A GIFT From Dr. Sanjay Tolani
DOWNLOAD THE LATEST FINANCIAL PLANNING E-BOOK TODAY!
The Financial Planning E-book
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Share This E-book With Your Clients.
They Will Learn:
- Why Do They Need Financial Planning? - I will tell them stories of what happens when they lack financial planning. I will even share with them benefits of good financial planing.
- The 5 Stages of Financial Planning - I will share with them how to do their own financial planning and allow them to understand what insurance products are they currently lacking and in the urgent need to get them.
- How much insurance do you need to buy? - I will ask them 3 simple questions on the insurance graph and tell them exactly how much insurance they should buy.
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Retirement Planning - For the first time ever, I will explain to them the importance of savings and retirement planning. I will even explain why creating a source of income is important and could help them tide through tough periods.
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6 Common Objections - I will run through common objections faced when a person tries to buy insurance and hopefully convince them the importance of insurance before you even approach them.
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Call To Action - The book ends off with me asking them to speak to their advisor. It will be good if you can pass this book to them with a note asking them to look at specific pages. This can create more interaction between you and them!
- Why Do They Need Financial Planning? - I will tell them stories of what happens when they lack financial planning. I will even share with them benefits of good financial planing.
- The 5 Stages of Financial Planning - I will share with them how to do their own financial planning and allow them to understand what insurance products are they currently lacking and in the urgent need to get them.
- How much insurance do you need to buy? - I will ask them 3 simple questions on the insurance graph and tell them exactly how much insurance they should buy.
-
Retirement Planning - For the first time ever, I will explain to them the importance of savings and retirement planning. I will even explain why creating a source of income is important and could help them tide through tough periods.
-
6 Common Objections - I will run through common objections faced when a person tries to buy insurance and hopefully convince them the importance of insurance before you even approach them.
-
Call To Action - The book ends off with me asking them to speak to their advisor. It will be good if you can pass this book to them with a note asking them to look at specific pages. This can create more interaction between you and them!
About Your Family Leader
Why Learn From Dr. Sanjay Tolani?
Dr Sanjay Tolani is a 23-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table, 18 Top of the Table honors and 5 years platinum dragon. He became the youngest member in 2003, at the age of 19, and then qualified as the Youngest Life Member in 2012 at the age of 28.
In 2024, he has successfully attained 327 TOT and his passion lies in sharing his knowledge with everyone in the mentoring family.
Over the last decade, Dr Sanjay has been learning from top financial advisors all over the world, consolidating their insights and learning.
He has coached over hundreds of thousands of top financial advisors all over the world. What makes Dr Sanjay happy is seeing members of his family succeeding and being professional in their line of work.
No matter how good you think you are at presentations, there are proven practices and techniques that the pros use to close their prospects - practices and techniques that Dr Sanjay will personally cover.
So if you are thinking of bringing your professionalism and skills to the NEXT level, this Family is for you!
Copy and paste what you will be taught, and the results should will follow.
Listen To Others Who Have Benefited Learning From Dr. Sanjay
"I reduced my presentation time by 80%!"
I used to do a long winded product presentations that last about 30 minutes. And only after learning concept presentation from Dr Sanjay, I realized that presentations can be as short and 7 minutes and they bring more messages across to my prospects.
Thank you Dr Sanjay!
Lee Hwa, Financial Planner
"300% Increase In Sales"
As a new financial advisor, I am not sure where to get started. The techniques taught by Sanjay are practical. I tested out the strategies he shared during the family meet ups and surprisingly, I manage to 3X my sales for this year! Thank you Dr Sanjay!
William Chin, Financial Planner
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