Taylor Method

Managers spend time and money recruiting and hiring sales professionals, but the work has only begun. In order to improve advisor success rates, the way you train your team, the resources you provide, and the systems and processes you implement all contribute to the ideal outcome - a team of thriving advisors! Read on to see how you can improve and add to your existing strategies for training.

If you can't figure out leads, your business... any business, won't survive. Check out these tools that work in 2024 and beyond to help you nail down strategies for consistent, high quality leads.

NAIFA California we are super excited to be presenting next week in Los Angeles! Eszylfie Taylor will be leaving participants with amazing takeaways and practical teachings they can begin using TOMORROW! Let's go!

Here's a list of actionable tips you can implement this week to help your advisors perform better.

We interviewed some of the top recruiting leaders in the insurance and financial services industry. Traditional recruiting and hiring processes aren't enough to find successful financial advisors. In a time when our industry is in dire need to recruit, hire, and train advisors for longevity, the key to success is proper education at each level. Read the article to see how the best are doing it and fostering a culture of success.

We are thrilled to be bringing the Taylor Method to the main stage of the Women in Insurance & Financial Services conference in Philadelphia this October! Eszylfie Taylor will be sharing his newest presentation, "The Objection-Free Close: 6 Steps to Increased Productivity and Retention".

Have you noticed your closing ratio slipping lately? You work hard to nurture prospects and guide them through the sales process, only to have many drop out at the last minute. It's frustrating to see sales fall through your fingers when you know you can provide immense value to clients. This problem is all too common for financial advisors today. Increased competition, market volatility, and complex products make closing deals tougher than ever. Your prospects have endless options to consider, making them hesitant to commit. However, these 5 strategies have been proven to boost conversions based on research and experience. What strategies have worked for you in converting more prospects into clients? 

What worked in the past may NOT work today. As a financial advisor, you need to adapt your Facebook strategy to stay ahead of the curve. Nowadays, Facebook isn't just for sharing funny cat videos or catching up with old friends — It's a potent marketing tool that financial advisors can leverage to generate a consistent stream of potential clients. Let’s talk about the 12 actionable strategies to optimize your Facebook marketing efforts in ways that build trust and authority in your financial practice.

As financial advisors, we face rejection on a daily basis. It's inevitable in this profession. Whether a prospect says they're "not interested" or ghosts your calls, rejection is part of the job. And it can be DEMORALIZING — it makes you second guess your skills and value. But it doesn't have to be this way. With the right mindset, you can turn rejections into opportunities for growth. So, how did I do it? The key is to not let "no" discourage you. Learn from every sales interaction and use rejections to improve your skills. Because the more you shift your mindset, the less each rejection will impact you. You have to stay persistent and success will come. Turn every "no" into an opportunity for self-growth. 

Building a 7-Figure Insurance Practice: Strategies for Financial Advisors Insurance agents are among the highest paid professionals in the U.S. The average annual salary for an insurance agent is $50,000. But the top 10% earn as much as $1M! 💰 If you're looking for a lucrative sales career, selling life insurance may be a great option. With the aging population, the demand for it is growing. And it's a product that practically sells itself—who doesn't want financial protection for their families? The key is getting appointments and building a book of business. Unlike other sales jobs, you're not cold calling. Most agents get referrals or leads from current clients. So how do you get started? Find out how in the article below.