The Taylor Method
A sales training system for financial advisors created by an MDRT Top of the Table producer who combined 15 years of successes and failures into a practical teaching guide using real life examples, helping others focus on building relationships and solving problems, NOT selling products!
© 2015 Taylor Method Series Incorporated. All Rights Reserved.
Taylor Method Series Incorporated is not responsible in any way for any failures, damages, or losses, financial and/or otherwise suffered or experienced by you, your business or your clients or customers. You are solely responsible for your own actions and for complying with any and all applicable laws, regulations, ethical guidelines and professional conduct codes and standards. We do not endorse or condone any illegal, unethical or immoral conduct. Your results may and will vary, and will be based on your individual background, capacity, business experience, expertise, and level of dedication, motivation and effort.
Two Things That Changed How I Got Clients as a Financial Advisor
Unlocking Growth The Secret to Financial Success Revealed
Unleashing your Potential The Roadmap to Achieving Success in Business
Paint the picture of what underinsured looks like
The Problem with Product Selling Annuities 2
Analogies to Help Clients Understand Planning and Trusting the Process
How to Engage a Prospect When There is No Referral
3 Shifts Successful Advisors Make to Build a Million Dollar Insurance & Financial Services Practice
Selling With Conviction
Booking Appointments with Former Colleagues
Close More Life Insurance Deals By Shifting Your Language
How to Develop Consistency in Everything You Do
Gathering Assets From Prospects Who Self-Manage Their Portfolio
Addressing An Almost Client Who Doesn’t Want to Take the Policy
Dealing With Objections from Family Members Who Are NOT Financial Advisors
Approaching Planning for Prospects Who are Already Retired
Addressing a Prospect Who is OK with Losing Money
Answering Objections When Asking for Referrals
Tips for Financial Advisors Who Want to Work with Athletes
Ask For Referrals at the Onset Your Sales Process
Career Agent or Independent Financial Advisor? Here's How to Decide
The Secret to Establish Yourself With Networking Groups
Ask For Referrals Without the "BRUSH OFF" Objection
Regroup Mentally When You Hit a Wall
How to Deal With A Prospect Who Had a Bad Experience with Another Financial Advisor
This is How I Break Down My Investment Philosophy
The Best Strategy To Maintain Consistent Warm Leads
Explaining Cash Value Crediting and the Dividend Rate for Whole Life Insurance
Tips for Financial Advisors to Stay Productive In Q4
Navigating an Index Annuity Sale