Тёмный

How To Do A Presentation For Financial Advisor | The Presentation Matrix | Dr Sanjay Tolani 

Dr. Sanjay Tolani
Подписаться 116 тыс.
Просмотров 202 тыс.
50% 1

ATTENTION FINANCIAL ADVISOR WHO STILL DO NOT HAVE A WINNING PRESENTATION...
Concept Presentation Playbook: bit.ly/2JdPKAR
How would you like if i show you the EXACT presentation matrix that has help me achieved 90 MDRT last year? This is a matrix that I've use to find winning presentations for the last 17 years.
In the past 17 years, I have done over 100 of financial planning presentations and realised that there is no 1 winning presentation that can be use on all clients...
Imagine you have the ability to know exactly which presentation to be use for which type of clients, wouldn't this increase your closing ratio?
Each presentation has a different pain point. Each presentation has a different type of client that you can work with and each presentation makes you STRONGER.
So make your own Presentation Matrix and fully understand which presentation you have to master for specific clients, this will definitely bring you to a new level.
⭐️ Follow Dr. Sanjay Tolani ⭐️
Facebook - / sanjay.financialadvisor
Instagram - / srtolani
LinkedIn - / sanjaytolani
🎖 Who is Dr Sanjay Tolani? 🎖
Dr. Sanjay Tolani, became the “youngest member” at the age of 19 and the “youngest life member” at the Age of 28 to the Million Dollar Round Table (MDRT). He also has 13 Top of the Table Qualifications (TOT), which is considered the pinnacle of the financial services profession. To top things off, he is also the youngest Managing Director of an insurance brokerage in the Middle East.
📕 Get A Copy Of Dr. Sanjay’s Tolani Book 📕
28 000 Book: bit.ly/2PWHGGg
The Objection Playbook:
The Perfect Mindset Playbook: bit.ly/2IdZB8K
The Closing Playbook: bit.ly/2CtWud8
Dr Sanjay’s Book Bundle: bit.ly/2XiGp13

Опубликовано:

 

29 июн 2019

Поделиться:

