"How to Successfully Prospect Business Owners in the Next 60 Days with Confidence and Professionalism"
"How to Successfully Prospect Business Owners in the Next 60 Days with Confidence and Professionalism"
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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.
Business Owner Prospecting 2024 [ONLINE] Masterclass:
DATE: 29th June 2024
TIME: 7PM (GMT+8 time/Singapore time)
Note: As a Big Case Closer, you will have complimentary access to the session.
Asset Structuring Club members will enjoy the exclusive benefit of purchasing the ticket at a discounted rate. Please check your email for the sign-up link.
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Introducing "Business Owner Prospecting 2024"
An Exclusive Masterclass To Help You Upgrade Your Career Knowledge In 2024
From: Dr Sanjay Tolani
Your Personal Insurance Mentor
21 X MDRT, 2 X COT, 17 X TOT, 1,200 MDRT in 2023.
Dear Advisor,
We all know that business owners are deeply focused on their businesses. They understand their business very well, but they often don’t prioritize insurance.
This is because their primary focus is on sales, maximizing profits, and taking risks to elevate their business. They are inherent risk-takers.
Insurance is often seen as a tool for those who avoid risk. But why should risk-takers invest in insurance?
How do you prospect clients like this? For them, insurance might seem like an unnecessary expense when they could reinvest that money into their business.
That’s why your sales angle and conversation starters are crucial when prospecting these clients, as they are very different from the average person you meet.
Many do not realize it, but the period from June to September is an optimal time to prospect business owners because it is when they often review their mid-year performance and plan for the next phase of growth.
If you can educate them on how insurance can play a role in their 2024 plans, your chances of opening up a 5-10x larger case size are significantly higher.
Having spent the last 23 years in this industry, working with hundreds of business owners, I have developed a set of strategies and a blueprint to teach advisors the step-by-step process to meet business owners, talk to them about insurance, and use insurance as a tool for their businesses.
That is why I’ve decided to organize Business Owner Prospecting 2024, a 3-hour seminar to show you everything I know about prospecting business owners and the updated strategies I use in 2024.
This is the BEST TIME to prepare yourself to start meeting business owners because they typically begin planning and restructuring their businesses during this mid-year period.
Just to be absolutely clear: Business Owner Prospecting 2024 is about equipping you with a UNIQUE skill set and building a strong foundation that every advisor should know at the back of their hand.
If this sounds interesting to you, I would like to invite you to join me and many of my mentees at the Business Owner Prospecting 2024 seminar.
Note: All information shared is for financial advisors ONLY. If you’re not an advisor, please do not join this session.
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Why Should Advisors Join "Business Owner Prospecting 2024"?
Join only if you want access to "compiled" knowledge that save you time...
Like you, I've been in the insurance business for over two decades, constantly adapting my strategies to fit different scenarios and meet the evolving needs of my clients.
Every year, I emphasize to my mentees the importance of focusing on business owners from June to September. This period is ideal for initiating meaningful conversations and securing significant cases, providing a strong momentum for the rest of the year.
Many advisors are curious about how I find and work with business owners. I will be sharing these strategies at the 'Business Owner Prospecting 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 60 days.
"I realized many advisors know a business owner... but they just don't know what to say to them or try way too hard to sell them."
Over the years, I've learned that the key to success lies in understanding your clients deeply and tailoring your approach to resonate with their unique challenges and goals.
Here are some reasons why you should consider attending this live session:
- Advisors who have been in the industry for quite some time and are stagnant in their income - I will show you what some of the top producers are doing differently to prospect and work with business owners.
- Advisors who are stuck with a single product per client - Many advisors only manage to sell their clients one product and end up seeing their clients buying other more expensive products from other advisors. This happens because you might not be using the right concept when you present your products or for upselling. This is a common issue I’ve seen and will cover in the upcoming workshop.
- Advisors who are repeating the same thing over and over again - At some point in my career, I got tired of repeating the same script. I decided to create my own concepts to help clients understand insurance better and to have fresh conversations every time I meet them.
- Advisors who lack a clear plan for entering the business owner space - I'll highlight exactly what you need to do to access a pool of business owner prospects. This mid-year period is crucial for presenting your largest cases. Many of my mentees have achieved significant progress by understanding how to confidently and convincingly present such cases.
