Master the 4 Pillars of the Sales Cycle
This book covers everything you need to build a thriving Insurance and Financial Services practice.
Here’s What You’ll Learn
- High Percentage Prospecting Activities
- Understanding Personality Types to Fact Find More Effectively
- An Easy to Follow Fact Pattern Form
- How to Uncover More Sale Opportunities with each Fact Find
- To Provide Solutions that get Clients to Act
- The Operational Sales Process After the Close
The Four Pillars
The content of the Taylor Method is broken out into the 4 phases of the sales cycle to give you an end-to-end process to grow your business.
How do you get in front of prospects? In this section we list the 6 secrets to creating a consistent stream of high quality prospects.
The Fact Find
Developing a consistent fact finding process is easy with our built in fact finder that covers all the important areas for any client meeting. Print out your own blank copies to use in client meetings.
In this section, you’ll learn how to uncover every single opportunity for a sale. This is how you increase your case rate and average case size. There are 8 sample fact patterns with accompanying webinars that take a deep dive into how we uncover sale opportunities. We’ve also included a glossary of opportunities to help you brush up on the different types of solutions you have at your disposal.
This section is good not only for cases you’ll encounter moving forward, but can serve as an opportunity to reopen cases from the past where you didn’t see all the sale opportunities.
In this section, you’ll learn how to present solutions that get clients to act. We’ll address objections, product-specific information, how to ask for referrals, and the operational sales process, which will address everything that needs to be done once the closing meeting is over. The close is not finished when the client says “Yes.” You still need to go through a 30-60+ days process where a myriad of things can go wrong. We’ll address everything you need to create a smooth, sustainable process to get applications approved!
Buy this Book If You Want To…
- Learn methods that have helped me go from making $50,000 a year to $50,000 a week.
- Stop worrying about where your next prospect is going to come from.
- See why experienced advisors uncover more sale opportunities, resulting in a higher case rate and average case size.
- Break out of the same production level and thrive as an advisor!
After reading this ebook, you’ll develop confidence in a process that you can rinse, wash, and repeat. This book is a guide that was created by a Top 1% producer worldwide.
“I realized that whenever another advisor came to me for help and advice, all the questions were the same. And so my answers were often the same too. Rather than repeating myself over and over again, I decided to write this book. I hope it serves as a valuable resource for the next generation of advisors to do things the right way and build a scalable, sustainable, and most importantly, thriving practice.”
- Eszylfie Taylor
Original Price: $97
Limited Time Offer: $45
Download Your Copy Today
ACCOMPANYING FACT PATTERN WEBINARS
The ebook has 8 sample fact finders with client info and all possible opportunities for a sale. These videos take a deeper dive into each one of the 8 fact finders and my process for uncovering opportunities for a sale.
Please reference case 1 from the ebook while you watch this video.
Please reference case 2 from the ebook while you watch this video.
Please reference case 3 from the ebook while you watch this video.
Please reference case 4 from the ebook while you watch this video.
Please reference case 5 from the ebook while you watch this video.
Please reference case 6 from the ebook while you watch this video.
Please reference case 7 from the ebook while you watch this video.
Please reference case 8 from the ebook while you watch this video.