"50 Effective Ways to Prospect & Open Up Conversations With High Net Worth Clients In The Next 90 Days Of 2024"
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02Hours29Minutes57Seconds
Remember: All strategies shared are tested and proven. These are not just theories.
Remember: All strategies shared are tested and proven. These are not just theories.
50 Prospecting Concepts [ONLINE] Masterclass:
Note: For Big Case Closer and Asset Structuring Club members, You'll Get Access To This Masterclass. Check Your Email for Sign Up Link.
Or Join ASC & Get Access To Full Plan In 2024:
Introducing 50 HNW Prospecting Concept Masterclass 2024 - Online
An Exclusive Masterclass To Help You Open Up NEW HNW Market In 2024
From: Dr Sanjay Tolani
Your Personal Insurance Mentor
21 X MDRT, 2 X COT, 17 X TOT, 1,200 MDRT in 2023.
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Who Should Advisors Join 50 HNW Prospecting Concept Masterclass 2024?
Do You Know Feb & March is the best month to speak to HNW Clients?
Like you, I've been in the insurance business for over two decades, constantly adapting my strategies to fit different scenarios.
Every year, I emphasize to my mentees the importance of focusing on high-net-worth (HNW) cases in the first quarter. It's the best time to land big cases, providing a significant confidence boost for the rest of the year.
Many advisors are curious about how I find and work with these HNW clients. I will be sharing these strategies at the '50 HNW Prospecting Concepts 2024 Masterclass.' If you're looking to significantly grow your business this year, this is a session you don't want to miss. The strategies discussed can be applied immediately, within the next 90 days.
"I realized many advisors know a rich person... but they just don't know what to say to them or trying way to hard to sell them."
Here are some reasons why you should consider coming for this live session:
❤ Advisors who has been in the industry for quite some time and are stagnant in their income ever since - I will show you what some of the top producers are doing differently to prospect and work with wealthy clients.
❤ Advisors who are stuck with a single product per client - This might sound weird to you but many advisors only manage to sell their clients "1" Product and end up seeing their clients buying other more "expensive" products from other advisors. Why? that's because you're either not using the right concept at the start when you present your products or you're not using the right concepts for upselling. This is a VERY common problem I've seen and I want to cover this in the upcoming workshop.
❤ Advisors who are repeating the same thing over and over again - I'm not sure about you, but at some point in my career I got so tired of repeating the same "script" that I decided to create my own concepts not only help my clients understand insurance better but also help me to have new conversations so that I can feel fresh every time I meet my clients.
❤ Advisors who lack a clear plan for entering the high-net-worth (HNW) space - I'll highlight exactly what you need to do to access a pool of HNW prospects. The first quarter is crucial for presenting your largest cases. Many of my mentees have achieved 50% of their annual production in just the first two months by understanding how to confidently and convincingly present such large cases.
What Will You Learn In 50 HNW Prospecting Concepts?
Let Me Show You What You'll Be Learning During "50 HNW Prospecting Concepts Live!"
Last year we had thousands of advisors who have accessed and watched the HNW Prospecting session and they absolutely LOVED it!
They love the strategies shared, the clarity they get and most importantly the results they harness after attending this session. In fact, my inbox was flooded with advisors telling me how they have started working with HNW clients by applying the strategies shared.
This is why I decided to organize HNW Prospecting Concepts this year due to popular DEMAND and for those who really wants to put in the work to learn. If you're wondering what to expect this year, the following graphics will summarize what we will be sharing.
In our "50 HNW Prospecting Concepts 2024" event, we will leverage the evolving dynamics of the high-net-worth (HNW) market to introduce new approaches for the first quarter of 2024. This quarter is pivotal for setting the tone of your year.
We’ll dive into practical strategies tailored for financial advisors who aspire to excel in the HNW space. I will be revealing the Updated 2024 Quarter 1 prospecting secrets, specifically designed for targeting HNW clients. You'll learn about the high level prospecting cycle that's crucial for your success in the first 90 days of 2024.
I will also unveil HNW Prospecting Shortcuts that have been rigorously tested and proven. These strategies are ready for you to implement and see tangible results. We’ll then dive into how these shortcuts vary across different type of HNW clients such as business owners, c-suites and many more.. Whether you’re a newcomer or an experienced advisor, you’ll find a strategy that resonates with your practice.
I also want to highlight the importance of our 2024 HNW Policy Review ideas, which will be instrumental in Q1. Implementing these ideas could potentially boost your sales by at least 10%!
