How to Confidently Position Yourself To Prospect 30 Business Owners In The Next 60 Days Without Looking Needy

How to Confidently Position Yourself To Prospect 30 Business Owners In The Next 60 Days Without Looking Needy

SORRY ALL BUSINESS OWNER PROSPECTING 2025 SEATS HAS BEEN SOLD OUT.

If you missed the chance to join Business Owner Prospecting 2025. The team has set up this waitlist for the next workshop in January 2026. You will be the FIRST to get notified once it is confirmed.

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.

SORRY! If you missed the chance to join Business Owner Prospecting 2025. The team has set up this waitlist for the next workshop in January 2026. You will be the FIRST to get notified once it is confirmed.

USUAL PRICE: US$997
Thank You! 
Hong Kong- 4th November 2025
 [SOLD OUT]
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]
20 X Ticket - US$50 Each [Save US$947 each]
Hong Kong - 4th November [SOLD OUT]
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]
20 X Ticket - US$50 Each [Save US$947 each]
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.

SESSIONS:

SINGAPORE

Venue: 11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore
Date: 16th October 2025
Time: 1PM - 5PM

MALAYSIA (Petaling Jaya)

Venue: 1, Club Drive, Persiaran Bukit Utama, Bandar Utama, 47800 Petaling Jaya, Selangor
Date: 14th October 2025
Time: 1PM - 5PM

HONG KONG

Venue: 九龍長沙灣道760號香港紗廠工業大廈5期 (荔枝角地鐵站A出口)

(English): Phase 5, Hong Kong Spinners Industrial Building, 760 Cheung Sha Wan Road, Kowloon (Lai Chi Kok MTR Station Exit A)
Date: 4th November 2025
Time: 3PM - 6PM

SESSIONS:

SINGAPORE

Venue: 11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore
Date: 16th October 2025
Time: 1PM - 5PM

MALAYSIA (Petaling Jaya)

Venue: 1, Club Drive, Persiaran Bukit Utama, Bandar Utama, 47800 Petaling Jaya, Selangor
Date: 14th October 2025
Time: 1PM - 5PM

HONG KONG

Venue: 九龍長沙灣道760號香港紗廠工業大廈5期 (荔枝角地鐵站A出口)
Venue (English): Phase 5, Hong Kong Spinners Industrial Building, 760 Cheung Sha Wan Road, Kowloon (Lai Chi Kok MTR Station Exit A)
Date: 4th November
Time: 3PM - 6PM
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Special Offer Click Here Yes! I Want To Learn From Dr. Sanjay!
Introducing Business Owner Prospecting 2025
Introducing Business Owner Prospecting 2025
An Exclusive Masterclass To Help You Open Up A New Stream Of Business Owner Prospects In The Next 60 Days
An Exclusive Masterclass To Help You Open Up A New Stream Of Business Owner Prospects In The Next 60 Days

From: Dr Sanjay Tolani

Your Personal Insurance Mentor
20 X MDRT, 2 X COT, 15 X TOT , 372 X MDRT in 2021.
Dear Advisor,

Imagine showing up right when business owners in Singapore and Malaysia are reviewing budgets, finalising bonuses, and planning their next big move for 2026. That’s exactly what happens from October to December the most strategic time to open meaningful, business-focused conversations.

Business owners are brilliant at running operations, scaling sales, and taking calculated risks. But they often overlook insurance not because it’s irrelevant, but because they’re wired to prioritise growth over protection.

For most of them, insurance seems like a “cost” when reinvesting in their business feels like a smarter move. That’s why your positioning, timing, and conversation starters matter more than ever. You can’t approach them like you would a regular salaried client. You need to sound like a strategic partner, not a salesperson.

If you understand this, then Q4 is your window.

In Singapore, thousands of new businesses were registered in 2024 alone. In Malaysia, SMEs already make up 99% of all business establishments. This means a growing base of business owners are hitting the phase where they’re thinking about risk, succession, and legacy, the very things insurance is built for.

Now let me be honest with you...
For the past 2 years, I’ve not been doing many public workshops. Many of you have messaged me saying:

 “Dr. Sanjay, why did you stop all the Sanjay Mentoring workshops? New advisors like me used to learn so much from them!”

The truth is, I was focused on coaching my private mentees and helping them close some of their biggest cases. I needed that space to grow and experiment quietly behind the scenes.

But now that I’ve got a small window this October…
I’ve decided to make a comeback.