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист
Посмотреть позже
Комментарии : 45   
@pisisigbooofficial
@pisisigbooofficial 4 года назад
You are right, not everyone will share their ideas with you in this industry. I am so new to this industry. There is an advisor in my office who qualified for MDRT in 2019 but he won't share his strategies with you at all. When you ask him for ideas, he will just say 'it's hard work and determination." But I believe what you are doing is great! I was able to close a two cases last week when I applied your 28k strategy. Thank you for helping me. God bless you. Please keep helping us. I have a dream of meeting you one day.
@ravinderswami4926
@ravinderswami4926 2 года назад
Simply wonderfully...
@riversamadeus1186
@riversamadeus1186 4 года назад
Im stalking your ways. in a good sense... thanks!
@nickgarter7389
@nickgarter7389 5 лет назад
Hi Dr. Tolani. Thanks for this new video. I always get value from your contents. Looking forward to your new videos.
@SanjayTolani
@SanjayTolani 5 лет назад
Glad to hear that! Remember to apply them and see if it works for you. Will be sharing more soon, thanks for watching!
@saravananmanickam6923
@saravananmanickam6923 4 года назад
Hi, your videos reshaping our mindsets for a better financial advisors. Thx
@SanjayTolani
@SanjayTolani 4 года назад
Thank you for the kind words Saravanan, will be sharing a lot more in the upcoming weeks! 🤩
@aldouscoroza
@aldouscoroza 5 лет назад
Thank you Sanjay. Now I know
@SanjayTolani
@SanjayTolani 5 лет назад
I hope you like the video!
@ebirforms803
@ebirforms803 5 лет назад
Hi, can someone tell me what "TP" stands for among all other presentations? Thank you so much in advance.
@SanjayTolani
@SanjayTolani 4 года назад
It is the Tree Presentation, you can watch the presentation here: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-S1C1rAfys3c.html 💯
@LM-rg9lj
@LM-rg9lj 10 дней назад
Dr what about disability and dreaded disease...which are event likely to happen during our career journey..
@tanveerfaridi5715
@tanveerfaridi5715 5 лет назад
Great idea for all Thanks Dear sanjay
@SanjayTolani
@SanjayTolani 5 лет назад
Which is your favorite presentation ?
@tanveerfaridi5715
@tanveerfaridi5715 5 лет назад
@@SanjayTolani 28000 & Option 1/ Option 2
@limkaixian8064
@limkaixian8064 5 лет назад
Thanks for the video, Dr Sanjay. May I ask what is "TP"?
@SanjayTolani
@SanjayTolani 5 лет назад
Technical Presentation! 💯
@umeshsam9877
@umeshsam9877 5 лет назад
Hi Dr. Tolani.. Absolutely Amazing content!!! Helps to strategize our approach and be a lot more effective. if you can share, l'd like to know how you make an appointment over the phone and it's do's and dont's? I'm fairly new to the field that is why. Thanks!
@SanjayTolani
@SanjayTolani 5 лет назад
Thanks for the comment Umesh, glad the videos are helpful! To answer your question, I have covered this in another video, you can watch it here: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-c9uHs_4ppfQ.html 🤟🏼
@FredrickClaudInsurer
@FredrickClaudInsurer 5 лет назад
Thanks Dr Sanjay,, but i need to know about tree and root presentation,,,,how is it,,,
@SanjayTolani
@SanjayTolani 5 лет назад
Hey Fredrick, I will be sharing the tree and root presentation very soon! It is also covered in the latest Concept Presentation Playbook! =)
@FredrickClaudInsurer
@FredrickClaudInsurer 5 лет назад
@@SanjayTolani Okay Dr Sanjay, thanks your the best and you will always be 🙏
@towntravell
@towntravell 5 лет назад
Hello Sir do u have any seminars in India and sir these presentations will work for people in india ?
@SanjayTolani
@SanjayTolani 5 лет назад
We are planning one. And yes i have done these presentations in over 53 countries =)
@baohiemsuhoanghieu7684
@baohiemsuhoanghieu7684 5 лет назад
so interesting video!!! Your contents so helpful!!! Can you share the Roots & Tree presentation for us to apply?. Tks!
@SanjayTolani
@SanjayTolani 5 лет назад
Hey Hoang Trung, thank you for the comment. Yes my team and I are working to put out the video as soon as possible :)
@baohiemsuhoanghieu7684
@baohiemsuhoanghieu7684 5 лет назад
@@SanjayTolani looking forward to seeing your clip soon from Vietnam! Tks so much!
@poohhui6983
@poohhui6983 4 года назад
Hi Sanjay. Why do advisors sell investment linked policy?
@SanjayTolani
@SanjayTolani 4 года назад
Really depends on advisor's personal advice and preferences . ILP are a combination of guaranteed and variable. I personally prefer more traditional products that are towards guarantee.
@raymietjy
@raymietjy 5 лет назад
Already purchased the book online two weeks ago but yet to receive it.
@SanjayTolani
@SanjayTolani 5 лет назад
Hi Raymie, could you send me an email to me@sanjaytolani.com so we can check the status of the parcel for you right away. Thank you for your patience!
@raymietjy
@raymietjy 5 лет назад
@@SanjayTolani thank you for your prompt reply. I already emailed and look forward your reply.
@maxinegordon3577
@maxinegordon3577 3 года назад
Please send me the book..
@ramsinghyadav7884
@ramsinghyadav7884 Год назад
I want join
@Ismail-md
@Ismail-md 4 года назад
What is the cost
@santoshshelke8470
@santoshshelke8470 5 лет назад
Hi Great to hear you done 90 mdrt But how you do it with how many no of people you meet pls tell
@SanjayTolani
@SanjayTolani 5 лет назад
Hi Santosh, thanks for the interesting comment. I started off just like any advisors, I focus on meeting 4 clients a day while working on my presentation, objection handling and other skills. From there I grew my client base and I started focusing on recommendations!
@leepinghan4994
@leepinghan4994 3 года назад
I have entered the giveaway Dr Sanjay!
@harysonenterprise200
@harysonenterprise200 5 лет назад
How can i get the book ?
@SanjayTolani
@SanjayTolani 5 лет назад
Hey Syed, thank you for the interest! You can avail the book through this promo link: bit.ly/2JdPKAR 🤟🏼
@arieljudegarcia
@arieljudegarcia 5 лет назад
PIPAL!!!!
@nandkishoresharma1713
@nandkishoresharma1713 5 лет назад
It is in hindi ?
@SanjayTolani
@SanjayTolani 5 лет назад
Hi Nand, we only have the english version at the moment =)
@nandkishoresharma1713
@nandkishoresharma1713 5 лет назад
@@SanjayTolani give me a copy of this book What cost ?
@muhamadfirdaus9237
@muhamadfirdaus9237 3 года назад
There is one more..medical card..i dont know why ppl always love medical card
Далее
DEFINITELY NOT HAPPENING ON MY WATCH! 😒
00:12
Просмотров 9 млн