If you’re familiar with my approach, you know I believe in the power of evidence. That’s why I have invited members from my Mentoring Family, the top 1% of advisors who have shown remarkable success in the HNW space. They will share their first-hand experiences and effective strategies for Q1 2024.
These elite advisors will disclose their in-depth Quarter 1 Strategies and the unique prospecting ideas they’ve tailored for exceptional performance in 2024.
"For the FIRST TIME EVER, these elite advisors will disclose their in-depth Quarter 1 Strategies and the unique prospecting ideas they’ve tailored for exceptional performance in 2024."
The video below will show you a "preview" on how HNW conversations & prospecting will look like:
These elite advisors will disclose their in-depth Quarter 1 Strategies and the unique prospecting ideas they’ve tailored for exceptional performance in 2024.
Expect to hear innovative and diverse strategies from various countries and target markets. I’m confident that you will discover a method that perfectly aligns with your clientele.
We will then focus on the top 5 recent common objections specifically related to HNW clients (beyond what’s covered in the books) for Quarter 1 this year. I’ll provide you with the exact framework I use to navigate these objections and demonstrate how you can transform these challenges into successful sales, all while maintaining a respectful and professional approach.
To conclude, our "50 HNW Prospecting Concepts 2024" session will wrap up with a comprehensive 90-day action plan. I will guide you step-by-step, ensuring you implement these strategies effectively in the first quarter of 2024 to achieve remarkable results.
Details Of 50 HNW Prospecting Concepts Masterclass 2024:
How to access the live session?
50 HNW Prospecting Concepts Masterclass 2024:
Note: We have never open the Final Sprint recording for past years but due to this year's high request, we will be doing a ONE TIME OFFER for advisors who really want to watch the session. (Offer only lasts for 48 HOURS)
HOW DOES THE SESSION WORKS?
STEP 1:
Register For The Session
Click on the button to register on the next page. You may choose your ticket option and proceed with the payment.
Receive Confirmation Email
Once you have purchased, you will receive a confirmation email with details on how to join the session.
Attend The Session On Time
We will be sending you the access to join and watch the live sesion.
What Will You Receive When You Sign Up?
Here's a quick overview of what you will receive when you sign up today!
Immediately after you sign up, I will be sending you a 30 minute pre-recorded video that focuses on the problems most advisors face.
Next, I will send you the Big Case Closer Mindset Ebook which covers the following:
- HNW Prospecting Foundations: Discover the strategies top advisors use to attract HNW clients.
- Quick-Engage Blueprint: Turn prospects into clients in just 15 minutes.
- 50 HNW Engagement Methods: Equip yourself with diverse strategies to boost your client base in 2024.
- 2024 HNW Market Trends: Navigate the evolving landscape and build lasting partnerships.
Consider Joining The Asset Structuring Club Instead & Join us on a 12 Month Journey?
For Advisors Who Want To Want To Enter the High Net Worth Market(>10M Networth) in 2024 with "Asset Structuring". Learn How To Position yourself as the "Go-To Finance Expert" and Attract Wealthy Clients.
Once you sign up for ASC, you will get LIVE ACCESS to Tolani Flow® Portal which covers the Asset Structure and 4 Online Workshop modules (Including This 50 HNW Prospecting Masterclass)
Having spent the last 22 years in this industry, closing multiple giant cases in the financial planning Fworld,struggling my way up from 1 MDRT to more than 1,200 MDRT in 2023 , I have invented a set of strategies and blueprint to teach advisors on how to get started on Asset Structuring and EXACTLY what to say (especially in Early 2024) to get High Net Worth excited to invest consistently in insurance.
Everyone talks about HNW, but no one really lays out a step-by-step guide on how to get started. I used to think the same—that I had to start with well-off clients and gradually work my way up to the ultra-rich.
“But I was wrong! In fact, I've seen many of my mentees start with HNW clients right from day one and never look back.”
Now that I've turned 40, I think it's a cool time to share this closely guarded secret. It took me 22 years to crack the code. That's why I thought it'd be cool to set up Asset Structuring Club - an ongoing club designed to teach you everything you need to know to get started in the HNW market.
Imagine being able to confidently advise a client on how to structure their assets to minimize tax implications, or how to legally protect their wealth for future generations. Think of the trust and credibility you'll build, and the doors that will open for you.
My goal is to help you break into a new market in 2024 using "Asset Structure."
Listen To Others Who Have BENEFITED!
I'm going to let other advisors prove to you why you should attend the HNW Prospecting Concepts Masterclass 2024 Live!
"I managed to open up case size that are 5X Larger than 2023..."
"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!"
Mandy, Financial Planner
"I've been using Dr. Sanjay's Ideas and Concepts since 2018 and my sales have been improving by 20% year on year."
