How Would You Like Dr Sanjay To Hold You By Your Hand & To Show You How To Close Your FIRST Big Case?

The Big Case Closer Family Is an exclusive coaching program designed and run by Dr Sanjay Tolani Himself. In this program, he share his life work and experiences with his family. Every month, he designeed exclusive topics to coach members in the family.

WHAT HAVE WE DONE IN MAY 2021?
"Risk Management Foundation Session"

WHAT HAVE WE DONE IN MAY 2021?
"Risk Management Foundation Session"

TRAINING: RISK MANAGEMENT FOUNDATION SESSION

Ever wondered how successful advisors are exploring higher levels of financial planning in our industry? 

I’ve personally specialized in Risk Management. Therefore in this 2 Hours session, , I’m going to share with all my BCC family members, my experience and hopefully by the end of the session, they can leverage on my experience and enter into this specialisation faster.

MAY QNA SESSION

I've managed to answer many burning questions, case studies  to help my BCC members be well prepared anytime when they face a client regardless of any situation or circumstance.

FAMILY OFFICE SPECAILIZATION ZOOM SESSION

I had a fruitful 2 hours zoom session with my BCC family whoever decided to choose Risk Management as their specialization route. It was such a fun and knowledgeable session where I had the chance to showcase real-life case studies and role play with everyone on how to open up conversations with their clients.
This session created more opportunities and enhanced knowledge to give them an idea of just how big their business can become. 

WHAT HAVE WE DONE IN APRIL 2021?
"Insurance Sales & Product Mastery"

WHAT HAVE WE DONE IN APRIL 2021?
"Insurance Sales & Product Mastery"

TRAINING: INSURANCE SALES & PRODUCT MASTERY

In the 4 hours monthly session, I'm glad that I managed to provide new ideas to help members gain clarity and help them strengthen their foundation in being a Big Case Closer in 2021.

"A great building is built on a deep foundation. The deeper the foundation, the stronger the building." 

Deepen your knowledge, broaden your horizons & build a sturdy structure of financial planning for your clients!

APRIL QNA SESSION

I've managed to answer many burning questions, case studies  to help my BCC members be well prepared anytime when they face a client regardless of any situation or circumstance.

PROSPECTING MASTERCLASS LIVE SESSION

In this session, I focused on helping financial advisors gain clarity on your prospecting strategies. I wanted to try something new by focusing  highly on alteration and adaption of strategies i.e. the exact changes that can made in the next 3 months to their current prospecting strategies thereby opening up more cases.

During this session we covered on the prospecting follow up framework, Dr Sanjay's updated prospecting strategies after spending 12 months at home and Q2 preparation.

WHAT HAVE WE DONE IN MARCH 2021?
"Family Office Specialization"

WHAT HAVE WE DONE IN MARCH 2021?
"Family Office Specialization"

TRAINING: FAMILY OFFICE FOUNDATION SESSION

In the 2 hours session, I'm glad that I managed to share new knowledge and my own personal experience specializing in Family Office Management with my BCC members. This was a very special session to help all BCC members understand every step they need to take moving forward in closing bigger cases.

In the upcoming months, I will be having a more in-depth session on Family Office with my BCC members who have chosen this specialization route. By the end of these sessions, I hope they can leverage my experience and enter into this specialisation faster.

FAMILY OFFICE SPECAILIZATION ZOOM SESSION

I had a fruitful 2 hours zoom session with my BCC family whoever decided to choose Family Office as their specialization route. It was such a fun and knowledgeable session where I had the chance to showcase real-life case studies and role play with everyone on how to open up conversations with their clients. 

This session created more opportunities and enhanced knowledge to give them an idea of just how big their business can become. 

MARCH QNA SESSION

I've managed to answer many burning questions, case studies as well as the Family Office specialization courses for 2021 .

WHAT HAVE WE DONE IN FEBRUARY 2021?
"Big Case Closer Mastery 2021"

WHAT HAVE WE DONE IN FEBRUARY 2021?
"Big Case Closer Mastery 2021"

TRAINING: BIG CASE CLOSER MASTERY SESSION

In the 4 hours monthly session, I'm glad that I managed to provide new ideas to help members gain clarity and help them find their purpose of being a Big Case Closer in 2021. 

