How to Prospect for Wealthy Clients When You Don't Know Where to Start.
How to Prospect for Wealthy Clients When You Don't Know Where to Start.
Note: We currently only have 1 Seat left for SG Session and 11 Left for MY session. We apoloigize if you can't get the tickets.
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Remember: All strategies shared are tested and proven. These are not just theories. Dr Sanjay usually only share HNW strategies in his Big Case Closer Session but has decided to make an exception for this event.
Remember: All strategies shared are tested and proven. These are not just theories. Dr Sanjay usually only share HNW strategies in his Big Case Closer Session but has decided to make an exception for this event.
Note: We only have limited seats for our offline meet up. Please do grab them while you can. Once it is all taken up, our price will be back to our usual price.
NOW: SPECIAL 7.7 DISCOUNTED PRICE!
Update: As of 4th July we have sold out 99.5% of all seats. Thank you for the support!
As a ticket purchaser, you certify that all members of your party will follow the safety requirement specified at the FAQ Section at the end of the page. Please understand the health guidelines and entry requirements before you purchase.
Singapore - 14th July 2022
1 X Ticket - US$97 [Save US$900]
3 X Ticket - US$70 Each [Save US$927 each]
5 X Ticket - US$65 Each [Save US$932 each]
10 X Ticket - US$60 Each [Save US$937 each]
Malaysia - 18th, 19th July 2022
1 X Ticket - US$87 [Save US$910]
3 X Ticket - US$65 Each [Save US$933 each]
5 X Ticket - US$60 Each [Save US$937 each]
10 X Ticket - US$50 Each [Save US$947each]
Singapore - 14th July 2022
1 X Ticket - US$97 [Save US$900]
3 X Ticket - US$70 Each [Save US$927 each]
5 X Ticket - US$65 Each [Save US$932 each]
10 X Ticket - US$60 Each [Save US$937 each]
Malaysia - 18th, 19th July 2022
1 X Ticket - US$87 [Save US$910]
3 X Ticket - US$65 Each [Save US$933 each]
5 X Ticket - US$60 Each [Save US$937 each]
10 X Ticket - US$50 Each [Save US$947each]
Note: *All participants entering or attending the event venue must be fully vaccinated.
SESSIONS:
SINGAPORE
Venue: 11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore
Date: 14th July 2022
Time: 1PM - 5PM
MALAYSIA (Petaling Jaya)
Venue: PJ Live Arts @ Jaya One, 72A Jalan Universiti,
46200 Petaling Jaya.
Session 2:
Date: 19th July 2022
Time: 1PM - 5PM
SESSIONS:
SINGAPORE
Venue: 11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore
Date: 14th July 2022
Time: 1PM - 5PM
MALAYSIA (Petaling Jaya)
Venue: PJ Live Arts @ Jaya One, 72A Jalan Universiti, 46200 Petaling Jaya.
SESSION 2:
Date: 19th July 2022
Time: 1PM - 5PM
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Introducing High Networth Prospecting 2022
An Exclusive Masterclass To Help You Open Up NEW HNW Market In 2022
From: Dr Sanjay Tolani
Your Personal Insurance Mentor
20 X MDRT, 2 X COT, 15 X TOT , 372 MDRT in 2021.
Dear Future Financial Planner,
Have you ever wondered why some advisors do extremely well in this career and attain massively high income and personal achievements in just a few years while others have stagnated income for a very long period of time no matter how hard they try?
The key might just lies in these advisors realised they have to eventually sell insurance to richer clients and present larger cases.
Over the years, I realised that many advisors want to know how to get started selling insurance to richer clients but most of them don’t know how and when they should get started.
In fact, selling higher networth clients insurance requires more patience and a different set of skills than most traditional selling.
Having spent the last 21 years in this industry, closing multiple giant cases in the financial planning world, I have invented a set of strategies and a blueprint to teach advisors how to step-by-step find richer clients and what to say EXACTLY to get them excited to hear more about insurance from you.
That is why I’ve decided to organize High-Net-Worth Prospecting 2022, a 4 hour seminar to show you everything I know on how to prospect wealthier clients in Singapore & Malaysia.
My intention is to show you how you can potentially open up a new market in 2022 especially in a volatile market like this year.
I also want to show you step by step on how to subtly adapt and reposition yourself from a “needy” advisor to a “branded” advisor so that you’re ready to work with richer clients.
Just to be absolutely clear: HNW Prospecting 2022 is about equipping you with a UNIQUE skill set that every advisor should, by right, know like the back of their hand…
I will personally reveal my prospecting strategies that I have accumulated through many years of experience in the field.
If this sounds interesting to you, I would like to invite you to join me and many of my mentees at the High Net Worth Prospecting 2022.
*Note: All Information shared is for financial advisors ONLY. If you're not an advisor, please do not join this session.*
CUSTOM JAVASCRIPT / HTML
Why Attend High Net Worth Prospecting 2022?
Who Can Best Benefit From This Live Session?
