Live virtual workshop for financial advisors
Better Conversations.More Confident Closes.
Build a repeatable process for booking appointments, uncovering client needs, and winning business in this six-week workshop with Eszylfie Taylor.
Learn directly from an active advisor with 25+ years of experience.
Complete your application, then book a 15-minute qualifying call to see if the workshop is a fit.
- Six weeks
- Live & virtual
- Recordings included
The challenge
You’re putting in the work. Progress still feels unpredictable.
Finding the right prospects is one challenge. Moving a promising conversation toward a decision is another.
- 01
Too few qualified appointments.
Getting in front of the right people takes more than another round of outreach.
- 02
Conversations that go quiet.
Interest turns into “let me think about it” and another follow-up.
- 03
Uncertainty about the next step.
You leave meetings wondering what you could have said differently.
A clearer process helps you approach each conversation with purpose—and know what to do next.
The Taylor Method
Practice the conversations that move your business forward.
Through practical scripts, live role-play, and coaching, build your process around four stages.
- 01 /
Approach
Start conversations that lead to qualified appointments.
- 02 /
Fact Find
Ask questions that reveal clients’ priorities.
- 03 /
Opportunity
Connect those priorities to problems you can solve.
- 04 /
Close
Address concerns and guide clients toward a decision.
Bring more structure to your meetings and practice language you can use in your next conversation.
Advisor experiences
What advisors say about working with Eszylfie
“The Workshop was the best investment of my career.”
“…cut my closing time in half…”
“Finished my best year in the business since Eszylfie’s coaching…”
Two workshop options
Find the workshop for your stage.
Start with a conversation. We’ll help you determine which workshop fits your business and goals.
Who it’s for
Foundation Workshop
For advisors making less than $300,000 per year.
Who it’s for
Advanced Workshop
For advisors making more than $300,000 per year.
Both include
- Six live virtual sessions with Eszylfie
- Session recordings
- 12 months of Advanced Sales Mastery access
- Access to weekly live coaching calls
Unsure which workshop fits? We’ll discuss that on your call.
Apply for a SeatA simple next step
Here’s what happens next.
- 01
Apply
Share a little about yourself, your business, and your goals.
- 02
Choose a time
After submitting, you’ll go to the booking page to schedule your 15-minute call.
- 03
Explore the fit
Discuss your goals and workshop options before deciding how to move forward.
A few details
Before you apply.
How does the workshop work?
The workshop runs for six weeks with six live virtual sessions led by Eszylfie Taylor. Session recordings are included.
Which workshop should I choose?
Foundation is for advisors making less than $300,000 per year; Advanced is for advisors making more than $300,000. We’ll help you explore the right fit during your qualifying call.
What happens after I apply?
You’ll be redirected to a booking page to schedule a 15-minute qualifying call. We’ll discuss your goals and whether the workshop is a fit.
Your next conversation starts here
Bring a clearer process to your next conversation.
Apply, then book a 15-minute call to see if the workshop is a fit.