ADVISOR'S

CALENDAR
: Dr SanjayTolani

: Dr. Sanjay Tolani -

Financial Advisor & Coach
2021
Ready To Make 2021
: Srtolani
Your Best Year?
 GIVEAWAY
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Financial Advisor & Coach

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2 0 2 1 C H A L L E N G E S TICK 5 BOXES BELOW
& EXECUTE IT

CONDUCT A GROUP READ UP ON 5 BOOKS

MEET AT LEAST 4
SEMINAR TO EDUCATE ABOUT FINANCIAL MAKE SURE 50 FAMILIES GET
PROSPECTS A DAY AND
PEOPLE ABOUT FINANCIAL PLANNING TO UPGRADE MY PROTECTED BY ME
EDUCATE THEM
PLANNING KNOWLEDGE

REACH OUT TO 30 FRIENDS

FOLLOW UP WITH AT LEAST ATTEND AT LEAST 5 SOCIAL
CLOSE 3 BIG CASES WHO I HAVE NOT BEEN
50 OF MY EXISTING CLIENTS NETWORKING EVENTS
SPEAKING TO

APPROACH AT LEAST 10 WATCH AT LEAST 5

MAKE SURE I HIT 50% OF MY SHARE AT LEAST 30
RANDOM STRANGERS AND HOURS OF DR SANJAY'S
FINANCIAL PLANNING TIPS
SALES TARGET BY MAY 2021 EDUCATE THEM ON VIDEOS ON YOUTUBE TO
ON MY SOCIAL MEDIA
FINANCIAL PLANNING UPGRADE MY KNOWLEDGE
2 0 2 1 G O A L S E T T I N G G U I D E L I N E S :

TIMING TARGET PRODUCTS

Big Cases, Pending Cases From Life Insurance,

Q1 - Farming 2020, Monthly Recurring Cases. Retirement Plan.

Policy Review, Strategy Review, Generational Products,

Q2 - Relationship Relationship Building. Estate Planning Products.

Policy Review, Strategy Review, Generational Products,

Q3 - Relationship Relationship Building. Estate Planning Products.

Letting go of everything that is Life Insurance,

Q4 - Sprint! holding you back and run. Retirement Plan.

LEARN.SANJAYTOLANI.COM
3 C O N C E P T P R E S E N T A T I O N S F O R 2 0 2 1 :

The Flow Of Water Presentation The Roots & Tree Presentation Technical Concept Presentation

Find out more about these 3 Concept Presentations on my Youtube Channel.

Follow this link: https://www.youtube.com/c/SanjayTolani/videos

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 W H A T I S Y O U R T A R G E T ?
Questions: Do you know your numbers for each process? If no, WHY?
Fill in the blanks below:

Prospect You Prospect To Case Size Maximize Case Sales Target

Closing Ratio
Meet In Q1 Appointment Ratio (Product Offer) Size For Q1

20 20% 20% 20,000 1.2 Factor $X

LEARN.SANJAYTOLANI.COM
 " T O G E T H E R , L E T ' S M A K E

F I N A N C I A L P L A N N I N G H A P P I E R

& E A S I E R F O R E V E R Y O N E ! "

DR. SANJAY TOLANI

LEARN.SANJAYTOLANI.COM
 JANUARY 2021
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01
Start of the month End of the month
NUMBER OF PROSPECTS ACTUAL NUMBER OF ACTUAL NUMBER OF
TO MEET THIS MONTH. PROSPECTS I MET. CASES CLOSED THIS MONTH.

JANUARY ______________ Record number of prospects met per day in the blank. CLOSING RATIO = _______%

SUN MON TUE WED THU FRI SAT

Have you met at least 30 prospects this 1 2

month? If not, you’re lagging behind! NEW YEAR'S
DAY 2021

______________ ______________
CLIENT THANKS GIVING DAY
3 4 5 6 7 8 9
Today is the day where you reach out to
at least 10 of your clients to keep in touch
with them. ______________ ______________ ______________ ______________ ______________ ______________ ______________

10 11 12 13 14 15 16
URGENCY DAY
If you are still not at 70% of your target,
you had better be worried and should ______________ ______________ ______________ ______________ ______________ ______________ ______________

start meeting more prospects. 17 18 19 20 21 22 23

FAMILY TIME
______________ ______________ ______________ ______________ ______________ ______________ ______________
While being an advisor keeps you busy,
don’t forget to spend time with your loved 24 25 26 27 28 29 30

ones today.