Which is why I’m organising Business Owner Prospecting 2025, an offline strategy session designed to equip you with:

- Exact scripts that open doors with business owners
- 20+ proven presentations that resonate in today’s market
- A step-by-step 60-day Q4 action plan
- And a framework to turn simple products into business solutions that make you look like a pro

This isn’t theory. This is everything I’ve taught my private circle brought back, simplified, and handed to you.

If you’re serious about ending 2025 strong, this session is your chance.

Note: This session is for licensed financial advisors only. If you’re not an advisor, please do not register.

    CUSTOM JAVASCRIPT / HTML
    Why Attend Business Owner Prospecting 2025?
    And Who Will Benefit Most From This Live Session in Singapore & Kuala Lumpur?

    Let me summarize some key reasons why this session will be worth your time:

    🔹 Learn how to position yourself as a trusted advisor in the SME space
    Most business owners face inconsistent income they have good months and bad months, good years and challenging years. That’s why many shy away from long-term commitments like insurance.

    This session will help you understand how to offer flexible, business-relevant advice that makes you stand out as a credible advisor they can actually trust.

    🔹 Get access to proven presentations specifically built for business owners
    Business owners think very differently from salaried employees. That’s why your usual sales pitch won’t work. I’ll show you 20+ presentation concepts I use only for business owners crafted to highlight things they care about like employee retention, risk transfer, and succession.

    You’ll be able to copy and adapt these presentations easily to your own market and product offerings.

    🔹 Master how to handle tough objections (without sounding defensive)
    Let’s be honest, most business owners will push back. “I’d rather reinvest.” “I don’t have consistent cash flow.” “We already have insurance.”

    I’ll walk you through step-by-step objection handling strategies I’ve taught my mentees so you can turn tough conversations into business opportunities.

    "Dr. Sanjay, I don't have business owner clients, should I still learn about it?"

    That’s exactly why you need to attend.

    This session is designed for both new and experienced advisors. Whether you’ve never closed a business owner before or you’re already working in this space but want to 5x your case size this session will equip you with the tools and confidence to open new doors.

    Here’s something to remember:
    Small cases help you survive. Big cases help you thrive.
    And the business owner market is full of opportunities waiting to be unlocked.

    SMEs make up over 99% of businesses in Malaysia and a growing share of new incorporations in Singapore. They have higher disposable income, greater decision-making control, and deeper long-term financial needs. If positioned correctly, insurance becomes one of their most powerful business tools.

    You’ll also find that working with business owners isn’t just about the sale, it’s about the conversations, creativity, and connections you’ll develop along the way

    So even if you’ve never approached a business owner before, don’t worry.

    Come for this session, and you’ll walk away with fresh ideas, clear strategies, and the momentum to open this market confidently in the next 30 days.

    "This Is Why I'm Revealing Everything I KNOW at Business Owner Prospecting 2025... I Will Share With You What's Working And What's Not."

    Let me walk you through exactly what we’ll cover at the seminar...
    What Will You Learn In Business Owner Prospecting 2025?
    Let Me Show You What You'll Be Learning During This Exclusive Seminar

    Let Me Show You What We’ll Be Covering During This Exclusive Strategy Seminar

    If you're ready to start working with business owners—or want to scale your business owner cases bigger and faster—this session is designed to give you practical tools you can apply immediately.

    Note: This is not an online course. These are real, field-tested strategies I’ve refined over 23 years of working with business owners in Singapore, Malaysia, and 50+ countries. Many of these strategies I only teach offline to maintain their effectiveness and exclusivity.
    Here’s a quick look at what we’ll be covering:

    🔹 Learning Point #1: Why Q4 is the best time to meet business owners in SG & MY
     Understand the timing behind business decisions, when they review cash flow, bonuses, and succession plans—and how to align your pitch with what’s top of mind.

    🔹 Learning Point #2: The “3P” Method to Position, Profile & Pitch
     Learn how to position yourself as a credible advisor, identify the right business owners to approach, and pitch without sounding like you’re selling.

    🔹 Learning Point #3: The 20/20 Presentation Playbook
    Get access to 20 powerful conversation starters and 20 whiteboard-style presentations that resonate with business owners—built around growth, retention, and legacy.

    🔹 Learning Point #4: How to Handle Business Owner Objections Like a Pro
     We’ll walk through 7 common objections—like “I’d rather reinvest” or “I already have insurance” and show you how to flip them with calm, confident messaging.