This was a very special session designed to teach members and help them understand big case closing concepts. During this session, we covered the 7 Big Case Closing Advice, The Big Case Closer Framework, Some Common Large Cases Concepts as well as a game plan for the next 11 months.

EXCLUSIVE BCC AWARD WINNER SESSION

Seeing is believing. The Big Case Closer award is created only for our BCC members in the program to help them stay motivated and on track to closing bigger cases.

When you successfully achieve this award, it means you're now ready to learn EVEN HIGHER level of financial planning skills.

FEBRUARY QNA SESSION

We spend time looking at what could have been the right action steps to prepare for opening up big cases and have a strong 2021 start.

I've also managed to answer many burning questions and introduced the specialization courses for 2021 .

WHAT HAVE WE DONE IN JANUARY 2021?
"Big Case Closer Prospecting 2021"

WHAT HAVE WE DONE IN JANUARY 2021?
"Big Case Closer Prospecting 2021"

TRAINING: HOW TO OPEN UP BIGGER CASES USING DIFFERENT PROSPECTING METHODS 

In the 2 hours monthly session, I'm glad that I manage to provide new ideas to help members gain clarity on their prospecting process.

What I realized across the years is that many advisors were not able to identify their niche market and end up getting stagnated in the process. That's why in January, the focus is to help members to find out exactly who do they want to serve in this career and how they could leverage on their target market to open up their first big case.

CONGRATULATE OUR BIG CASE CLOSER BATCH 2 AWARD WINNERS

Seeing is believing. The Big Case Closer award is created only for our BCC members in the program to help them stay motivated and on track to closing bigger cases.

When you successfully achieve this award, it means you're now ready to learn EVEN HIGHER level of financial planning skills.

JANUARY QNA SESSION

We spend time looking at what could have been the right action steps to prepare for Q1 and have a strong 2021 start

I've also managed to answer many burning questions and introduced the specialization courses for 2021 .

WHAT HAVE WE DONE IN DECEMBER 2020?
"Preparing For 2021"

WHAT HAVE WE DONE IN DECEMBER 2020?
"Preparing For 2021"

TRAINING: HOW TO PREPARE FOR YEAR 2021

In this month’s training, we spent time on how to prepare and have a strong start for year 2021 with our members.
Dr Sanjay also spend 1 hour covering on the important things and examples to give ideas to our BCC members who are having a tough time in the last month of the year

REVIEW SESSIONS
(1 Year Members)

It has been 1 Year since BCC has official launched, what a milestone for the BCC community. This also reminded us that a review session is required to understand what progress of each member in closing BIG CASES.

These review sessions are conducted for Dr. Sanjay to personally interact with each of the long term members on their individual progress, so they have a clearer direction before before they close their year in 2020.

DECEMBER QNA SESSION

We spend time looking at what could have been the right action steps for final sprint and the action each member should be taking to have a strong 2021 start of the year.

I've also managed to answer many burning questions and introduced the specialization courses for 2021 .

WHAT HAVE WE DONE IN NOVEMBER 2020?
"Running Final Sprint Together With The Big Case Closer Family"

WHAT HAVE WE DONE IN NOVEMBER 2020?
"Running Final Sprint Together With The Big Case Closer Family"

TRAINING: BIG CASE CLOSER CASE STUDIES

In this month’s training, we spent time on discovering different Big Case Closer studies with our members.
Dr Sanjay also spend 1 hour covering on the important things and examples to give ideas to our BCC members who are having a tough time during their final sprint run.

COACHING SESSIONS FOR SOME BCC MEMBERS

Dr Sanjay invested time meeting the BCC members who are struggling so far since they joined the program. He wanted to help these members identify their problem and see if there is ready made solution to help them in this career.

NOVEMBER QNA SESSION

We spend time looking at what could have been the right action steps for final sprint and the action each member should be taking to ensuring their sales in on track.

I've also managed to answer many burning questions regarding big cases.

WHAT HAVE WE DONE IN OCTOBER 2020?
"Last Sprint - Giving The Final Push To 2020"

WHAT HAVE WE DONE IN OCTOBER 2020?
"Last Sprint - Giving The Final Push To 2020"

EXCLUSIVE ZOOM COACHING FOR BCC 

While the program does not comes with group zoom coaching, Dr Sanjay wanted to go the extra mile and organized zoom call with BCC members to help them gain clarity for Q4.

