FREE Financial Planning Ebook - My Special Gift For You!

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The Financial Planning E-book
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The Best Book For Your Clients To Read To Understand Financial Planning
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They Will Learn:
  • Why Do They Need Financial Planning? - I will tell them stories of what happens when they lack financial planning. I will even share with them benefits of good financial planing. 
  • ​The 5 Stages of Financial Planning -  I will share with them how to do their own financial planning and allow them to understand what insurance products are they currently lacking and in the urgent need to get them. 
  • How much insurance do you need to buy? - I will ask them 3 simple questions on the insurance graph and tell them exactly how much insurance they should buy. 
  • ​Retirement Planning - For the first time ever, I will explain to them the importance of savings and retirement planning. I will even explain why creating a source of income is important and could help them tide through tough periods. 
  • ​​6 Common Objections - I will run through common objections faced when a person tries to buy insurance and hopefully convince them the importance of insurance before you even approach them. 
  • ​Call To Action - The book ends off with me asking them to speak to their advisor. It will be good if you can pass this book to them with a note asking them to look at specific pages. This can create more interaction between you and them!
  • Why Do They Need Financial Planning? - I will tell them stories of what happens when they lack financial planning. I will even share with them benefits of good financial planing. 
  • ​The 5 Stages of Financial Planning -  I will share with them how to do their own financial planning and allow them to understand what insurance products are they currently lacking and in the urgent need to get them. 
  • How much insurance do you need to buy? - I will ask them 3 simple questions on the insurance graph and tell them exactly how much insurance they should buy. 
  • ​Retirement Planning - For the first time ever, I will explain to them the importance of savings and retirement planning. I will even explain why creating a source of income is important and could help them tide through tough periods. 
  • ​​6 Common Objections - I will run through common objections faced when a person tries to buy insurance and hopefully convince them the importance of insurance before you even approach them. 
  • ​Call To Action - The book ends off with me asking them to speak to their advisor. It will be good if you can pass this book to them with a note asking them to look at specific pages. This can create more interaction between you and them!

ABOUT YOUR FAMILY LEADER:

Why Learn From Dr. Sanjay Tolani?

Dr Sanjay Tolani is a 23-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table, 18 Top of the Table honors and 5 years platinum dragon. 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.

In 2024, he has successfully attained 327 TOT and his passion lies in sharing his knowledge with everyone in the mentoring family.

Over the last decade, Dr Sanjay has been learning from top financial advisors all over the world, consolidating their insights and learning.

He has coached over hundreds of thousands of top financial advisors all over the world. What makes Dr Sanjay happy is seeing members of his family succeeding and being professional in their line of work.

No matter how good you think you are at presentations, there are proven practices and techniques that the pros use to close their prospects - practices and techniques that Dr Sanjay will personally cover.

So if you are thinking of bringing your professionalism and skills to the NEXT level, this Family is for you!

Copy and paste what you will be taught, and the results should will follow.
OUR PAST MENTORING FAMILY EVENTS
Our Mission: To Raise The Standards of Financial Service Industry
More Than 20,000 Advisors Has Attended Our Previous 40+ Meet Up!
During our recent event, final sprint 2019, we even had more than 3000 advisors attending from all over Asia! The Mentoring Family is growing every day!

Listen To Others Who Have BENEFITED!

How Effective Are Dr. Sanjay's Strategies?

"I attended Last Year Event And I 3X My Commissions" 

I've attended Final Sprint 2019 and It is one of the best investment I've made. Directly after the event, I started applying what was taught and to my surprise, I manage to 3x my commissions from 2018. This year, I'm definitely attending this event.
Winston, Financial Planner

"I am bringing my whole team with me for sure!... My Team Production 2x"

As a leader, I find it difficult to motivate my guys to do their sales. So one of my friends (who is an agency leader) suggested me to bring my team to attend Dr Sanjay's Event. I was skeptical initially but I went ahead and brought 30 of my members to Dr Sanjay event. And in about 3 months after attending Dr Sanjay Event, my team production 2x. This year I'll be bringing my whole team again for sure.
Jessica , Financial Planner

"I Close 6 Cases in 4 days after applying what I learnt..."

I wanted to quit the industry because I was not doing well for a few years. Then I saw Dr Sanjay's video on Youtube and decided to give it a last try by attending his event. I read his books, attended a few of his events and I'm happy to say my sales 7x from previous year. I realized everything I was taught was wrong from the start. I will defintely attend Final Sprint 2020 to listen to the legend again.
Wen Li, Financial Planner

"See it to believe it... there is a reason why many top advisors are attending Dr Sanjay event"

I know that many top advisors in our industry are learning from Dr Sanjay himself and being curious, I decided to sign up for his session. I realized he is not only humble but down to earth. In the session, he shared practical strategies that I have tested and see results.

I can feel his generosity in sharing and really appreciate his effort.

I've been in the financial planning industry long enough to tell you not everyone is okay with sharing their secrets and Dr Sanjay actually share everything he knows. I'm definitely attending this year end session because I know what he share can definitely help me improve my income and give me more clarity for the last quarter.
Peter, Financial Planner

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