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https://youtu.

be/kIlFnsAeabI
[Duration – 11.28]
Dubai Talks Sanjay Tolani a World Renowned Speaker | Financial Advisor
When you are doing something,

Find out why?

If you find that why, that why is strong enough?

The true Entrepreneur will be who know-:

 I am know body and I want to create something


 What was the purposes of business?

Key factor for 21st entrepreneur

 Identify what is their skill


 Believe you are not best and the people who is better than you, who could work with
you.
 Finding the purpose what you are doing.

Reality is a true entrepreneurship technology is a tool to achieve is.

Identify 3 things as you want to become an entrepreneur

1. Who you gone be?


2. Are you inheriting it?
3. Are you distrusting it?

https://youtu.be/2uQKAk28mK4

[Duration -: 7.54]

Making Money from Insurance | World Speaker |

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

1st thing you need to do is -: Identify the risk.

Risk management is a process it identify those entire component that could go wrong.

https://youtu.be/bZYaFU1fI4Q

[Duration -: 5.08]

Why Buy Insurance?


It give you power to protect your family

When client tell you let me think about it,

Say him,

 You have 3 weeks to think about it.


 Let me put the cover in effect.
 We have a free look period.
 We return 100% premium back to you if you don’t like our product.

https://youtu.be/ouNgcynIJDI

[Duration -:5.21]

Story of Sanjay Tolani | Financial Planning | Financial Planner


Who Is Sanjay Tolani ?

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,

Sanjay is a solo practitioner.

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]

Why You Should Never Hesitate to Sign an Insurance Policy


How To Get Free Insurance Coverage

While You Are Still Making A Decision?

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.

The truth is, you never know what may happen………..

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]

Do Single People Need Insurance? | Objection Handling Sales Technique |


Objection

I am not married, why I need insurance?

If you don’t have any dependents your need for insurance is quite limited.

But,

It still limited to 3 major insurance

1. Making sure you have income protection?


2. Making sure you have health protection
3. Making sure you are saving enough money for retirement.

https://youtu.be/3pbVYH9IW2Y

[Duration -: 2.00]

Cross Selling To Existing Clients | Effective Sales Techniques & Strategies |

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,

one of the simplest ways to do that is to,

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.

Now, when you give that,

 it's a case study that you're now presenting in front of a client.


 Rather than giving them the solution,
 you're telling them about how you have SOLVED the problem for other clients.

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

 If you want to cross sell, use a case study.

Case studies are very hypothetical.

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.

The Sales Maximizer Triangle -:

Here are 3 BENEFITS of applying the Sales Maximiser Triangle:

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.

In this book, you will learn:

 4 Step Strategy To High Quality Endless Recommendations? 


  Know When The Best Time & Strategy To Ask For Recommendation Is.
  3 Strategies To Maximize Case Size After A Client Signs
  5 Major Mistakes When It Comes To Upselling
  Framework For Doing Policy Review + Mistakes Advisors Make During Review And the
list goes on… 

https://youtu.be/s_GdW5QhJPw

[Duration -: 2.41]

Which Is The Best Investment? | Financial Planning Strategy |


When client compare insurance with

 Property
 Fixed deposit

You will tell him thar,you can’t compare these.

These are 3 different opportunities

Insurance is a product that

 Creates money that does not exist.

Property allow you to have a house over your hand

 Regular income

Fixed deposit makes sure that you have liquidity kept on your side

 Liquidity of cash flow

These are all different fruit under financial umbrella.

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