In fact, he organized 10 group sessions in month of October despite of his busy schedule.   

BCC AWARD

Dr Sanjay wanted to challenge every member in the family to create a "breakthrough" and have decided to launch
THE OFFICIAL BIG CASE CLOSER AWARD .
This award is for advisors who manage to clear their MDRT with one case.
Dr Sanjay believes that every BCC member who does well ought to be recognized and celebrated and when you get this award.
When you successful achieve this award, it means you're now ready to learn EVEN HIGHER level of financial planning skills.
Remember, this award does not represent the end of your journey, but the official kick start of your ULTRA big case closing journey.

FINAL SPRINT 2020 (3 DAY)

Dr Sanjay organized a special Private Final Sprint session for BCC members only to coach them on what to do in Q4 and answer burning questions they have.

Also, he invited BCC members to a 2 day Sanjay Mentoring Family Final Sprint event for FREE. He even invited friends of BCC members so that they can invite their team members who they truly care about to learn together. 
 

WHAT HAVE WE DONE IN SEPTEMEBR 2020?
"Insurance Underwriting - Secrets Reveal"

WHAT HAVE WE DONE IN SEPTEMBER 2020?
"Insurance Underwriting - Secrets Reveal"

Q & A - CASE CLOSING 

In this month Q&A, Dr Sanjay assisted BCC members who have problems trying to close their existing clients.

He provided his opinion on how he will handle tough objections and shared his newest presentations that has been working for him.

He also advice the members on what type of products and clients they should be ultra focus on in Q4.

BIG CASE CLOSING SUPPORT

Dr Sanjay invested time this month helping the top BCC members who are stuck with their big cases. 

He helped them analyze their cases and provide them feedback and steps on how they can go about working on larger cases. 

As a results, many of them end up securing big cases and hit their year end target even before Q4 starts. 


TRAINING: UNDERWRITING FOR TOP ADVISORS

95% of advisors in the market are not taught on underwriting and how to deal with underwriters. In this session, Dr Sanjay walk through his experiences on underwriting and his framework of writing a good profile for this clients. 

He even highlight a list of dos and don't so BCC members now have an added advantage when it comes to underwriting.

WHAT HAVE WE DONE IN AUGUST 2020?
"Estate Planning Part 3 (Need Vs Wants)"

WHAT HAVE WE DONE IN AUGUST 2020?
"Estate Planning Part 3 (Need Vs Wants)"

ESTATE PLANNING Q&A 

Dr Sanjay run through Multiple case studies on estate planning and members who are new to estate planning see how Dr Sanjay handles estate planning cases of existing members.

Many of the BCC memebrs manage to open up new estate planning cases and have a better understanding of how estate planning works.


COACHING SESSIONS FOR SOME BCC MEMBERS

Dr Sanjay invested time meeting some of the members who are struggling so far since they joined the program. He wanted to help these members identify their problem and see if there is ready made solution to help them in this career.

TRAINING: ESTATE PLANNING 2.0 Part 3 (Need Vs Wants)

In this month’s training, we spent time on discovering what methods BCC members can use to get rich prospect in their network to explore on estate planning. 

Dr Sanjay also spend 1 hour covering on the important things they should be doing in August so that they are ready to Sprint in Q4 when it started. 

WHAT HAVE WE DONE IN JULY 2020?
"Estate Planning In Life Insurance"

WHAT HAVE WE DONE IN JULY 2020?
"Estate Planning In Life Insurance"

TRAINING: ESTATE PLANNING (PRESENTING ESTATE PLANNING)

After learning the in and outs of Estate Planning in the previous training, the BCC community had another session the following week to discuss:

1. How to PRESENT Estate Planning
2. Simplifying Estate Planning for your clients

The objective is to understand the process of Estate Planning and how they can do it for clients EFFECTIVELY.


REVIEW SESSIONS
(6 Months Members)

It has been 6 MONTHS since BCC has official launched, what a milestone for the BCC community. This also reminded us that a review session is required to understand what progress we have made as a community to help advisors close BIG CASES.

These review sessions are conducted for Dr. Sanjay to  personally interact with each of the long term members on their individual progress, so they have a clearer direction before entering Q3 and Q4 of 2020.