PUBLIC HOLIDAY ______________ ______________ ______________ ______________ ______________ ______________ ______________

Don’t forget to wish your client on this 31

festive season. It is the best time to open a

conversation.
______________
 FEBRUARY 2021
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02
Start of the month End of the month
NUMBER OF PROSPECTS ACTUAL NUMBER OF ACTUAL NUMBER OF
TO MEET THIS MONTH. PROSPECTS I MET. CASES CLOSED THIS MONTH.

FEBRUARY ______________ Record number of prospects met per day in the blank. CLOSING RATIO = _______%

SUN MON TUE WED THU FRI SAT

1 POLICY REVIEW 2 3 4 5 6
Have you met at least 30 prospects this DAY

month? If not, you’re lagging behind!

______________ ______________ ______________ ______________ ______________ ______________
CLIENT THANKS GIVING DAY
7 8 9 10 11 12 LUNAR NEW 13
Today is the day where you reach out to PRACTICE YOUR
YEAR
PRESENTATION
at least 10 of your clients to keep in touch TO 3 PEOPLE
with them.
______________ ______________ ______________ ______________ ______________ ______________ ______________

URGENCY DAY 14 15 16 17 18 19 20
If you are still not at 70% of your target,
you had better be worried and should
start meeting more prospects. ______________ ______________ ______________ ______________ ______________ ______________ ______________

FAMILY TIME 21 22 23 24 25 26 27
PRACTICE
While being an advisor keeps you busy, OBJECTION
don’t forget to spend time with your loved HANDLING
ones today. ______________ ______________ ______________ ______________ ______________ ______________ ______________

PUBLIC HOLIDAY 28
Don’t forget to wish your client on this
festive season. It is the best time to open a
conversation. ______________
 MARCH 2021
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03
Start of the month End of the month
NUMBER OF PROSPECTS ACTUAL NUMBER OF ACTUAL NUMBER OF
TO MEET THIS MONTH. PROSPECTS I MET. CASES CLOSED THIS MONTH.

MARCH ______________ Record number of prospects met per day in the blank. CLOSING RATIO = _______%

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6
PRACTICE YOUR
We're close to an end of a quarter. It’s
PRESENTATION
time to push yourself harder ! TO 3 PEOPLE

______________ ______________ ______________ ______________ ______________ ______________

Have you met at least 30 prospects this
month? If not, you’re lagging behind! 9 11 12 13
7 8 10

CLIENT THANKS GIVING DAY

Today is the day where you reach out to ______________ ______________ ______________ ______________ ______________ ______________ ______________
at least 10 of your clients to keep in touch
with them. 14 15 16 17 18 19 20

URGENCY DAY
If you are still not at 70% of your target,
you had better be worried and should ______________ ______________ ______________ ______________ ______________ ______________ ______________
start meeting more prospects.
21 22 23 24 25 26 27
PRACTICE
FAMILY TIME OBJECTION
While being an advisor keeps you busy, HANDLING
don’t forget to spend time with your loved ______________ ______________ ______________ ______________ ______________ ______________ ______________
ones today.
28 29 30 31
PUBLIC HOLIDAY
Don’t forget to wish your client on this
festive season. It is the best time to open a
conversation. ______________ ______________ ______________ ______________
 APRIL 2021

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04
Start of the month End of the month
NUMBER OF PROSPECTS ACTUAL NUMBER OF ACTUAL NUMBER OF
TO MEET THIS MONTH. PROSPECTS I MET. CASES CLOSED THIS MONTH.

APRIL ______________ Record number of prospects met per day in the blank. CLOSING RATIO = _______%

SUN MON TUE WED THU FRI SAT

1 2 3
Have you met at least 30 prospects this
month? If not, you’re lagging behind! GOOD FRIDAY

______________ ______________ ______________

CLIENT THANKS GIVING DAY
4 5 6 7 8 9 10
Today is the day where you reach out to PRACTICE YOUR
at least 10 of your clients to keep in touch PRESENTATION
TO 3 PEOPLE
with them.
______________ ______________ ______________ ______________ ______________ ______________ ______________

URGENCY DAY 16
11 12 13 14 15 17
If you are still not at 70% of your target,
you had better be worried and should
start meeting more prospects.
______________ ______________ ______________ ______________ ______________ ______________ ______________

