Professional Documents
Culture Documents
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[Duration – 11.28]
Dubai Talks Sanjay Tolani a World Renowned Speaker | Financial Advisor
When you are doing something,
https://youtu.be/2uQKAk28mK4
[Duration -: 7.54]
We all want to make money but the question is what can stuff me to make it?
A project is something that has start and finish….. and it has a purpose.
But
Does that purpose achieve
Derisking project
Risk management is a process it identify those entire component that could go wrong.
https://youtu.be/bZYaFU1fI4Q
[Duration -: 5.08]
Say him,
https://youtu.be/ouNgcynIJDI
[Duration -:5.21]
Sanjay Tolani, a 16-year member of the Million Dollar Round Table – The Premier Association of
Financial Professionals, with 2 Court of the Table & 12 Top of the Table honors.
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.
Why is Sanjay so generous in sharing his trade secrets? Is there a catch? For starters,
He doesn't manage an agency and has no intention to build one. That's not his focus
Hence this is NOT a recruitment campaign for any private practice or whatsoever. His intent is
to pay it forward and raise the standards in the financial service industry. This way, everyone
wins!
https://youtu.be/Sbz_XeUtIwQ
[Duration -: 1.37]
A good financial advisor will always get you to sign a policy and cancel later if it doesn't fits you.
This is because they want to ensure you're FULLY covered during the free look period when you
are making the decision to go ahead with a specific insurance policy.
Remember:
Every policy comes with a free look period which is a period of time in which a new life
insurance policy owner can terminate the policy without penalties.
So, don't be afraid to sign & get your FREE coverage
https://youtu.be/2FV4Hmx9s6w
[Duration -: 2.02]
If you don’t have any dependents your need for insurance is quite limited.
But,
https://youtu.be/3pbVYH9IW2Y
[Duration -: 2.00]
If you want to cross sell another product to a client, and that's a concern that you have not
opened up in the past,
Start with a OBJECTION or with a QUESTION that your previous clients have asked you.
For example, I was working with a client and he told me something which was I wanted
guaranteed income, I gave him solution to that problem.
If you get that order where your clients can relate to the problems of other clients, using a case
study concept, you will now be able to sell them other things.
REMEMBER
The hypothetical-ness of that case study allows you to have any conversation on any product
and be able to cross sell anything.
https://youtu.be/xfpvhXhTDbI
[Duration -: 3.53]
How to Maximize Case Size For Financial Advisor | Sales Maximized Triangle |
The Sales Maximizer Triangle has one primary goal which is to increase the client value for
you.
1. It is expensive to acquire new clients so selling to existing clients is easier and it increases
your sales
2. Clients feel more treasured even though you sell them more
3. Selling more allows you to have a longer relationship with your client.
https://youtu.be/2BBDXset6h4
[Duration -; 1.32]
The Sales Maximize Playbook | Learn How To Maximize Your Case Size |
Dr. sanjay decided to document his experiences of maximizing case size in a book.
Why it will be better from your client's perspective if you maximize their case size.
https://youtu.be/s_GdW5QhJPw
[Duration -: 2.41]
Property
Fixed deposit
Regular income
Fixed deposit makes sure that you have liquidity kept on your side