Before I go on telling you what you can learn from this program, let me be honest upfront.

I'm selective with who can join the Family because I want to be a responsible mentor. If you're NOT learning something from this program, then you should not even join this program and I'm clear about that.

After assisting 300+ advisors in 2021 and grooming some of the top producers (MDRTs, COTs and TOTs) in the industry, I have a better picture of who can BEST benefit from this mentorship and you happened to be in one of the following scenarios currently, then YES... You should consider applying for this program. 

“Trust me, nothing is as painful as being stuck!’ 

"Please don't apply if you are..."

"Please don't apply if you are..."

I know there are many programs out there persuading you to join the program, promising you HUGE results but I'm different.

 

I set up this family with the intention of coaching advisors who truly want to "breakthrough" and benefit from it.

After a year of coaching the big case closer family, I realized the following advisors are NOT suitable for this program:

If you're a part time advisor, I suggest you spend time reading my books and watching my free videos instead. This program is only for people who are 100% serious about this career. I'm investing my time on these mentees and I expect equal commitment from them.

If the focus of your business is building a team and grooming them, then this program is not for you as well. Instead, I would suggest you to send your top advisors to this program because this program will only benefit sellers.

Moving forward in 2022, we will be covering slightly more advanced theories and if you're a complete beginner, I suggest you work on understanding the industry first, then apply to this family.

NOTE: This is by application only. I will look through your details and if I think I cannot help you, then I will not ask you to join. Understand a very simple point here, I'm not a trainer. I can't disappear if I underdeliver. That's why.

It wasn't easy...

I remember many late nights where I had to literally travel for hours just to meet clients and close them.

And I asked myself, "Is there a simpler way" to get the SAME RESULTS, working less?

So I decided to embark on a personal journey to find a "Breakthrough"...

But let's be honest, it's easier said than done.

I spent years seeking help from mentors all over the world, trying to find out some secrets they use to increase their sales within a short time. What I discovered is this…

"Many of the Top Financial Advisors at the COT and TOT level don’t work harder & longer hours…"

In fact, many of them are spending more time with their family and loved ones, pursuing their hobbies and building their businesses. The difference?

They’re laser-focused on closing BIG CASES and working with almost exclusively high net worth or even ultra-high net worth clients.

After all, the time and effort you take to close a $100 case is the same as a $10,000 or even $100,000 case.

Like I always told my students, 20% of your efforts lead to 80% of your results.

SMALL cases help you survive and pay the bills…

BIG cases will give you that windfall income and make you rich…

And I knew that MASTERING these same big case closing strategies that these top players were using was my golden ticket to success as a financial advisor.

For the next 15 years, I learned from my mentors, put their strategies to work and experimented with new ones.  

Within the first year of my journey, I achieved my MDRT in just 6 months.

By the second year, it was 3 months. The next year, 1 month. Before I know it, I was achieving MDRTs in just weeks or even days. In 2020 alone, I was able to achieve: >200 MDRTs...

All while other financial advisors were working harder and longer hours just to achieve the same results.

In fact, I was travelling around the world, speaking in more than 70 events to more than 100,000 advisors in the same year I achieved this.

Now, I’m sharing my personal story with you because I want to let you know that I’ve been in your shoes. That's why I've always been sharing with you my own strategies so that you can leverage on my experience and shortcut your journey to success... 

"Why am I doing this instead of just exclusively focusing on my $5,000,000 cases?"

That's why I'm investing tons of my personal time to make this program a success, I want to show people how AWESOME professional financial advisors can be and help members in the family to save time and money figuring things out.

Now lets move on to talk about why you should learn about big case closing.... Know Your WHY First!

I want you to invest a few minutes watching this video which explains:

#1:Why Master Big Case Closing?

#2: How would it make you stand out?
#3: How it can benefit you in the long run? 

"After coaching 300+ advisors in 2021, I now have an even clearer roadmap to help advisors get better."

"After coaching 200+ advisors in 2020, I now have an even clearer roadmap to help advisors get better."

Let me make it clear, there is no "one size fit all" program in this world but there are certainly "structured learning paths" which advisors like yourself can take to see massive results. The real problem? No one ever bothers creating that learning path and that's what I'm trying to do in the big case closer program. 

From what I've observed so far, there are 2 types of advisors in the family.

(1) Advisors who have never closed big cases (>$100,000) - I'll show you the different methods you can use to close big cases and hopefully one idea works and you get kick started in your big case journey.

(2) Advisors who have closed big cases but want to either repeat them or close ULTRA big cases (>$1,000,000) - I'll guide you along so that you don't feel that you've plateaued in this career. I will open your eyes to ultra large cases so you can constantly challenge yourself to achieve better results and outbeat yourself. Remember, your biggest competition is YOU.

So let me help you visualize your journey for you to get an idea of what you can expect after you come on board with us...

