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.
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.
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
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
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.
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 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
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
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
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 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.
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
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!
As we kickstart 2020, think back about all your ups and downs, and really analyse if you have done well for yourself in 2019. If not, I would like to help you to hit your target in 2020 - it's time to put theory into action! Let me show you how to the step by step way to hit 50% of your target. Invest in the coaching today - I guarantee the skills and friendships gained will pay you back multiple times the price of the ticket.
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...
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!
"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! "
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Client's Of Dr Sanjay