WHO IS DR. SANJAY TOLANI?
Over the last decade, Dr Sanjay Tolani has mentored over hundreds of thousands of financial advisors on how to do proper financial planning through his own community: Sanjay Mentoring Family.
He is also a 17-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table, 13 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. He also became the Youngest Managing Director of an Insurance Brokerage in the Middle East.
DR SANJAY 'S BOOK & TRAINING
*OVER 1,000,000 COPIES SOLD!*
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.
*BEST SELLING BOOK IN 2018*
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.
*NEW RELEASE 2018*
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.
*NEW RELEASE 2018*
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.
*NEW RELEASE 2018*
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.
*NEW RELEASE 2019*
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
*THIS IS THE FIRST BOOK EVER WRITTEN ON CONCEPT PRESENTATIONS FOR FINANCIAL ADVISORS!*
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 First Book On Retirement Planning That Documents How To Plan + How to Sell *
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.
*LATEST RELEASE 2020*
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.
The Ultimate Advisor Book Bundle:
Gain The Skillset You Require To Thrive In 2021 Starting Today....
This ExclusiveOffer is designed to help you build good techniques and strategies so that you can gain the success you've wanted as an advisor. It's easy to procrastinate that things aren't working... or you can take action and invest time reading and upgrading yourself to better prepare for 2021. In this books, I've documented the skillset that helps me achieve more than 200 MDRT this year.
The Future Advisor System:
4 WEEKS ONLINE TRAINING PROGRAM TO GET YOU STARTED!
What will be covered:
Module 1: Learn About Presentation
Module 2: Learn About Objection Handling
Module 3: Learn About Closing
Module 4: Learn About Upselling and Recommendation
If You're A Financial Advisor Looking To 2X, 5X, Or Even 10X Your Commissions Without Working Harder And Longer, I'm Going To Show You...
Big Case Closer Program
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.
4 WEEKS ONLINE TRAINING PROGRAM TO GET YOU STARTED!
JOIN SANJAY MENTORING FAMILY
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!
Upcoming Family Meet UP (15th - 19th JUNE 2022)
RETIREMENT PLANNING 2022
In this offline workshop, I will show you my personal strategy to get clients knocking my doors to talk about retirement LIVE. I will also share with you some templates scripts and framework that you can use right away to chart a successful retirement plan for your client.
Most importantly, you will pick up the skill to learn how to trigger your clients' needs for retirement planning and introduce them to intergenerational planning.
I’ll provide you with tips to help your client maximize their savings while minimizing the lifestyle impact. It’s gonna be 4 hours of an exciting adventure.
With more than a million views on youtube, Dr Sanjay consistently produce videos to help educate people on proper financial planning. His goal is to make financial planning easier for everyone to undestands!
Be expect to learn things like Asset Management , Retirement planning, Educational planning,Property investment tips & trick, Health and Medical coverage...
POPULAR EPISODES:
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!
DON'T JUST LISTEN TO ME...
Listen To Those Who Have Benefited
"After learning from Dr Sanjay, i now understand how to plan a profitable portfolio for my own clients. In fact, my clients are so satisfied with my services that they recommend me to their peers too. Thank you Dr Sanjay"
Wei Ming
Financial Advisor
"Dr Sanjay has provided me a NEW perspective in financial planning. I now understand why people call him the LEGEND in the financial planning world. What he teaches is highly applicable to my line of profession."
James Huang
Financial Advisor
"I was a bit stuck with my corporate financial planning until i met Dr Sanjay. He easily clear my worries with regards to how to structure the finances of my company. Thank you Dr Sanjay and your team! "
Client Name Unable To Disclose
Client's Of Dr Sanjay