How to Prospect for Wealthy Clients When You Don't Know Where to Start.

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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. Dr Sanjay usually only share HNW strategies in his Big Case Closer Session but has decided to make an exception for this event.  
What if I tell you the Rising interest rates present a HUGE opportunity for you in 2023? But the problem is... not every advisors will be able to capture this NEW market and huge sales and it is exclusively only for advisors who know how to position themselves well in the High Networth Market? This is why I've decided to organize this session. 
NOW: US$97 - BUY 1 FREE 1 TICKET (More Than 60% OFF)
Note: This special link is not available for the public. Also we're limiting the number of access to the session.

High Net Worth Prospecting 2023 Live (Virtual Event): 
Date: 7th April
Time: 7PM - 10PM (GMT+8 time)

High Net Worth Prospecting 2023 Live (Virtual Event): 
Date: 7th April
Time: 7PM - 10PM (GMT+8 time)

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Introducing High Networth Prospecting 2023 - Online
An Exclusive Masterclass To Help You Open Up NEW HNW Market In 2023

From: Dr Sanjay Tolani

Your Personal Insurance Mentor
20 X MDRT, 2 X COT, 16 X TOT [500 X MDRT in 2022]
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 2023, a 3 hour online workshop to show you everything I know on how to prospect wealthier clients. 

My intention is to show you how you can potentially open up a new market in 2023 if you have never done it before 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.  

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 2023

*Note: All Information shared is for financial advisors ONLY. If you're not an advisor, please do not join this session.*
    Why Attend High Net Worth Prospecting 2023?
    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 2023, 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.

    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 2023.  

     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 2023 when the market is volatile and uncertain."

    This is why I'm revealing everything I KNOW at HNW Prospecting 2023... I will share with you what's working and what's not.

    What Will You Learn In High Net Worth Prospecting 2023?
    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 LIVE (not recorded).

    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 “2023” 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 2023 around the world and how do you approach them?

    Learning Point #6: What are the insurance trigger (conversation starters) ideas you can use immediately in quarter 2 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 around the world.

    And the list goes on... I will reveal more nearer to the date of the event. 
    Who Are The Guest Speakers For High Net Worth Prospecting 2023?
    "Exclusive" 30 Minute Interview With Top Advisors 
    Listen to their sales strategies that contributed to their exponential growth in 2022 and what strategies they will be using in 2023. 

    In the last 4 years, we've been organizing many sessions for Sanjay Mentoring Family members, but this year has proved to be a turning point for many advisors.

    I've been receiving messages from advisors saying that 2023 will be THEIR YEAR to break through in this industry. They want to work with BIGGER CLIENTS, work on BIGGER CASES

    While I might have some great 2023 sales ideas for you, I recognized that there is more than 1 way to success and to improve that probability to success for you, I've decided to invite some top advisors from my Big Case Closer family to share with you their methods on working with HNW clients.

    Seeing is believing. I want you to listen to the HNW strategies of these top advisors I have invited and at the end of the session not only will you walk away with a list of sales ideas to execute immediately, you walk away with greater clarity about this career.

    Does this sounds good to you?

    In fact these advisors who you will be listening to during this session, seldom do sharings because like you, they are true practitioners and focus their time on selling insurance on a day to day basis. 

    Below is a concept video I want you to watch and learn for HNW Prospecting , even if you are not coming, you should already know these by now. 

    Now, here’s the invitation to see behind the scene of how some of
    my mentees who have achieved MAJOR success in 2022 by working with HNW clients.

    You’ll get to listen to them on how they have tapped into the HNW market and consistently worked with HNW clients in 2022.

    Imagine you being able to pick one good idea from there and execute it to your advantage to scale your business,
    would you like that?

    This is your chance to learn directly from the experts! They’ve been where you are now and have excelled through hard work, determination, and the right strategies! 

    During this special interview segment, you'll gain exclusive insights into the techniques and approaches they've used to prospect, work with, and build relationships with HNW clients. Click the link below to reserve a spot toay.

    Details Of High Net Worth Prospecting 2023 Online
    When & What Time?

    Date: 7th April 2023
    Time: 7PM - 10PM (Singapore Time)

    Note: This Session Will Be "LIVE" . However we understand that some of you might be in different time zone. So the recording will be available to be watch for 24 hours after the session.

    Note: This Session Will Be "LIVE" . However we understand that some of you might be in different time zone. So the recording will be available to be watch for 24 hours after the session.


    STEP 1:

    Register For The 

    Click on the button to register on the next page. You may choose your ticket option and proceed with the payment.

    STEP 2:

    Receive Confirmation Email

    Once you have purchased, you will receive a confirmation email with details on how to join the session. 

    STEP 3:

    Attend The Session On Time

    We will be sending you reminder emails as we approach nearer to the live session. Please remember to attend it on time. 

    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.

    • Improving client relationships:  - Identifying problems and addressing them helps financial advisors to build trust and improve their relationships with clients. 
    • Enhancing performance: - Identify areas where you need to improve their skills or knowledge to better serve your clients.
    • Activity and prospecting - What is stopping you to multiple your activity rate and how you can create a system like other top advisors.

    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 ONLINE EVENT ACCESS to High Net Worth Prospecting 2023 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 the 7 “2023” 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 around the world and how do you approach these high net worth clients? 
    • How to Start "Creative" Conversations With HNW Prospects  - What are the insurance trigger (conversation starters) ideas you can use immediately in quarter 2 with richer clients who have cash but are worried about investing in the market?
    Listen To Others Who Have BENEFITED!
    I'm going to let other advisors prove to you why you should attend the High Net Worth Prospecting 2023 Live!
    "I managed to open up case size that are 5X Larger than 2021..." 
    "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!
    "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.

    "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 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 2023. 

    #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 2023 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 Learn and Apply!

    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 the HNW market. 

    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 2023:

    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 2023.

    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 how the family has grown, 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 2023 will be held in the early of April, so you can start quarter 2 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? 

    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 & 16 Top of the Table honors.

    In 2022 alone, Dr. Sanjay has successfully crossed >500 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 2023 different from other sessions?
    HNW Prospecting 2023 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 2023?
    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 4 years of hard work. 

    From 2023 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 2023 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 2023, Dr. Sanjay will be taking a back seat in his insurance activities. 

    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 2023 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 start meeting these HNW prospects. I've come up with "easy to apply" conversation starters that you can immediately use. 

    ✅For more experienced advisors, I want to show you how you can leverage on your experience to work with these HNW 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 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 or WhatsApp  (+91) 99300 60314 and we will help you out. 

    Sanjay Mentoring Family 2023 | All Rights Reserved