Taylor Method Helps Second Year Advisor Triple First Year Commissions in 3 Months

Anthony Navarro had no sales experience when he started his career as a 21 year old. His eventual manager actually told him NO the first time he went in for an interview, and his persistence and drive began to grow each day thereafter! 

For 4 straight months, he hounded this manager until he eventually was hired, and that same persistence got him promoted to manager half-way through his first year at one of the top financial services firms in the country.  

THE FIRST 12 MONTHS

Anthony obviously did well for a first year advisor if they promoted him to manager, but he still was nowhere near where he wanted to be. He made $36,000 in first year commissions, though too many of those cases didn’t take, fell off, or were declined. 

It was the classic “leading with product” mentality and telling clients “what they should get” approach. His case sizes varied from $200/mo to $500/mo. 

The one thing Anthony did extremely well was to have consistent activity. He was not afraid to hear “NO” and it didn’t stop him from approaching the next prospect. Taylor Method or not, this is a critical aspect of the business for any financial advisor who is starting out – thick skin! 

One way to attain thick skin is to have the right mindset about the work you do, which Anthony  had from the beginning. He knows the work he does is noble and he truly believes that he can help people. It sounds so simple, but overcoming this belief conflict is not just important, it’s required to succeed.