You probably already know someone in your network who is rich, but do you know how to approach them and bring up the topic of financial planning? How can you go about doing it in a non-pushy and professional manner that could potentially bring you a stream of recommendations after you close that deal?
To give you some idea of the great content I will be sharing at HNW Prospecting 2022, I want you to watch this video (I've prepared many years back) talking about how you can get started talking to HNW clients.
Of course, we will be covering newer and better strategy on the event day itself. I have like a list of HNW prospecting strategies I want to share but haven't found a chance to share it with the family at our meet up. Also I don't want these content recorded on camera... so we have to do it offline instead.
Let me summarize some quick benefits for attending this session:
You will learn how to position yourself as an "attractive" advisor to HNW clients - Who doesn’t want clients or prospect coming to them for advice? The question is, how do you exactly position yourself? what are the checklist to make yourself a "branded" advisor where HNW clients will not only want to seek your advice but introduce their friends to you?
It allows you to earn more income by closing bigger case - When you explore the HNW market, you soon realized that the case size are usually much larger and so does your overall income received from handling the case. I will show you exactly how to structure your conversation so that HNW clients will feel that they need to invest more in insurance products in 2022.
If you do it right, you will lots of opportunities coming your way - Since HWN financial planning is a whole different game, majority of financial advisors have not cross into this territory yet. If you learn the correct strategies you are able to position yourself as professional and build up your reputation from there very quickly. Also because of the complexity of this knowledge, you will generally be more respected and if your advice is good, you will definitely have an in flow of recommendations.
"I realized many advisors know a rich person... but they just don't know what to say to them especially in 2022 when the market is volatile and uncertain"
"This Is Why I'm Revealing Everything I KNOW at HNW Prospecting 2022... I Will Share With You What's Working And What's Not."
Let me quickly run you through what I'll be sharing at the seminar.
What Will You Learn In High Networth Prospecting 2022?
Let Me Show You What You'll Be Learning During This Exclusive Seminar
If you're ready to embark on your high net worth prospecting journey with me, the following graphics will summarize what I will be sharing.
Note: (Now this is rough outline, of course I will be sharing more than what is written here. There are some strategies I only want to be sharing offline (not recorded). This is also the reason why you have never seen me selling ANY online courses on High Net Worth prospecting.
Here’s a rough outline on what we will be covering (Note: we might be covering even more deeper details on the actual day):
Learning Point #1: When & how to get started with HNW selling in this career?
Learning Point #2: Understand the 4 Categories of HNW should you focus on and how to choose which one suits you the “most
Learning Point #3: My 7 “2022” Golden rules for HNW selling in Insurance Industry
Learning Point #4: How market and sell insurance to today’s sceptical affluent who don’t believe in insurance
Learning Point #5: What are the emerging affluent & HNW markets in 2022 in Singapore & Malaysia and how do you approach them?
Learning Point #6: What are the insurance trigger (conversation starters) ideas you can use immediately in July & August with richer clients who have cash but are worried about investing in the market?
Learning Point #7: Step-by-step guidance on how to do 3 HNW concepts that have been working well for top advisor in Singapore & Malaysia
And the list goes on... I will reveal more nearer to the date of the event.
Details Of High Net Worth Prospecting 2022 Offline
Where, When & What Time?
SINGAPORE
Venue Address:
11 Eunos Road 8,
Lifelong Learning Institute,
S(408601), Singapore
Date: 14th July 2022
Time: 1PM - 5PM
Status: Selling Fast!!
MALAYSIA (Petaling Jaya)
Venue Address:
PJ Live Arts @
Jaya One, 72A Jalan Universiti,
46200 Petaling Jaya.
Date: 18th July 2022
Time: 1PM - 5PM
Status: SOLD OUT!
MALAYSIA (Petaling Jaya)
Venue Address:
PJ Live Arts @
Jaya One, 72A Jalan Universiti,
46200 Petaling Jaya.
Date: 19th July 2022
Time: 1PM - 5PM
Status: Selling Fast!!
Here are some of the safety precautions venues are taking, which you may encounter when attending the event:
*As a ticket purchaser, you certify that all members of your party will follow the safety requirement specified.
What Will You Receive When You Sign Up?
Here's a quick overview of what you will receive when you sign up today!
Next, I will send you the Big Case Closer Mindset Ebook which covers the following:
- 4 Benefits of Big Case Closing - Find out why top advisors in the industry are trying to master these 1% skills & how you can master them too!
- 3 Case Studies & Strategies Of Top Advisors - Listen to their sales strategies, prospecting methods and how they go about closing more cases.
- 6 Big Case Closer Mindset "Action" Shifts - Learn the “ACTIONS” steps you need to train your subconscious mind for growth. (These are secrets that I'm revealing for the first time...)
You Will Get OFFLINE EVENT ACCESS to High Net Worth 2022 Where I Will Be Sharing The Following:
- Learn When And How To Get Started For High Net Worth Clients - We will learn the theory aspect and the practical aspect of High Networth prospecting. Master he 7 “2022” Golden rules for High Networth selling in Insurance Industry.
