Dear Advisor,
Almost every week, I receive messages that sound the same:
“Dr Sanjay, I have a lot of appointments, but my cases are not closing.”
It reminded me of something I used to feel years ago, that silent frustration of meeting client after client, doing your best, but still ending the month wondering, “What went wrong?”
And that’s when I realised I should have brought back this topic much earlier. The last time I did a live, offline workshop on closing was in 2019. It was called The Closing Strategy Blueprint. More than 3,000 advisors attended that event, and many told me it completely transformed how they approached their business.
Back then, I thought those 3,000 advisors would continue to share what they learned with others, that the industry had already moved forward. But five years later, I’m hearing the same struggles again.
“So let's revisit our basics, a skillset that will change our income - CLOSING!”
The difference between a top advisor and everyone else comes down to one thing: they know how to close.
Not just close more, but close the right way.That’s what Gentle Closing is all about.
You see, today’s clients are no longer uninformed. They can check products, compare quotes, or even ask AI for advice in seconds. But what AI can’t do is make them feel safe making a decision. Only you can do that.
And when you master Gentle Closing, you’ll never need to convince clients again. You’ll guide them naturally, confidently, and with purpose.
What You’ll Learn Inside Gentle Closing 2026:
✅ The Gentle Closing Mindset 2.0™ – How to sell with empathy and lead conversations with calm confidence.
✅ The Updated 2-Meeting Close Framework™ – A structure that helps clients move from curiosity to commitment in just two meetings.
✅ The Closing Decision Tree™ (Advanced Edition) – How to sense exactly when a client is emotionally ready to say yes.
✅ The Human Edge Over AI™ – Build trust that technology can’t replicate.
✅ Upselling With Integrity System™ – Learn how to grow your income by deepening relationships, not by selling more.
“If I did not master GENTLE CLOSING, I will probably be stuck at 1MDRT instead of achieving 327 TOT in 2024… it is not a secret, just that people don’t know it exist ”
For the past two years, I’ve been coaching a small group of top mentees behind the scenes, refining these frameworks quietly. However, after receiving numerous messages from advisors struggling to close cases, I realised it was time to reopen this discussion.
Because here’s the truth: If you don’t learn how to close, you don’t earn. And if you don’t earn, you can’t build the career or the life you’ve been working so hard for.
Gentle Closing 2026 will change the way you see your business forever. Once you experience how natural and structured closing can be, you’ll never go back to chasing clients again.
Who This Is For
✔ Financial advisors and agency leaders are ready to increase their closing ratio
✔ Advisors who want to stay relevant even when clients rely on AI
✔ Professionals who want to finish 2026 stronger, with more confidence and more commissions
If you’ve been doing the work but not seeing the income, Gentle Closing 2026 is the breakthrough you’ve been waiting for.