Playing scenarios for lead gen.

WEEK 2
Fact Find

Basic concepts required for success with any fact find and role playing scenarios with Eszylfie.

WEEK 3
Opportunity

Analyzing a fact finder using case studies and learning to capture every sale opportunity on the table. You will master ‘concept selling’ during this session.

WEEK 4
Close

How to present solutions that get clients to act! Role play with advisors, “Try to close Eszylfie”.

Bootcamp 2 - Advanced

Get into the weeds and develop a growth mindset.

For advisors who are comfortable, but aspire to grow their practice and service higher net worth individuals and businesses by using advanced planning strategies.

WEEK 1
Mindset

Addressing complacency and getting over the hump. In this session we’ll revisit how you got here to put your practice into context. Once you identify your target production goals, we will show you how to reverse engineer that number to successfully reach those goals. We’ll also uncover deficiencies and time sucks that are inhibiting productivity.

WEEK 2
Approach

Prospecting to higher levels and how to build centers of influence that will generate business.
Interactive Role Play Scenarios to “Connect with People”.

WEEK 3
Fact Find

Going over fact finding scenarios for businesses and higher net worth clients.
Role Play Scenario: Eszylfie is the client and advisors will conduct a fact find on him.

Opportunity

During and after role playing scenarios, we will show you how to uncover all opportunities for a business or HNW prospect.

WEEK 4
Close

How do you transition in a way to get people to act. We will teach you the art of presenting solutions. Additional topics: Model office, Marketing & Advertising.

Pricing

Intermediate Bootcamp

Good for advisors with 0-5 years of experience or income below $200,000 per year.
$2,500
Includes 12 months access to Taylor Method Gold Plan

Advanced Bootcamp

Good for advisors with 5+ years of experience or income greater than $200,000 per year.
$5,000
Includes 12 months access to Taylor Method Gold Plan

Schedule

Dates Intermediate Advanced
June 7, 2021 8:00 AM - 9:15 AM PST 10:00 AM - 11:15 AM PST
June 14, 2021 8:00 AM - 9:15 AM PST 10:00 AM - 11:15 AM PST
June 21, 2021 8:00 AM - 9:15 AM PST 10:00 AM - 11:15 AM PST
June 28, 2021 8:00 AM - 9:15 AM PST 10:00 AM - 11:15 AM PST
Dates Intermediate Advanced
August 2, 2021 8:00 AM - 9:15 AM PST 10:00 AM - 11:15 AM PST
August 9, 2021 8:00 AM - 9:15 AM PST 10:00 AM - 11:15 AM PST
August 16, 2021 8:00 AM - 9:15 AM PST 10:00 AM - 11:15 AM PST
August 23, 2021 8:00 AM - 9:15 AM PST 10:00 AM - 11:15 AM PST

Testimonials

About the Coach

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.