I have been a big fan of Dr. Sanjay's concept presentations since I first know about him. Thanks to his teaching, I've changed my sales process and have been applying all his presentations and it has been really working well. I've taught it to new advisors in my team too! Thank you so much Dr. Sanjay!
Sarah, Financial Planner
"See it to believe it... there is a reason why many top advisors are attending Dr. Sanjay's meet-up"
"How Donovan Achieved His 1st MDRT In 2020 Using Concepts"
"How Kaka Implemented New Strategies In 2020 and saw massive results"
"How Diana From Singapore Achieved Her MDRT In Just 1 Case"
"How Benedict Achieved His MDRT In Just 1 Case"
Why Is This Event So Affordable? ... What's Wrong?
In case you’re wondering why I’ve decided to do this event at a huge discount rather than US$997 which my team suggested…There are a few reasons why I'm doing this...
#Reason 1: I believe in giving back - After years of trying to figure out what works and what doesn't in the insurance industry, this would be my BEST way of giving back to the family.
#Reason 2: I want more advisors to join this session & help more advisors who are struggling and lost - I realized many advisors would like to jump into the HNW market. Let me be very blunt, majority of financial adivsors will take a very long time to master HNW prospecting concepts if they are not exposed to the right strategies. There are many courses out there teaching advisors general methods which will bring them in circles. That is why I'm going to show you step by step how I do it in this session. I'll be sharing many tested and proven methods I've used before as a practitioner myself and I will share with you what many of the top advisors are doing right now to see results in 2024.
#Reason 3: I hope our industry gets better - If you have read my books or attended my events, you know I’m not a big fan of sharing “fluffy” strategies. This is why at HNW Prospecting Concepts Masterclass 2024 we will go straight into actionable steps that can affect your sales. I'll also showcase some “CASE STUDIES” to help you gain deeper clarity.
Together, lets make financial planning happier for everyone!
Don't Sign Up If You're NOT Going To Watch The Session!
Here's the “catch”...
This session is useless for you if you take no action. So please don’t register if you're here to listen for fun. Leave the slot for the next advisor because we're limiting the seats.
"I'm not a training company. "
This session is organized with the sole intention of helping advisors who truly care about their career and want to do well in Q1.
So if you're willing to take action to hit your sales target this year, here are 3 MORE reasons why you should come for HNW Prospecting Concepts Masterclass 2024:
Reason #1: Our past Prospecting session has always been focusing on "mass market".
But this year, our focus is prospecting strategies revolving around the HNW market. And if my mentees can do it, I'm pretty sure you can do it as well. You'll listen live to what top advisors have done correctly last year and what they will be doing this year in 2024.
Reason #2: First time we're offering such a huge discount. For the past 3 years, we've been selling tickets on an average of 197USD for sessions on HNW strategies.
This year because of the pandemic and lockdown, we wanted to do something very different, we wanted advisors who really want to attend to come instead of worrying about the high ticket price. So we're giving a huge discount to early buyers.
Reason #3: This HNW Prospecting Concepts Masterclass 2024 will be held in the early of February, so you can start quarter 1 executing these strategies.
I've seen many advisors do miracles and if you believe you can leverage on the family experiences, we will be happy to have you here!
So please ONLY GRAB THIS Ticket if you are going to watch and attend it or else give the chance to the next advisor, ok?
FREQUENTLY ASKED QUESTIONS
Who is Dr. Sanjay Tolani?
Dr. Sanjay Tolani, an 21-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table & 17 Top of the Table honors.
In 2023 alone, Dr. Sanjay has successfully crossed >1200 X MDRT.
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. He also became the Youngest Managing Director of an Insurance Brokerage in the Middle East.
Will Dr. Sanjay's sharing be relevant to us?
Absolutely! This is because even though Dr. Sanjay is based in Dubai, his clients come from 53 countries including many parts of Asia. He is intimately familiar with taxation rules, industry regulations and even behaviors of the locals worldwide.
Why is Dr. Sanjay so generous in sharing his trade secrets? Is there a catch?
For starters, Dr. Sanjay is a solo practitioner. He doesn't manage an agency and has no intention to build one. That's not his focus.
His intent is to pay it forward and raise the standards of the financial service industry. This way, everyone wins! You'll like to also know that this is not for profit.
All the fees collected are used to cover the production cost of the session.
Do I have to download any application for the online coaching?
You won't need to download any application, we will send you the link to join the session.
How effective are these strategies shared?
The strategies share are tested and proven by many members of the mentoring family especially the Big Case Closer members. Lets be honest, there are many new methods you can implement in your business. Dr. Sanjay will be running through all of them with you during the online session.