    🔹 Learning Point #5: How to Structure Your Current Product to Look Like a Business Solution
     We’ll teach you the “STRUCTURE Framework” to repackage your existing plans into employee benefits, keyman buffers, succession tools, and more.

    🔹 Learning Point #6: Your 60-Day Prospecting Blueprint to Close Strong in Q4
     Walk away with a week-by-week game plan, appointment templates, follow-up messages, and daily activities you can execute from the very next day.

    And that’s just the beginning.

     There are more advanced strategies I’ll be sharing live during the event—including insights I’ve never shared publicly and updates on what’s working best right now in 2025.

    If you’re ready to prospect smarter and close stronger in the last 60 days of the year—this is the session for you.

    Details Of Business Owner Prospecting 2025 Offline
    Where, When & What Time?

    HONG KONG

    Venue Address: 
    九龍長沙灣道760號香港紗廠工業大廈5期 (荔枝角地鐵站A出口)

     Phase 5, Hong Kong Spinners Industrial Building, 760 Cheung Sha Wan Road, Kowloon (Lai Chi Kok MTR Station Exit A)

    Date: 4th November 2025
    Time: 3PM - 6PM

    [NEW SESSION ADDED]

    SINGAPORE

    Venue Address: 
    11 Eunos Road 8,
    Lifelong Learning Institute,
    S(408601), Singapore

    Date: 16th October 2025
    Time: 1PM - 5PM


    MALAYSIA 

    Venue Address: 
    1, Club Drive, Persiaran Bukit Utama, Bandar Utama, 
    47800 Petaling Jaya, Selangor

    Date: 14th October 2025
    Time: 1PM - 5PM



    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 Business Owner Prospecting 2025 Where I Will Be Sharing The Following: 

    • How to position and brand yourself with business owners  - Business owners face many financial risks that normal employee will not ever face. Learn how you to provide good advice and position yourself as a credible advisor in the market.
    • How to start a conversation with a business owner - I will be sharing a list of conversation starters and presentations I personally use that are created just for business owners. They are short and effective so they would want to listen further.
    • Objection handling for business owners and product offering discussion - Learn the techniques and scripts to handle the most common objections when you meet with business owners. We will also discuss on the best product offerings for business owners. 
    • The next 60 days prospecting action plan - We will go through step-by-step on what you need to execute in the next 60 days to start meeting and working with business owners. 
    Listen To Others Who Have BENEFITED!
    I'm going to let other advisors prove to you why you should attend Business Owner Prospecting 2025

    Listen To Others Who Have BENEFITED!

    How Effective Are Dr. Sanjay's Strategies?

    "I managed to open up case size that are 5X Larger than 2024..." 
    "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 Meteor's Business Grow By 300% In 2022"

    "How Diana Maria achieved Her Early MDRT In June 2022."

    "How Diana From Singapore Achieved Her MDRT In Just 1 Case"

    "How Benedict Achieved His MDRT In Just 1 Case"

    Ready to elevate your financial advising career?
    Your journey to success starts now!
    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 business owner market. Let me be very blunt, majority of financial adivsors will take a very long time to master business owner 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 2025. 

    #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 Business Owner Prospecting 2025 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!

    Why Is This Event So Affordable...? What's Wrong?

    I'm sorry for being direct, but I'm not welcoming any trainers who are focusing on training to attend my Business Owner Prospecting 2025 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. 

    NOTE: We Are Not Welcoming Prospecting Trainers To The Seminar
    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.

    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. 
    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 Business Owner Prospecting 2025 different from other sessions?
    Business Owner Prospecting 2025 is designed with only one purpose, to show you how you can position yourself as a valuable advisor to the business owners. There are many courses teaching advisors on business owner prospecting, but very few are focus on how insurance advisor can implement the strategies on a daily basis.

    In this workshop 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. 
    Why is the ticket so affordable? Will you upsell me in this seminar?
    This is a 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 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 business owners.

    For new advisors, you will learn about the strategies you can use to get started with prospecting business owners.

    For experience advisors, you will be able to pick up ideas on how Dr. Sanjay do financial planning for business owners so you can use them and bring you more income in 2025.
    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?
    Whatsapp our organizer at +60 11-3306 1157. They will help you. 
    I have other questions.
    For any inquiries, please write to me@sanjaytolani.com and we will help you out. 

    Sanjay Mentoring Family 2025 | All Rights Reserved