How To Do A Presentation For Financial Advisor | The Presentation Matrix | Dr Sanjay Tolani
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- เผยแพร่เมื่อ 29 มิ.ย. 2019
- 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.
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🎖 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.
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28 000 Book: bit.ly/2PWHGGg
The Objection Playbook:
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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.
Simply wonderfully...
Im stalking your ways. in a good sense... thanks!
Hi Dr. Tolani. Thanks for this new video. I always get value from your contents. Looking forward to your new videos.
Glad to hear that! Remember to apply them and see if it works for you. Will be sharing more soon, thanks for watching!
Hi, your videos reshaping our mindsets for a better financial advisors. Thx
Thank you for the kind words Saravanan, will be sharing a lot more in the upcoming weeks! 🤩
Thank you Sanjay. Now I know
I hope you like the video!
Great idea for all
Thanks Dear sanjay
Which is your favorite presentation ?
@@SanjayTolani
28000
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Option 1/ Option 2
Hi,
can someone tell me what "TP" stands for among all other presentations?
Thank you so much in advance.
It is the Tree Presentation, you can watch the presentation here: th-cam.com/video/S1C1rAfys3c/w-d-xo.html 💯
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!
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: th-cam.com/video/c9uHs_4ppfQ/w-d-xo.html 🤟🏼
Thanks for the video, Dr Sanjay. May I ask what is "TP"?
Technical Presentation! 💯
so interesting video!!! Your contents so helpful!!! Can you share the Roots & Tree presentation for us to apply?. Tks!
Hey Hoang Trung, thank you for the comment. Yes my team and I are working to put out the video as soon as possible :)
@@SanjayTolani looking forward to seeing your clip soon from Vietnam! Tks so much!
Thanks Dr Sanjay,, but i need to know about tree and root presentation,,,,how is it,,,
Hey Fredrick, I will be sharing the tree and root presentation very soon! It is also covered in the latest Concept Presentation Playbook! =)
@@SanjayTolani Okay Dr Sanjay, thanks your the best and you will always be 🙏
Hello Sir do u have any seminars in India and sir these presentations will work for people in india ?
We are planning one. And yes i have done these presentations in over 53 countries =)
Hi
Great to hear you done 90 mdrt
But how you do it with how many no of people you meet pls tell
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!
Hi Sanjay. Why do advisors sell investment linked policy?
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.
Please send me the book..
Already purchased the book online two weeks ago but yet to receive it.
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!
@@SanjayTolani thank you for your prompt reply. I already emailed and look forward your reply.
I want join
What is the cost
How can i get the book ?
Hey Syed, thank you for the interest! You can avail the book through this promo link: bit.ly/2JdPKAR 🤟🏼
I have entered the giveaway Dr Sanjay!
There is one more..medical card..i dont know why ppl always love medical card
It is in hindi ?
Hi Nand, we only have the english version at the moment =)
@@SanjayTolani give me a copy of this book
What cost ?
PIPAL!!!!