During the online coaching, you will also have notes to refer too so all the framework he will be sharing in the session you will be able to find it in the PDF notes given before the session.
I realized people are charging thousands of dollars for a session like this, why is the price significantly lower here?
The prices are made affordable because the goal of the mentoring family is to make sure financial planning is made easier for everyone. We wanted to make sure every advisor has that equal opportunity to learn the strategies to hit their target because after all hitting your target means getting more income for yourself and your family.
We also deliberately lowered the price for because this is our way of giving back to the family. However, we are not making it free because we only want motivated and serious advisors to attend this session.
Think about it , the moment you close one decent case using the strategies shared, wouldn’t the price be worth the investment?
How is HNW Prospecting Concepts Masterclass 2024 different from other sessions?
HNW Prospecting Concepts Masterclass 2024 designed with only one purpose, to help you hit your 2023 target and earn the commissions needed to survive and do well in this industry. You will learn only practical strategies that you can apply immediately in quarter 2. Also, you save time and money by listening to these strategies as you have them ready to implement right away.
Will I Still Get To Listen To Dr. Sanjay Tolani After HNW Prospecting Concepts Masterclass 2024?
Not sure. Dr. Sanjay set up Sanjay Mentoring Family to help advisors who are lost in this career. His mission is to make financial planning happier and easier for everyone has been achieved after 5 years of hard work.
From 2024 onwards, Dr. Sanjay will be focusing more of this time on this own sales and the big case closer family. He is not a trainer and doesn't want to be one. He has produced enough material to help new advisors get started.
He might be organizing more meet ups if he has the time, but for now he has no intention.
This is also why HNW Prospecting Concepts Masterclass 2024 is expected to be the largest session for the family by far.
What are the details of this Online Coaching?
In this coaching, you will learn the latest insurance strategies from top agent Dr. Sanjay himself. He will be sharing with you what he has been working on for the past two months to achieve his targets even in tough situations like these.
While Dr. Sanjay frequently gives talks, this is the only time he is willing to share his last sprint strategies for the mentoring family. So if you MISS IT, there is no replay for it.
Unlike a typical seminar, this online coaching requires participants to practice their skills on the spot so Dr. Sanjay can correct them. So get ready to participate actively, because practice makes perfect, doesn’t it?
How will I receive the bonus recording & E-Book?
We will send it to you via email.
How often will this online coaching take place?
This is a one-time session. This might be one of the last few times you get to hear from Dr. Sanjay personally because starting from 2022, Dr. Sanjay will be back to focusing on his insurance business.
So please attend if you are serious about learning.
In the future, the coaching might be carried out by an appointed mentee rather than Dr. Sanjay himself. So grab this chance to interact with him in the session while you can!
To make the learning environment more inclusive, we are limiting the number of seats to the coaching.
Why is the ticket so affordable? Will you upsell me in this seminar?
This is an online coaching session, not a preview where we up-sell you expensive courses after the session.
The price is purposely made affordable so that more family members can benefit from this session.
Can you reserve the seats for me first? I am waiting for my Friend to buy together.
Ticket access are very limited due to the limit of the platform we are using. The seats are on a first come, first serve basis. This is to ensure fairness to the family. Also since this is our last session, the demand will be very high.
Should a new advisor attend this session? Will the content covered be too advanced?
Every advisor should attend High Net Worth Prospecting Concepts 2024 to help them hit their target. This is our yearly largest session where we focus on income & commissions.
✅For those who are new to financial planning, I'll share with you strategies to close more clients in the last quarter of 2022. I've come up with "easy to apply" closing strategies that you can immediately use.
✅For more experienced advisors, I want to show you how you can close a larger case just by working with your existing clients. I also want you to listen to tested and proven strategies what other advisors have been using and apply them to see immediate results.
Can I buy the recording?
This live session will not be recorded. This is because we wanted to keep the strategies exclusive for advisors who make the effort to attend the session.
However, the recording will be made available 24 hours after the session so that if you're in a different time zone you can watch it too.
I'm from the Big Case Closer family, can I attend this session for free?
Yes! All members from bigcasecloser.com will be able to attend this session for free because you are part of Dr. Sanjay exclusive mentorship program. The Big Case Closer relationship manager will be informing you about how to join the session.
I'm from India and I want to attend the session but I don't have a credit card/debit card. What can I do?
Call our India session organizer at +91 99300 60314. They will help you.
I have other questions.
For any inquiries, please write to me@sanjaytolani.com or WhatsApp (+91) 99300 60314 and we will help you out.