28 000 Book - Make Every Day Count:

THE COMPLETE STRATEGY TO FINANCIAL PLANNING

This "28 000 Book - Make Every Day Count" promises practical & comprehensive guidance for financial planning. We all have 28 000 days to live, and this book guides you through your entire life process. 

This book serves to help you understand how much coverage you exactly need in your whole life. It also teaches you how to plan for your retirement and your kids.

The Objection Playbook:

THE STEP BY STEP STRATEGY TO DEAL WITH FINANCIAL PLANNING OBJECTIONS

This playbook promises practical & comprehensive guidance that every financial advisor needs. Ranging from target setting to practical objection handling, this invaluable playbook will show you step by step on how to deal with the toughest questions from your prospect.

The Closing Playbook:

How to Increase Your Closing Ratio Exponentially

This closing playbook will teach you insights on how to close a deal genuinely, to do so without getting labelled as ‘that irritating financial planner’. No matter how good you think you are at being genuine and real, there are proven practices and techniques that the pros use to increase their closing ratio exponentially - practices and techniques that this playbook will cover.  

Interviewees:
NAJI HADDAD

JONG THIAN LUNG

MIKI NAGUMO

FIGURADO CARLO B. PLAZA

YEE VON

The RED Perfect Mindset Playbook:

How To Replicate Top Advisors' Success

Have you ever wondered why some financial advisors achieve success quicker than you do? Or why that colleague at work is ahead even though you are no less capable? Are you the type who writes off other people's success as luck?

In this perfect mindset book, you will find out how success leaves clues, and how you can learn proven steps to get ahead.

You see, we've interviewed 6 successful financial advisors from different countries and dived deep into the specific strategies they used to succeed in their field.

Interviewees:
LEROY DALLAS - JAMAICA

JENNY YEOH - MALAYSIA

IKA SOLICHA - INDONESIA

HARIZ MALLOY - SINGAPORE

PEGGY TSAI - TAIWAN

The BLUE Perfect Mindset Playbook:

How To Replicate Top Advisors' Success

Have you ever wondered why some financial advisors achieve success quicker than you do? Or why that colleague at work is ahead even though you are no less capable? Are you the type who writes off other people's success as luck?

In this perfect mindset book, you will find out how success leaves clues, and how you can learn proven steps to get ahead.

You see, we've interviewed 6 successful financial advisors from different countries and dived deep into the specific strategies they used to succeed in their field.

The Sales Maximiser Playbook:

explore the secrets to 3x your cases...

This Sales Maximiser Playbook documents the exact step by step to apply after your client has sign the policy. In this book you will learn:

1. 4 Steps Strategy To High Quality Endless Recommendations

2. Know When Is The Best Time & Strategy To Ask For Recommendation

3. Strategies To Maximise Case Size After Client Sign

4. Framework For Doing Policy Review

The Concept Presentation Playbook:

Learn How To Close Your Presentations In 7 Minutes !

This book documents the exact step by step strategy to do your presentations. In this book you will learn:

1. 2 Strategies to transit from a conversation to a PRESENTATION

2.  4 Essential Rules Of Concept Presentation

3. 5 Types Of Concept Presentation

4. 21 Financial Planning Presentations

5.  6 Costly Presentation Mistakes To Avoid

The Retirement Planning Playbook:

Learn How To Close BIGGER CASES using retirement planning!

Everyone needs retirement planning but there are very few advisors who knows how to do it the right way. In this book you will learn:

1. 2 Stages of Retirement Planning

2.  3 Best Retirement Products

3. 4 Retirement Planning Presentations

4. 9 Common Objections

5.  2 Closing Strategies

Interviewees:
SARAH LEE - SINGAPORE

LUTFIA ANDAYANI - INDONESIA

DARREN WOO - PHILIPPINES 

PECKY WONG - HONG KONG

JOEY YAP AI NIE - MALAYSIA

The GREEN Perfect Mindset Playbook:

How To Replicate Top Advisors' Success

Have you ever wondered why some financial advisors achieve success quicker than you do? Or why that colleague at work is ahead even though you are no less capable? Are you the type who writes off other people's success as luck?

In this perfect mindset book, you will find out how success leaves clues, and how you can learn proven steps to get ahead.

You see, we've interviewed 6 successful financial advisors from different countries and dived deep into the specific strategies they used to succeed in their field.

Interviewees:
CYNTHIA WEE - SINGAPORE

KINSON NG - HONG KONG

KAKA LAM - MALAYSIA

The Big Case Closer Mindset Playbook:

How You Can "Execute & Think" Like The Top 1% Advisors Without Spending 10 Years Figuring It Out

Imagine that you have the ability and power to “Think big & execute fast” like the top 1% advisors in the industry and be guided step by step on how to adapt your mind to achieve massive growth in the next 2 years. Wouldn't this change your career perpetually?

After spending 18 years closing countless multi-million case sizes (In fact, this year I managed to cross 100 MDRT by July due to big cases too...), I realized what differentiated top advisors from the rest boiled down to 2 key factors: The way they think and their ability to execute. In fact, whatever mindset you choose to adopt will dramatically affect the outcome and sizes of the cases that you close.

The Financial Planning Playbook:

The Best Book For Your Clients To Read To Understand Financial Planning

The Financial Planning book serves to educate your clients on the different types of financial products which also helps to understand why they need financial planning and after reading it, I will encourage them to speak to you for advice.

I talked about closing big cases here and there in my live events but this is the first time I’m revealing my full blueprint for closing big cases. Remember the training and monthly action plan I gave new advisors and MDRTs some years back? This is an “upgraded” version with brand new sales strategies I’ve never shared in public before - even in my current live events, online training and books. And no, you don’t need to have any special knowledge, skills or network to get started. Whether you are a new advisor or a seasoned professional looking for a breakthrough in your production, as long as you follow my step-by-step blueprint, and take consistent action every month, you’ll be on your way to hitting your income targets and more in the coming months.

Sanjay Mentoring Family is an active group of financial advisors that organizes frequent meet up sessions to learn about new financial planning strategies so that they can better value add their clients. The purpose of the family is to help financial advisors to gain better understanding of their profession so together we can make financial planning easier for everyone. Click on the link below to apply to be part of the family!

After 21 years of practice, I finally realized that many of the sales techniques I had been taught in the beginning were ineffective, my experiences and failures gave me the ability to "predict" which techniques will be the most effective in 2023. (Yes, I do use them myself; like you, I am a practitioner.)

While a few of them are effective, I find that there are too many things for advisors to learn in order to see results. If you have been in the industry long enough, you will know that if you cannot impress your clients in the first 15 minutes of you meeting them, you will probably lose the deal for sure.

That is why I’ve decided to organize 40 Prospecting Concepts 2023. In this session, I will show you everything I know on how to do prospecting and concept presentations. I want to combine all those complicated sales and prospecting theories into a simple practical framework that you can copy and paste to see results.

WORK WITH DR SANJAY TODAY!

Are you serious about taking your Financial Planning to the NEXT LEVEL?  

Dr Sanjay Tolani Has Help Countless of Corporate and individual to grow their wealth and achieve their  financial goals... And you can be one of the too! 

Click the button below to fill out the application and see if you are a good fit. APPLY NOW!