Phase 1: Foundation Skill Set - Picking Up The Right Skill You Need

When you first join the family, the relationship manager will analyze your profile and advice you to watch certain pre-recorded videos (depending on your problem and level when you join). At the end of the day, you need certain basic financial planning and sales knowledge to do big cases and that's why we have a library of "exclusive" pre-recorded training videos for our big case closer family. These are self learning videos to help you get started. 

Month on month, we will be conducting more live trainings so that we add up more videos to our library.  

Outcome: You will build a better, stronger foundation & see gradual improvement in your commissions. 

Phase 2: Specialization - Creating Your Unique Proposition In 2021

What I am going to do differently for 2021 VS 2020 for the Big Case Closer family is that I'm going to help everyone go into a specialization by exploring a higher level of financial planning by choosing from either Family Office, Risk Management, Asset Management or Corporate Financial Planning. 

This allows members to gain further clarity on their niche and during these sessions I will reveal more “secrets”. These sessions will not be recorded and will be conducted live. Depending on the size of the group, we might break the group even further based on experiences.

Outcome: You will now stand out from your peers and because of your specialization, you will gain the right knowledge and network to handle case sizes that are 10X larger than usual.

Update: In 2021, I'm happy to see many members benefiting from this specialization. Thus we will carry on with this in 2022 too!

Phase 3: Coaching - Case Studies & "Q&A"

After watching videos... attending group sessions... you probably still feel lost sometimes. I get it. Theory and practical is completely different. That's when our Coaching comes in place. I'll be straightforward with you, I can't do personal 1-1 coaching because I don't have the time for that. 

That's why on a monthly basis, I organize a Q&A session to help clarify all problems members have. If you feel that its something you don't want others to know... that's completely OKAY too. Just reach out to the relationship manager and I'll privately answer your questions for you. Even if you have no questions, you can listen to what other advisors are experiencing and learn it as a case study.

Outcome: You will now be clearer with how to apply your newly acquired big case closing skillset and learn from others' experiences in the family that have done it. You'll also be more confident to open up conversations with HNW clients/prospects.

Phase 4: Support System - Closing Big Cases

The biggest problem when coming to big cases is that you panic or get lost when you really see that "Opportunity" coming. When you have a potential prospect that you can close >100K case size and when you are completely lost and don’t know what is the next step to do, you can leverage on my Team to see if they can assist you. Think of this like a special helpline I've created for BCC members to reach out whenever they need to. 

Outcome: You no longer lose cases just because you don't know how to handle it or do not have the resources available. Instead, a team of professionals is on standby to ensure your cases have a higher chance of "success".

I've closed multiple big cases in the last 19 years and there are many tips and guidelines that I can provide you along the way.

"To put it simply... I'm trying to create the BEST program you've ever seen...So sometimes you might see me organizing more sessions because I'm excited to help you see success earlier" 

"To put it simply... I'm trying to create the BEST program you've ever seen...So sometimes you might see me organizing more sessions because I'm excited to help you see success earlier" 

I hope the above sums up what you can expect if you're selected to be part of the family. 

Let me tell you exactly, what I have covered in 2021 so you have a better picture of what's going to happen for you when you join the family. The below summarizes the current 2021 plans.

P. S. If you were to join us for this pre enrolment intake, below is our current 2022 plans. However I might restructure it to make it better, but don't worry, I'm here to make sure you see RESULTS and that's why I keep on updating the plans to make it relevant to what's happening in every country. Also in Quarter 4, we will be organizing many special coaching session to help members see immediate results (i.e. more income) so if you're joining us, you're in for a treat! 

Basically in 2022, I'm trying to organize more smaller group session because I realized that smaller group sessions really members gain clarity and get their results faster this year. Also through feedback across the last 2 years, I'm able to better understand what's important to help BCC members to learn faster and get results faster. 

Remember success is able constant learning, that is also why every year I recover some topics (Topic is the same but content are different) because I want to update the members of the latest trends and strategies they could potentially share with their clients and prospect to make them stand out from the crowd.

"Last I checked, there’s nothing even close to this out there right now.... this is probably the most comprehensive program for advsior in the market"

To put it simply, I'll add on new things along the way when I personally feel it can help you... For example, in April 2019, I've invested hundreds of thousands of dollars to help BCC members with their branding because I felt that it was important at that moment.

The above sums up what you can expect in 2021, if you're part of the big case closer family. My objective here is simple, I want to teach everything I know to you if it can help you succeed in this career. 

"This mentorship makes me relook at my career... Regretting to not have spent time on my business..."

"I thought I was performing well in 2019 and when I join the BCC family, I realized I was just average. I think you need to really see how people open up 10-20 million cases to realize that there is a lot of potential in this business. Also, its not about rich connections, etc... This year I started to invest time working on my basics and foundation, because I am truly inspired and motivated by this BCC family. In 2021, I want to win the BCC award!" 