- Understand the 4 Categories of High Net Worth You Should Focus On - What are the emerging affluent & High Net worth markets in Singapore & Malaysia and how do you approach them?
- How to Start "Creative" Conversations With HNW Prospects - What are the insurance trigger (conversation starters) ideas you can use immediately in July & August with richer clients who have cash but are worried about investing in the market?
- Step-by-step Guidance On How To Do 3 High Net Worth Concepts - Think BIG. Our business is like a heart beat. Small cases make us survive, big cases make us rich. I will share with you exactly how to speak to the super-rich .
Listen To Others Who Have BENEFITED!
I'm going to let other advisors prove to you why you should attend High Net Worth Prospecting 2022
" I managed to open up case size that are 5X Larger than 2018..."
"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!"
“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. "
"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!
Wei Hao, 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 Advance Concepts 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?
NOTE: We Are Not Welcoming High Net Worth Prospecting Trainers To The Seminar
I'm sorry for being direct, but I'm not welcoming any trainers who are focusing on training to attend my HNW Prospecting 2022 seminar and here are the reasons why:
Reason #1: The Session Is For Advisors Only - My purpose of organizing this session is to help advisors get better NOT to help trainers earn more income.
Reason #2: I have bad past experience - I have receive quite a number of feedback from advisors writing in telling me there are trainers who are copying my work (not giving me acknowledgment) and most importantly misinterpreting what I say. Honestly I'm disappointed with it.
Reason #3: It does not make sense if I'm teaching my content to advisors at an affordable rate and I end up seeing others selling the same content for US$1997.
So if you happen to see any trainers coming for the session, please invite them to leave.
FREQUENTLY ASKED QUESTIONS
Who is Dr. Sanjay Tolani?
Dr. Sanjay Tolani, an 20-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table & 15 Top of the Table honors.
In 2019, Dr. Sanjay has successfully crossed 100 MDRT and >200 MDRT in 2020 alone and in 2021, he has sucessfully completed 372 MDRT.
In 2019, Dr. Sanjay has successfully crossed 100 MDRT and >200 MDRT in 2020 alone and in 2021, he has sucessfully completed 372 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.
What happens if I'm Covid positive on the event day?
Please do not come. Just show us your covid positive documents and we will provide a full refund.
Here are some of the safety precautions venues are taking, which you may encounter when attending the event:
1. All participants entering or remaining in the event venue must be fully vaccinated.
2. The venue requires all attendees to wear a mask during the event.
3. Our team will be checking if you're fully vaccinated at the entrance and making sure you scan the entry QR code.
4. If you have contracted covid during the past 5 days or on the day of the event, please DO NOT ATTEND the event. Just show us your covid positive documents proof and we will provide you with a full refund.
5. Our team is allowed to deny entry to any participants, without providing a refund, for those who fail to follow the safety precautions above or violate any of the above instructions.
As a ticket purchaser, you certify that all members of your team will follow the requirements specified above.
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 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 High Net Worth Prospecting 2022 different from other sessions?
High Net Worth Prospecting 2022 is designed with only one purpose, to show you how you can position yourself as a valuable advisor to the HNW individuals/families. There are many courses teaching advisors on esate planning, but very few are focus on how inusurance advisor can the strategies on a daily basis.
In this 4 hour session, Dr Sanjay will be disclosing some of the best strategies used worldwide.
Just by learning some great ideas, you should have save time and money by listening to these strategies as you have them ready to implement right away.
Why is this event in high demand?
This is the first time Sanjay Mentoring Family is organizing an offline event after 2 years and many advisors are excited to join this session. However due to rising prices and event capacity, we are only able to provide limited seats.
So if you really want to come, please purchase the ticket early.
How often will this 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 teaching you High Net Worth Prospecting personally because moving forward, Dr Sanjay will be busy focusing on his own isurance career.
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.
Can you reserve the seats for me first? I am waiting for my Friend to buy together.
Ticket access are very limited due to event capacity. The seats are on a first come, first serve basis. This is to ensure fairness to the family.
Should a new advisor attend this session? Will the content covered be too advanced?
This class is designed specifically for new advisors and advisors who wants to gain new knowledge and wants to learn how to position yourself as a valuable advisor for HNW clients.
For new advisors, you will learn about the strategies you can use to get started with prospecting HNW clients.
For experience advisors, you will be able to pick up ideas on how Dr. Sanjay do financial planning for HNW clients so you can use them and bring you more income in 2022.
Can I buy the recording?
This session will not be recorded and will only be held live because Dr Sanjay does not wish to leak his esate planning secrets online.
I'm from the Big Case Closer family, can I attend this session for free?
For big case closer member, we will be organizing a separate exclusive offline session for you. The big case closer team will be sending you more details via email.
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 these coaching.
How will I receive the Bonus E-Book?
We will send it to you via email.
I don't have a credit card/debit card. What can I do?
Call our 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.