"How to Attract & Keep High-Value Clients without High-Pressure Sales Tactics"
"How to Attract & Keep High-Value Clients without High-Pressure Sales Tactics"
Good News! Registration for Prospecting & Client Retention Mastery 2025 is NOW OPEN!
(50% OFF) Early Bird Tickets Available: 41
We are holding your spot…
00Hour59Minutes58Seconds
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.
Prospecting & Client Retention Mastery 2025 [ONLINE]:
DATE: 12th February 2025
TIME: 8PM (GMT+8/Singapore time)
Note: For Big Case Closer and Asset Structuring Club members, You'll Get Access To This Masterclass. Check Your Email for Sign Up Link.
Or Join ASC & Get Access To Full Plan In 2025:
1
Sign up
Personal Details
2
your info
Your Billing Info
Address
Introducing "Prospecting & Client Retention Mastery 2025"
An Exclusive Masterclass To Help You Upgrade Your Career Knowledge In 2025
From: Dr Sanjay Tolani
Your Personal Insurance Mentor
23 X MDRT, 2 X COT, 18 X TOT, 327 TOT in 2024.
Dear Advisor,
Every advisor wants high-value clients. The ones who trust your expertise, follow your recommendations, and stay with you for years.
But attracting and keeping these clients isn’t as simple as offering the best products or having the lowest premiums.
🚨 The real challenge? Most advisors are stuck chasing prospects—only to face hesitation, objections, or silence when it’s time to close.
Meanwhile, top advisors seem to have a steady flow of high-value clients coming to them. Clients who don’t resist, don’t hesitate, and don’t second-guess their decisions.
So, what makes the difference?
It’s not about luck. It’s not about working harder.
It’s about positioning and trust. ✅
The best advisors don’t rely on pushy sales tactics—they attract clients by positioning themselves as trusted experts. And once they build trust, they know how to keep clients engaged for years.
That is why I’ve decided to organize Prospecting & Client Retention Mastery 2025, a 3-hour live session where I’ll walk you through the strategies top advisors use to bring in high-value clients and build long-term relationships—without chasing.
What You’ll Learn:
📌 How to attract high-value clients without chasing or convincing
📌 The trust-building blueprint that makes clients follow your advice
📌 The client retention system that keeps them engaged long-term
📌 How to close bigger cases without using high-pressure sales tactics
Why This Masterclass is Different?
This isn’t another session on “how to sell more.” This is about mastering the strategies that make high-value clients WANT to work with you.
If you’re tired of:
❌ Chasing clients who don’t commit
❌ Facing endless objections and delays
❌ Losing clients who seem interested but never take action
Then this masterclass is for you.
Why Now?
2025 will be a defining year for advisors who know how to attract and keep their ideal clients.
If you don’t adapt now, you’ll keep competing in an overcrowded market where clients see you as just another advisor.
But if you apply the strategies I’ll share, you’ll position yourself as the go-to expert—and clients will seek YOU out.
This session is designed exclusively for financial advisors who want to level up their prospecting and client retention strategies.
🚨 Seats are limited. Don’t miss your chance to be part of this game-changing masterclass.
I’ll see you there.
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 Should Advisors Join "Prospecting & Client Retention Mastery 2025"?
Join only if you want access to "compiled" knowledge that save you time...
Like you, I've been in the insurance business for over two decades, constantly adapting my strategies to fit different scenarios and meet the evolving needs of my clients.
As we are now in Q1 of 2025, this is the perfect time to lay the foundation for a strong year ahead. What you do in the first quarter will determine the momentum you carry for the rest of the year. This is when top advisors refine their prospecting strategies, strengthen client relationships, and position themselves for bigger cases.
Many advisors are curious about how I consistently attract, convert, and retain high-value clients. I will be sharing these exact strategies at Prospecting & Client Retention Mastery 2025.
If you’re serious about growing your business this year, this is a session you can’t afford to miss. The strategies discussed can be applied immediately, within the next 60 days.
"I realized many advisors know a high-value client... but they just don't know what to say to them or try way too hard to sell them."
Over the years, I've learned that the key to success lies in understanding your clients deeply and tailoring your approach to resonate with their unique challenges and goals.
Here are some reasons why you should consider attending this live session:
- Advisors who have been in the industry for quite some time and are stagnant in their income - I’ll show you what top advisors are doing differently to attract, convert, and retain high-value clients.
- Advisors who are stuck in the “one-and-done” sale cycle - Many advisors close a deal and move on, only to see their clients work with someone else for their next financial decision. I’ll teach you how to create client stickiness so they stay with you long-term.
- Advisors who are repeating the same outdated scripts without results - If your prospecting methods feel repetitive and ineffective, it’s time to upgrade your approach with fresh, proven strategies that actually work in 2025.
- Advisors who lack a structured plan for scaling their practice through referrals and retention - I'll highlight exactly what you need to do to create a steady flow of high-quality clients and maximize your existing relationships for long-term business growth.
Who Are The Speakers For
"Prospecting & Client Retention Mastery 2025"?
