Dear Leaders,
If you’ve been in this industry for some time, and you feel like something in your leadership journey is stagnating, whether it’s your team, your vision, or your growth, then I want you to read this carefully.
Because Leaders Circle wasn’t created for beginners.
It was created for people like you—advisors who have done well, but are now ready to build something bigger than personal production.
Over the last 23 years, I’ve spent my time mentoring individual advisors.
Helping them go from struggling to their first MDRT…
Then from MDRT to COT… and from COT to TOT.
But here’s the truth:
I never built a sales team.
I never led an agency.
And I never taught recruitment.
I focused on structure.
On strategy.
On performance that lasts beyond a good month.
But over time, something shifted.
The advisors I coached began to grow teams of their own.
And suddenly, they weren’t asking how to close.
They were asking:
“How do I scale what you’ve taught me... to a team?”
“How do I lead others the way you led me?”
“How do I evolve—so I don’t get left behind in this fast-changing world?”
They weren’t looking for hype.
They were looking for clarity, systems, and direction.
That’s when I realized:
Leadership doesn’t need more motivation.
It needs a better room.
A sharper circle.
A place where real leaders can think together.
So I created one: The Leaders Circle.
This November, I’m inviting financial leaders to join me in Dubai at my Majlis.
Not to talk about how to sell more…
But to explore how to design the next decade of leadership in our industry.
We'll go deep into:
The exact systems I’d use if I were building a firm today
- How to attract the right talent through brand and positioning
- How to build a culture that scales without micromanaging
- How to prepare for AI, digital-first clients, and global compliance
And how to lead with clarity when everyone else is stuck in noise
I’ll also be bringing my personal tech team—the same one that built X7 Pro, my AI sales training platform is used by thousands of advisors.
Together, we’ll explore how that same power can now be used to scale leadership—
From onboarding… to coaching… to internal systems that run without you.
And because I believe leadership must evolve beyond our industry, I’m inviting a few close friends, founders who’ve built multi-million and billion-dollar companies, to share how they lead, grow, and future-proof their organisations.
So if you're leading a team but want to create a system…
If you've succeeded, but know you’re ready to scale far beyond…
If you’re tired of managing and ready to design something that lasts...
Then apply.
Because the next 10 years in financial advisory will not belong to the loudest.
They will belong to the most prepared.
I’ve saved you a seat.
See you in Dubai.
Dr. Sanjay Tolani