FAMILY TIME 18 19 20 21 22 23 24
PRACTICE
While being an advisor keeps you busy,
OBJECTION
don’t forget to spend time with your loved HANDLING
ones today. ______________ ______________ ______________ ______________ ______________ ______________ ______________

PUBLIC HOLIDAY 25 26 27 28 29 30
Don’t forget to wish your client on this
festive season. It is the best time to open a
conversation. ______________ ______________ ______________ ______________ ______________ ______________
 MAY 2021
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05
Start of the month End of the month
NUMBER OF PROSPECTS ACTUAL NUMBER OF ACTUAL NUMBER OF
TO MEET THIS MONTH. PROSPECTS I MET. CASES CLOSED THIS MONTH.

MAY ______________ Record number of prospects met per day in the blank. CLOSING RATIO = _______%

SUN MON TUE WED THU FRI SAT

Have you met at least 30 prospects this 1

month? If not, you’re lagging behind! LABOUR DAY

______________
CLIENT THANKS GIVING DAY
2 3 4 5 6 7 8
Today is the day where you reach out to
at least 10 of your clients to keep in touch
with them. ______________ ______________ ______________ ______________ ______________ ______________ ______________

9 10 11 12 13 14 15
URGENCY DAY
If you are still not at 70% of your target,
you had better be worried and should ______________ ______________ ______________ ______________ ______________ ______________ ______________

start meeting more prospects. 16 17 18 19 20 21 22

PRACTICE YOUR
PRESENTATION

FAMILY TIME ______________

TO 3 PEOPLE

______________ ______________ ______________ ______________ ______________ ______________

While being an advisor keeps you busy,
don’t forget to spend time with your loved 23 24 25 26 27 28 29

ones today. VESAK DAY

PUBLIC HOLIDAY ______________ ______________ ______________ ______________ ______________ ______________ ______________

30 31
Don’t forget to wish your client on this
festive season. It is the best time to open a
conversation.
______________ ______________
 JUNE 2021
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06
Start of the month End of the month
NUMBER OF PROSPECTS ACTUAL NUMBER OF ACTUAL NUMBER OF
TO MEET THIS MONTH. PROSPECTS I MET. CASES CLOSED THIS MONTH.

JUNE ______________ Record number of prospects met per day in the blank. CLOSING RATIO = _______%

SUN MON TUE WED THU FRI SAT

1 2 3 4 5
We're close to an end of a quarter. It’s
time to push yourself harder !

______________ ______________ ______________ ______________ ______________

Have you met at least 30 prospects this
month? If not, you’re lagging behind!
6 7 8 9 10 11 12
PRACTICE YOUR
PRESENTATION
CLIENT THANKS GIVING DAY TO 3 PEOPLE

Today is the day where you reach out to ______________ ______________ ______________ ______________ ______________ ______________ ______________
at least 10 of your clients to keep in touch
with them. 13 14 15 16 17 18 19

URGENCY DAY
If you are still not at 70% of your target,
you had better be worried and should ______________ ______________ ______________ ______________ ______________ ______________ ______________
start meeting more prospects.
20 21 22 23 24 25 26
FAMILY TIME PRACTICE
OBJECTION
While being an advisor keeps you busy, HANDLING
don’t forget to spend time with your loved ______________ ______________ ______________ ______________ ______________ ______________ ______________
ones today.
27 28 29 30
PUBLIC HOLIDAY
Don’t forget to wish your client on this
festive season. It is the best time to open a
conversation. ______________ ______________ ______________ ______________
 JULY 2021
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07
Start of the month End of the month
NUMBER OF PROSPECTS ACTUAL NUMBER OF ACTUAL NUMBER OF
TO MEET THIS MONTH. PROSPECTS I MET. CASES CLOSED THIS MONTH.