TRAINING: ESTATE PLANNING (THE SECRET OF THE SUPER RICH)

In this month’s training, we have spent time on discussing the conversations we should be having when doing Estate Planning for the RICH.

We have also covered each type of Estate which falls under the Estate Planning Pyramid because Estate Planning is NOT a one time solution, it is a process which involves multiple aspects that can help you close some of the biggest cases.

WHAT HAVE WE DONE IN JUNE 2020?
"Restrategize + Kickstart Premium Finance In Life Insurance"

WHAT HAVE WE DONE IN JUNE 2020?
"Restrategize + Kickstart Premium Finance In Life Insurance"

QNA COACHING
[2 HOURS]

We spent a good 2 hours of our time looking at what we have accomplished for the past 6 months, a great review to know if we are going in the right direction.

I've also managed to answer a handful of insurance, sales, finance etc related questions which could lead to closing bigger cases.


RESTRATEGIZE 2020
[2 SESSIONS]

This session was a good recap for all BCC members to help them re-evaluate their system and processes in their sales approach. It helped them to generate some new ideas which can be integrated in their sales in the next few months.

- Traditional VS New Method
- My personal strategies for the upcoming months
- Adjusting and refining your 
- Mastermind session + QnA


TRAINING: PREMIUM FINANCE IN LIFE INSURANCE

In this month’s training, we have discussed on Premium Financing Life Insurance and how to apply it in our sales.

This topic is extremely complicated which can't be done in only 1 session hence I will be breaking into small lessons with the BCC members across the months. What I have been practicing for decades will be summarized and shared throughout the lessons.

WHAT HAVE WE DONE IN MAY 2020?
"How To Fully Take Control Of Our Sales"

WHAT HAVE WE DONE IN MAY 2020?
"How To Fully Take Control Of Our Sales"

QNA COACHING
EXECUTION VS MINDSET

We spend time looking at what could have been the right action steps for June and the action each member should be taking to ensuring their sales in on track.

I've also managed to answer many burning questions regarding big cases.


NEW ADVISOR VS OLD ADVISOR ROLEPLAY

We've invited one of the BCC member from Hong Kong who is doing well using Dr. Sanjay's presentations.

 The whole session we focused what new advisors should do in order to take control of their sales and start closing big cases

TRAINING: HOW TO TAKE CONTROL OF YOUR SALES

In this session we discussed about the 6 main elements in the process of closing bigger cases. 

Thanks to the help of my team they also put together a PDF booklet which breaks down all my sharing into multiple parts with steps and scripts included.

WHAT HAVE WE DONE IN APRIL 2020?
" Digital Transformation - Bringing Everyone Online"

WHAT HAVE WE DONE IN APRIL 2020?
" Digital Transformation - Bringing Everyone Online"

LAUNCH OF BATCH #1 WEBSITE

This is a special project initiated by Dr Sanjay to help all BCC members during this period of time. 

Along with this website we provide the BCC members with graphics and marketing documents they can use directly. 

SOCIAL MEDIA BRANDING CLASS

We've invited practitioner(with 200k+ follower) who are doing well on social media in the BCC family to share their strategies.

 I've also shared my learning on social media with everyone and clarify that social media is a not a necessity.

MASTERMIND WITH DR SANJAY

We jump on a group coaching call to get everyone clear with their goals and direction for April. I updated my newest strategies with the family and share with them what is working and what is not working.

We even covered advance questions that the family has on business insurance and universal life insurance.

MARKETING SUPPORT FOR BCC MEMBERS

I realized during this period of time, many of the members are struggling to move online and they needed to adapt to it.

This is why I've channeled my own marketing team to assist them. I even invited some of the members to share about social media prospecting and branding. My purpose is to show them real tested and proven methods they can immediately apply.

DIGITAL TRANSFORMATION

I realized our members needed to start building their online presence and if they were to invest in a marketing team to help them, it would cost at least US$5K and above. 

So I decided to engage a group of talented digital marketers to craft out a marketing strategy for the whole big case closer family. 

This includes helping them with:
1) Search engine optimisation
2) Branding
3) Graphic Design 
4) Establising Online Credibility/

Overall I invested close to a US$100K on this project.

TRAINING: HOW TO FIND RICH CLIENTS IN TOUGH ECONOMY

In april, we spoke about with changing situation like the covid 19, economy turning bad and lockdown, what can the members do?

