How A Rookie Financial Advisor Doubled His Income and Decreased His Meeting Time By 50%

Michael graduated from Georgetown University, with a degree in International Economics. He joined New York Life straight out of college and focuses on helping people save money, plan for retirement, and protect their assets. According to Gee NYL did a phenomenal job teaching him the basics and gave him the knowledge and foundation he needed to jumpstart his career. He went from knowing practically zero about their different product offerings to becoming well-versed in it.

However, Gee realized that he was having difficulty clearly conveying the new concepts he learned to clients, which led to long meetings, confused prospects, and missed opportunities.

He eventually turned things around, and only two years into his career he’s already made significant strides.

How?

The Taylor Method

Gee eventually found the Taylor Method when he saw Eszylfie’s interview on different sites and liked the language he used when communicating with prospects.

He signed up for the free version of The Taylor Method, and after watching a few of the videos, he upgraded to the Platinum package that includes personal coaching calls with Eszylfie (smart lad)!

He wanted to learn more and said that “he values being able to learn from the top in the industry.”

If you’re not already a paying member of The Taylor Method, then you’re missing out on a tremendous video library with powerful language you can start using tomorrow. For example, he loves our case studies and role-playing videos because he’s able to see the Taylor Method principles applied practically.

According to Gee, our content has changed the way he runs his meetings.

One of his most valuable takeaways was learning how to ask better questions, present concepts clearly and concisely, and getting prospects to take ownership over their goals.

His Favorite Taylor Method Resources:

Webinar recordings

The Retirement Planning and Tax Diversification Video

The Young Couple Fact Finding Role Play Video

The Life Insurance as an Asset Class Video

The Rise to the Top Sales Symposium (according to Gee it’s a great event to watch for anyone considering The Taylor Method)

The Taylor method helped him get to the core of what clients want, and figure out what’s important to share with them.

Implementing that, plus making his meetings conversational and client driven by asking more questions resulted in his meeting time dropping by 50%! He’s also doubled his production from last calendar year to this year. And the year is not done yet! 

We Asked Gee what he would say to other advisors that are considering joining the Taylor Method but haven’t taken the leap; he recommends that you take a look at the different interviews Eszylfie has conducted because it’s been instrumental in his production and with helping him bring on more clients.

– The Taylor Method Team