JULY ______________ Record number of prospects met per day in the blank. CLOSING RATIO = _______%

SUN MON TUE WED THU FRI SAT

1 2 3
Have you met at least 30 prospects this PRACTICE YOUR
PRESENTATION
month? If not, you’re lagging behind!
TO 3 PEOPLE

______________ ______________ ______________

CLIENT THANKS GIVING DAY
4 5 6 7 8 9 10
Today is the day where you reach out to
at least 10 of your clients to keep in touch
with them.
______________ ______________ ______________ ______________ ______________ ______________ ______________

URGENCY DAY 16
11 12 13 14 15 17
If you are still not at 70% of your target, PRACTICE YOUR
PRESENTATION
you had better be worried and should TO 3 PEOPLE
start meeting more prospects.
______________ ______________ ______________ ______________ ______________ ______________ ______________

FAMILY TIME 18 19 20 21 22 23 24
While being an advisor keeps you busy,
don’t forget to spend time with your loved
ones today. ______________ ______________ ______________ ______________ ______________ ______________ ______________

PUBLIC HOLIDAY 25 26 27 28 29 30 31
Don’t forget to wish your client on this
festive season. It is the best time to open a
conversation. ______________ ______________ ______________ ______________ ______________ ______________ ______________
 AUGUST 2021
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08
Start of the month End of the month
NUMBER OF PROSPECTS ACTUAL NUMBER OF ACTUAL NUMBER OF
TO MEET THIS MONTH. PROSPECTS I MET. CASES CLOSED THIS MONTH.

AUGUST ______________ Record number of prospects met per day in the blank. CLOSING RATIO = _______%

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6 7

Have you met at least 30 prospects this

month? If not, you’re lagging behind!
______________ ______________ ______________ ______________ ______________ ______________ ______________

CLIENT THANKS GIVING DAY 8 9 10 11 12 13 14

PRACTICE YOUR
Today is the day where you reach out to PRESENTATION
at least 10 of your clients to keep in touch TO 3 PEOPLE
with them.
______________ ______________ ______________ ______________ ______________ ______________ ______________

URGENCY DAY 15 16 17 18 19 20 21
If you are still not at 70% of your target,
you had better be worried and should
start meeting more prospects. ______________ ______________ ______________ ______________ ______________ ______________ ______________

FAMILY TIME 22 23 24 25 PRACTICE 26 27 28

While being an advisor keeps you busy, OBJECTION
HANDLING
don’t forget to spend time with your loved
ones today. ______________ ______________ ______________ ______________ ______________ ______________ ______________

PUBLIC HOLIDAY 29 30 31
Don’t forget to wish your client on this
festive season. It is the best time to open a
conversation. ______________ ______________ ______________
 SEPTEMBER 2021
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09
Start of the month End of the month
NUMBER OF PROSPECTS ACTUAL NUMBER OF ACTUAL NUMBER OF
TO MEET THIS MONTH. PROSPECTS I MET. CASES CLOSED THIS MONTH.

SEPTEMBER ______________ Record number of prospects met per day in the blank. CLOSING RATIO = _______%

SUN MON TUE WED THU FRI SAT

1 2 3 4
PRACTICE YOUR
We're close to an end of a quarter. It’s
CLOSING
time to push yourself harder ! TECHNIQUES

______________ ______________ ______________ ______________

Have you met at least 30 prospects this
month? If not, you’re lagging behind!
5 6 7 8 9 10 11

CLIENT THANKS GIVING DAY

Today is the day where you reach out to ______________ ______________ ______________ ______________ ______________ ______________ ______________
at least 10 of your clients to keep in touch
with them. 12 13 14 15 16 17 18

URGENCY DAY
If you are still not at 70% of your target,
you had better be worried and should ______________ ______________ ______________ ______________ ______________ ______________ ______________
start meeting more prospects.
19 20 21 22 23 24 25
FAMILY TIME
While being an advisor keeps you busy,
don’t forget to spend time with your loved ______________ ______________ ______________ ______________ ______________ ______________ ______________
ones today.
26 27 28 29 30
PUBLIC HOLIDAY PRACTICE YOUR
Don’t forget to wish your client on this CLOSING
festive season. It is the best time to open a TECHNIQUES

conversation. ______________ ______________ ______________ ______________ ______________

 OCTOBER 2021
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10
Start of the month End of the month
NUMBER OF PROSPECTS ACTUAL NUMBER OF ACTUAL NUMBER OF
TO MEET THIS MONTH. PROSPECTS I MET. CASES CLOSED THIS MONTH.

OCTOBER ______________ Record number of prospects met per day in the blank. CLOSING RATIO = _______%

SUN MON TUE WED THU FRI SAT

Have you met at least 30 prospects this 1 2

month? If not, you’re lagging behind!