We spoke about hidden opportunities and how you can tap on it during this period of time. 

I answer any burning questions the members have and in my own capacity, I try to guide them through. We even spoke about how selling online will be different.

We ended off with an action plan that everyone should take.

WHAT HAVE WE DONE IN MARCH 2020?
" Coping With 
Covid-19?"

WHAT HAVE WE DONE IN MARCH 2020?
" Coping With Covid-19?"

HOW TO DEAL WITH LOCKDOWN SITUATION? 

I conducted a special trainining with members on what they can do to reach out to prospect during this tough period. I even show them my presentations, strategies and products type offering in this period of time. 

I know many members are lost in this period, so I decided to write them action steps to be taken and guide them to success.

PERSONALIZED FINANCIAL PLANNING BOOK

I realized many advisers has been trying to explore book writing for personal branding.
What happens is they work with publishers which charge them 5-6 figure and end up the book actually doesn't bring them any "substantial" increase in sales.
I don't want that to happen to you, but I want to give them the same "POWER" book branding does. 
That is why we personalized the E-Book cover for everyone to establish their branding.

I invested roughly around US$20K for this project to be possible.

KEYMEN INSURANCE EXCLUSIVE COACHING

In our march online training,I covered on keymen insurance so members with business owner in their network knows how to present it. 

This is something advance that I have never shared to the outside world. Many people try to find out my strategies but I've never shared it. 

Our topics are decided on a monthly basis because I customized it to make it relevant for most members. For members who require more advance strategy, I will usually call them and let them know. 

WHAT HAVE WE DONE IN FEB 2020?
" The Journey To Hone Your Craft!"

WHAT HAVE WE DONE IN FEB 2020?
" The Journey To Hone Your Craft!"

MEET UP WITH BCC INDIA MEMBERS

On Feb 26th, I met up with members from India. It was the period where covid-19 started and I was preparing every members for the challenge ahead.

We spoke about the india market and how they can go about creating their "USP" in the market. I'm surprised to see many top advisors in India joining this program too.

TRANSITION TO ONLINE MEET UP

Due to Covid-19, I realised it might be physically impossible to meet up with every single member. So we created an exclusive Facebook group where I go online frequently to answer BCC members questions and share with them what I'm doing. 

HOW TO GET RICHER CLIENTS

In our Feb Training, I covered step by step on how to get richer clients. 

I covered the different type of presentations I use with HNW and how to go about striking a conversation with them.

We even organised challenges to get our members motivated to meet more prospects. 

WHAT HAVE WE DONE IN JAN 2020?
" Getting To Know Everyone & Sharing My 17 Years Of Experiences"

WHAT HAVE WE DONE IN JAN 2020?
" Getting To Know Everyone & Sharing My 17 Years Of Experiences"

MEET UP WITH BCC SINGAPORE

On 11th Jan, I flew to Singapore on my own expense to catch up with the members in Singapore. We shared more about Singapore specific strategies and what is holding them back from that "bigger goal"

MEET UP WITH BCC MALAYSIA

on 5th Jan, I catch up with our members in Malaysia personally to better understand their concerns and help them craft out a more customized strategies.

HIGH NETWORTH FOUNDATION TRAINING

I recorded a series of videos sharing with the members how can they deal with high net worth clients. Basically I concise my 17 years of experience in to short clips where member can digest and apply immediately

WHAT HAVE WE DONE IN DEC 2019?
" Our Family Journey Has Kick Started..."

WHAT HAVE WE DONE IN DEC 2019?
" Our Family Journey Has Kick Started..."

OUR BCC JOURNEY STARTED

On December 23rd, we officially kick started the big case closer program. The initial intention was to create a online course where I will be able to share my knowledge with members via our exclusive online portal. 

FULL HOUSE ON DAY 3

Unlike other programs, this program was designed for me to train advisors who are able to close big cases. We were able to recruit our firs 50 members on day 3 and we had to closed the enrolment. 

SALES FOUNDATION TRAINING

For everyone that enter the program, I needed them to attend a foundation training that brush up their sales basics and product knowledge. Remember, you can't be the best over night. You need to keep working on your foundation to make it. 

Big Case Closer 2020 All Rights Reserved