" I managed to open up case size that is 5X Larger than 2018..."

"What I really like about the mentorship is that many top advisors in the industry are part of this program and I get to learn from everyone's strategies. Also, Dr. Sanjay always shares updated strategies that help us stay relevant. It's not just learning about strategies that used to work but strategies that are actually working RIGHT now. Thank you Dr. Sanjay!"

" I Can't Find Anything on Keyman Insurance... Until I joined BCC... "

"I've been wanting to sell Keyman Insurance for a long time. But there is nobody I can learnt from. Many people teach me the theories side of it, but nobody has show me exactly HOW TO DO IT. I'm glad I manage to closed a big cases this year on Keyman Insurance. Will definitely continue my membership in 2022 because Dr Sanjay just spend 1 hour teaching me something I have spent 3 years figuring out myself." 

“I don’t know anything about HNW Market previously... Now I'm specializing in it. ”

"In this industry, I feel very lost. Because I tried investing a lot of money on courses(>$10,000) to learn about HNW market and everyone teaches very complicated concepts. Even when it comes to estate planning, I'm expected to spend months studying and I don't see how my income improve after learning it. But after joining BCC, Dr Sanjay just show me how a simple idea can be used to open up HNW market. Now I spend more time on meeting clients and opening up cases rather than studying long courses that doesn't gives me ROI. Truly appreciate what you share Dr Sanjay. " 

Note: Not all members results are updated here because we respect our members privacy. 

The access to the family is STRICTLY by application only because I am selective with who I share my trade secrets with. 

Let's be honest, the reason why this is call a "Family" is because I only select advisors who I like to coach. I'm not a trainer and this is not my business. The reason why this family was even set up in the first place is because of my personal passion for coaching and making financial planning happier. I personally feel disheartened when I see many nice and hardworking advisors struggling because they were lacking the right knowledge, that's why I wanted to do my part to help them.

The ONLY way to qualify for a spot is to complete the entire BCC Application. 

My 3 Criteria: 

Being part of the “Big Case Closer” family is WORTH at least $20K? $30K? in actual real world value. To be honest, I can't price something like this accurately because there isn't something similar out there in the market. 

And this does not even include the value of having a mentor and a community of top financial advisors who have “been there and done that” and can guide you through every step of closing bigger deals and hitting your production target.

Personally, this is the kind of support and guidance I wished I had as a financial advisor when I started so many years ago.

But if I have to show you what you'll get, it will look like this:

You'll Have EVERYTHING Needed To Get Started

Here’s an offer I’d like to make to you.

You’re definitely not gonna pay $50,000 for this.

Not half of that. Not even 5% of it. For this special enrolment, you get to gain access to my Big Case Closing Method that will multiply your income in 2021.

... For Only ONE Payment Of 

 Just $2,697/ Year!

... For Only ONE Payment Of 

 Just $2,697/ Year!

Members will be accepted on a first come first serve basis provided they are a good fit. If you miss out this chance... you might have to wait till 2022 (Where we have the intention to raise it back to a fair value of $4997/Year to reflect actual value of the mentorship)

To be honest, the most challenging part for myself is when it comes to pricing the membership fee and I wanted to be completely transparent on my thought process. 

#1: The Fees I Receive Is Donated - Firstly, the fees I collect after deducting the cost of running the program is actually donated to a charity foundation that I support... Yes you heard it right. Don't forget, my main source of income is from selling insurance, if I'm teaching you how to close big cases and I'm earning from the fees I collected, it doesn't make sense right? 

#2: Charging A Higher Fees Brings Me better Quality Members - I realized that members who are more willing to pay are hungrier to learn as well. In fact, people don't appreciate free things and I don't want to discount the value I bring on the table.

#3: The Fees Will Filter Who Are Serious - If you feel that the fees is too “expensive”, this program is probably not for you at the moment. I don't want the scenario of you having to take loan to attend the program etc.. It doesn't make sense. Spend time reading my books or watching the YouTube videos I've shared. They're free.

#4: The Program Is worth US$50K Yearly - I would have paid this amount for a program like this if there is something out there in the market but still its not an amount everyone can afford and if I were to charge this price, I will end up having 10 members? That defeats my purpose in the first place.

#5: If you managed to close 1 more big case which is a completely conservative goal, it’ll cover your investment and make you multiple times back your investment.  

"When I first asked my friends (many of them COTs and TOTs) how much they will invest for access to a community like this, many of them shared that they would invest at least $10,000 per year. Why? Because they know that if they just learn 1 strategy to close just 1 big case, they will be able to make back their investment multiple times over. "

In April 2020, Dr. Sanjay Invested $100,000 to help BCC members brand themselves. He understands that it will be difficult for BCC members to hire digital marketers to establish their own branding and that is why he decided to invest to help them get to the next level. 

For future batches of enrolment, this will be a paid service. But if you were to join before 31st Dec 2020, you'll get it for free too.