______________ ______________
CLIENT THANKS GIVING DAY
3 4 5 6 7 8 9
Today is the day where you reach out to PRACTICE YOUR PRACTICE YOUR
PRESENTATION CLOSING
at least 10 of your clients to keep in touch TO 3 PEOPLE TECHNIQUES
with them. ______________ ______________ ______________ ______________ ______________ ______________ ______________

10 11 12 13 14 15 16
URGENCY DAY
If you are still not at 70% of your target,
you had better be worried and should ______________ ______________ ______________ ______________ ______________ ______________ ______________

start meeting more prospects. 17 18 19 20 21 22 23

FAMILY TIME
______________ ______________ ______________ ______________ ______________ ______________ ______________
While being an advisor keeps you busy,
don’t forget to spend time with your loved 24 25 26 27 28 29 30
PRACTICE YOUR PRACTICE YOUR
ones today. PRESENTATION PRESENTATION
TO 3 PEOPLE TO 3 PEOPLE

PUBLIC HOLIDAY ______________ ______________ ______________ ______________ ______________ ______________ ______________

Don’t forget to wish your client on this 31

festive season. It is the best time to open a

conversation.
______________
 NOVEMBER 2021
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11
Start of the month End of the month
NUMBER OF PROSPECTS ACTUAL NUMBER OF ACTUAL NUMBER OF
TO MEET THIS MONTH. PROSPECTS I MET. CASES CLOSED THIS MONTH.

NOVEMBER ______________ Record number of prospects met per day in the blank. CLOSING RATIO = _______%

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

Have you met at least 30 prospects this DEEPAVALI

month? If not, you’re lagging behind!

______________ ______________ ______________ ______________ ______________ ______________

CLIENT THANKS GIVING DAY 7 8 9 10 11 12 13

PRACTICE YOUR PRACTICE YOUR
Today is the day where you reach out to CLOSING
PRESENTATION
at least 10 of your clients to keep in touch TO 3 PEOPLE TECHNIQUES
with them.
______________ ______________ ______________ ______________ ______________ ______________ ______________

URGENCY DAY 14 15 16 17 18 19 20
PRACTICE YOUR
If you are still not at 70% of your target, CLOSING
you had better be worried and should TECHNIQUES

start meeting more prospects. ______________ ______________ ______________ ______________ ______________ ______________ ______________

FAMILY TIME 21 22 23 24 25 26 27
PRACTICE
While being an advisor keeps you busy, OBJECTION
don’t forget to spend time with your loved HANDLING

ones today. ______________ ______________ ______________ ______________ ______________ ______________ ______________

PUBLIC HOLIDAY 28 29 30
Don’t forget to wish your client on this
festive season. It is the best time to open a
conversation. ______________ ______________ ______________
 DECEMBER 2021
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12
Start of the month End of the month
NUMBER OF PROSPECTS ACTUAL NUMBER OF ACTUAL NUMBER OF
TO MEET THIS MONTH. PROSPECTS I MET. CASES CLOSED THIS MONTH.

DECEMBER ______________ Record number of prospects met per day in the blank. CLOSING RATIO = _______%

SUN MON TUE WED THU FRI SAT

1 2 3 4
We're close to an end of a quarter. It’s
time to push yourself harder !

______________ ______________ ______________ ______________

Have you met at least 30 prospects this
month? If not, you’re lagging behind!
5 6 7 8 9 10 11
PRACTICE YOUR
PRESENTATION
CLIENT THANKS GIVING DAY TO 3 PEOPLE

Today is the day where you reach out to ______________ ______________ ______________ ______________ ______________ ______________ ______________
at least 10 of your clients to keep in touch
with them. 12 13 14 15 16 17 18
PRACTICE YOUR
URGENCY DAY CLOSING
TECHNIQUES
If you are still not at 70% of your target,
you had better be worried and should ______________ ______________ ______________ ______________ ______________ ______________ ______________
start meeting more prospects.
19 20 21 22 23 24 25
FAMILY TIME CHRISTMAS DAY
While being an advisor keeps you busy,
don’t forget to spend time with your loved ______________ ______________ ______________ ______________ ______________ ______________ ______________
ones today.
26 27 28 29 30 31
PUBLIC HOLIDAY PRACTICE YOUR
Don’t forget to wish your client on this CLOSING
TECHNIQUES
festive season. It is the best time to open a
conversation. ______________ ______________ ______________ ______________ ______________ ______________