The Taylor Method - Four Pillars

The sales training system that provides practical teachings using real life examples. Created by an ACTIVE, Top of the Table producer, it addresses every phase of the sales cycle so you can focus on your weaknesses and reinforce your strengths.

The Approach

Learn to take advantage of every moment in your life to get in front of prospects

The Fact Find

Understand how to ask the pertinent questions that will generate a meaningful fact finder

The Opportunity

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

The Close

Present your solutions to get your clients to say 'Yes'

The Taylor Method Story

The Taylor Method was created to bring a different approach to training financial advisors by implementing a process that combines simplicity and repeatable language. Developed over the last 16 years, it is derived from the successes and failures of over 16,000 client meetings conducted by Eszylfie Taylor. Today, as an active advisor, Mr. Taylor remains in the trenches and constantly builds upon The Taylor Method to address new challenges faced by advisors.

What You Get


Print your own copy or read on any digital device.


Watch on any smartphone, tablet, or computer.


Listen on the go, whether in the car, train, or bus.

Additional Benefits

Supplemental sales training and practice management tools

Fact Finder Analyzer

Utilize an electronic form to create all of your fact finders and submit them for analysis.


Bi-weekly webinars with industry experts to discuss sales concepts and how to utilize complimentary services for your clients.

Ask The Experts

Network of industry professionals that provide complimentary services for your clients.

One-on-One Coaching

Monthly coaching calls with the industry's top producers.

Financial Calculators

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

Presentation Collateral

Presentations you can white-label and use with clients.

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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