What Will You Learn At Business Owner Prospecting 2024?
Let Me Show You What You'll Be Learning During "Business Owner Prospecting 2024!"
Details Of Business Owner Prospecting Masterclass 2024:
How to access the live session?
Business Owner Prospecting Masterclass 2024:
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?
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:
Lastly, You Will Get LIVE ACCESS to Business Owner Prospecting Masterclass 2024 Where I Will Be Sharing The Following:
- Establishing Credibility and Trust with Business Owners - Learn how to position yourself as a credible and trustworthy advisor. Understand the unique financial risks that business owners face and how to provide tailored advice that sets you apart as a knowledgeable professional.
- Starting Effective Conversations with Business Owners - Master the art of engaging business owners with confidence. Discover impactful conversation starters and presentations designed specifically for business owners that are concise and compelling, encouraging them to listen and engage further.
SPECIAL BONUS ONLY FOR BUSINESS OWNER PROSPECTING 2024 TICKET BUYERS!!
SPECIAL BONUS ONLY FOR BUSINESS OWNER PROSPECTING 2024 TICKET BUYERS!!
You Will Receive a White Paper I wrote on Asset Structuring.
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 5 Online Workshop modules
Having spent the last 22 years in this industry, closing multiple giant cases in the financial planning world, 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 this 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 consider myself as quite a new advisor and were never exposed to the HNW Market previously... Now I'm specializing in it. ”
"In this industry, I feel very lost. Because I tried investing a lot of money on courses (>$10,000) to learn about HNW market and everyone teaches very complicated concepts. Even when it comes to estate planning, I'm expected to spend months studying and I don't see how my income will improve after learning it. But after joining BCC, Dr. Sanjay just showed me how a simple idea can be used to open up HNW market. Now I spend more time on meeting clients and opening up cases rather than studying long courses that don't gives me any ROI. Truly appreciate what you share Dr. Sanjay."
Ethan, 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"
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 and down to earth, but he's also sharing his secrets because he wants everyone to grow. In the session, he shared practical strategies that I have tested and seen 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 shares everything he knows and practices. I'm definitely attending this year-end session because I know what he shares can definitely help me improve my income and give me more clarity for the last quarter.
Peter, Financial Planner
"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. There are many courses out there teaching advisors general methods which will bring them in circles. This 3-hour online seminar is meticulously designed for advisors who aim to elevate their service to High Net Worth clients, ensuring you can navigate the sophisticated realm of asset protection, tax efficiency, and legacy planning with ease.
#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 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.
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 excel in Q3.
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 the Business Owner Prospecting Masterclass 2024:
Reason #1: Our past prospecting sessions have always focused on the "mass market."
But this year, our focus is on prospecting strategies specifically for business owners. If my mentees can do it, I'm confident you can do it as well. You'll listen live to what top advisors did correctly last year and what they plan to do this year in 2024.
Reason #2: This is the first time we're offering such a significant discount.
For the past 3 years, we've been selling tickets for sessions on business owner strategies at an average of $197 USD.
This year, we wanted to make it more accessible to advisors who truly want to attend, without worrying about a high ticket price. So we're giving a substantial discount to early buyers.
Reason #3: The Business Owner Prospecting Masterclass 2024 will be held in early June, so you can start Q3 executing these strategies.
I've seen many advisors achieve remarkable results, and if you believe you can leverage the shared experiences, we would be delighted to have you here!
So please ONLY GRAB THIS TICKET if you are committed to attending and participating, or else give the chance to another advisor who is eager to learn, 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 Business Owner Prospecting 2024 Masterclass different from other sessions?
Business Owner Prospecting 2024 is meticulously designed for advisors who aim to elevate their service to business owners, ensuring you can navigate the sophisticated realm of business risk management, financial planning, and growth strategies with ease
Will I Still Get To Listen To Dr. Sanjay Tolani's Business Owner Prospecting 2024 Masterclass Again?
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.
I'm an active ASC/BCC Member, how do I get access to this workshop?
Check your email for the link to join this workshop. As a Big Case Closer, you will have complimentary access to the session. Asset Structuring Club members will enjoy the exclusive benefit of purchasing the ticket at a discounted rate.
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 Business Owner Prospecting 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 quarter 3 of 2024. 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.