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Here’s what will be covered:

The Approach – how to increase activity and the language to book more meetings.

The Fact Find – you’ll learn to ask probing questions that get people to open up.

The Opportunity – how to read between the lines and uncover every opportunity for a sale.

The Close – present solutions that move clients to action.


8:00 AM – 9:00 AM
Registration + Breakfast

9:00 AM – 10:00 AM
Introduction, Rise to the Top: The Journey (What does it take?)

10:00 AM – 10:30 AM
The Approach – How do you increase your activity and see more people? We’ll discuss language and process for effective prospecting in different scenarios.

10:30 AM – 11:00 AM
The Fact Find – How do you ask questions that get your clients to open up? We’ll go over power closing phrases and effective questioning strategies.

11:00 AM – 11:30 AM
The Opportunity- Increasing your average case rate and case size starts with uncovering every opportunity for a sale. We’ll talk about how to maximize the sale.

11:30 AM – 12:00 PM
The Close – What’s the most effective way to formulate solutions and close clients? This will tie the entire Method together and show you how to move your clients to action.

12:00 PM – 1:00 PM
Sponsored Lunch and Learn with special guest, Greg Gagne. He is the founder of Affinity Investment Group, LLC, in Exeter, New Hampshire. The firm specializes in investment management and distribution planning services for retirees. Greg has authored four books on the subject of retirement and estate planning, and his articles on practice management, planning techniques and goal setting have been featured in numerous trade magazines. Greg is past president of the New Hampshire Association of Insurance and Financial Advisors. He is a 19 year MDRT member 10 Top of the Table qualifications. He is a MDRT foundation Platinum knight.

1:00 PM – 2:00 PM
Closing Statements, Q+A, and Raffle Prizes

You will leave this event with the language and process to thrive as an advisor!

Click here to reserve your spot now

In partnership with:

Eszylfie Taylor

President, Taylor Insurance and Financial Services

Creator, The Taylor Method

Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services located in the financial district of Pasadena, California, and serves as financial advisor to individuals, business owners, and high net worth families. He attended Concordia University on a basketball scholarship and graduated Magna Cum Laude with a Bachelor’s Degree in Business Management. Prior to founding his own company, he was a standout financial advisor at New York Life, finishing his career there as the highest producing advisor in the history of the African American market.

Early on in his career, Mr. Taylor had a breakthrough that centered around how to improve his market and focus on solving problems, not selling products. Naturally, he built upon this and used his successes and failures as teaching tools that would contribute to the start of The Taylor Method, a sales process for financial advisors.

Mr. Taylor has been a Million Dollar Round Table Top of the Table producer since 2011, which places him in the top 1% of advisors worldwide. In 2015, he was the recipient of NAIFA’s Advisor Today Top 4 Under Forty award.