"Exclusive" conversations with top advisors on the prospecting strategies that fueled their exponential growth in 2024.
For years, my most powerful strategies for prospecting and client retention have been shared exclusively with members of the Sanjay Mentoring Family. But in 2025, everything is changing.
With shifting client priorities, rising competition, and evolving market trends, advisors who fail to adapt will struggle to survive. You’re not just selling policies, you’re building relationships that last, and that requires a new level of mastery.
This is a rare opportunity to gain insights from true practitioners - advisors who, like you, focus their time on selling insurance every day. By the end of the session, you won't just walk away with a list of actionable strategies; you'll leave with greater clarity and confidence in your career path.
Does this sound like an opportunity you can't afford to miss? If yes, click the button below to discover how you can join us and elevate your Q2 game!
Advisors who have done exponentially well in 2024
Madhusudhan Gad
18 X MDRT, 1 X COT
India
Madhusudhan Gap: A Trusted Authority in Client Relationships.
Building a successful advisory practice isn’t about chasing prospects - it’s about earning trust, credibility, and lasting client relationships. With 18X MDRT & 1X COT to his name, Madhusudhan has spent nearly two decades mastering the art of client-centric growth. His thriving practice is built not on cold calls or high-pressure sales, but on the power of strong relationships and genuine client recommendations.
Lim Swee Lee
4 X MDRT, 5 X COT
Malaysia
Lim Swee Lee: The Risk Management Expert Who Wins Clients’ Trust.
With 25 years of experience, 4X MDRT, and 5X COT, Lim Swee Lee has built a reputation as a trusted advisor who helps clients identify hidden risks and create financial safety nets that stand the test of time. Her success isn’t based on selling policies—it’s built on guiding clients to make informed, long-term financial decisions.
Diana Zhu
16 X MDRT, 1 X TOT
Singapore
Diana Zhu: The Asset Management Expert Who Keeps HNW Clients for Life.
High-net-worth clients don’t just need investment options, they need someone who sees the bigger picture. With 21 years of experience, 16X MDRT, and 1X TOT, Diana Zhu has built a distinguished career in asset management by helping clients not just grow their wealth, but preserve it for generations. Her approach goes beyond selling investments - she crafts personalized financial roadmaps that keep clients engaged for life.
Candy Yap
4 X MDRT
Singapore
Candy Yap: The Estate Planning Expert Who Turns Clients into Lifelong Advocates. Attracting high-value clients isn’t about selling - it’s about solving their biggest concerns. With her LLB and Chartered Financial Consultant qualifications, Candy Yap has mastered the art of estate planning, helping clients secure their legacy with clarity and confidence. As a 4X MDRT qualifier, she has built a loyal client base by offering strategic solutions, not sales pitches.
What Will You Learn At
Prospecting & Client Retention Mastery 2025?
Let Me Show You What You'll Be Learning During "Prospecting & Client Retention Mastery 2025!"
In 2022, I held an offline event in Singapore and Malaysia focused on business owner prospecting, and advisors absolutely LOVED it! Since then, I’ve been getting requests from advisors worldwide - not just for another session, but specifically for a High-Net-Worth (HNW) Client Prospecting workshop.
Many advisors now recognize that moving into the HNW market in 2025 is no longer optional - it’s necessary. With asset structuring becoming a key strategy for working with affluent clients, those who adapt early will have a massive advantage.
This overwhelming demand is why I’ve decided to organize Prospecting & Client Retention Mastery 2025 - a 3-hour live session dedicated to helping advisors attract, convert, and retain HNW clients using asset structuring and relationship-driven prospecting.
If you're wondering what to expect this year, the following graphics will summarize what we will be sharing.
In our Prospecting & Client Retention Mastery 2025, we will talk about in-depth Quarter 1 Strategies and the unique HNW prospecting ideas that I have tailored for exceptional performance in 2025.
1st Hour - High-Value Prospecting Insights: Discover the exact strategies top advisors use to attract High-Net-Worth clients and position yourself as a trusted expert. You will also get to learn why traditional sales tactics fail and how to engage HNW clients naturally without chasing them.
2nd Hour - Value-Based Selling & Client Engagement: You will learn how to use the Problem-Solution-Impact Pitch to position insurance as a solution, not a product - making clients eager to buy. Beside, we will also discover how to Engage, Educate, and Earn Trust - a proven method to turn cold prospects into long-term clients.
3rd Hour - Building Client Loyalty & Retention: Learn the step-by-step system to keep HNW clients engaged for years and generate referrals effortlessly. Annual Wealth Review Strategy - A simple but powerful approach to reconnect with clients, uncover new opportunities, and increase case size year after year.
Expect to hear innovative and diverse strategies from various countries and target markets. I’m confident that you will discover a method that perfectly aligns with your clientele.
To conclude, our "Prospecting & Client Retention Mastery 2025" session will wrap up with a comprehensive 60-day action plan. I will guide you step-by-step, ensuring you implement these strategies effectively in the upcoming months to achieve remarkable results.
Details Of Prospecting & Client Retention Mastery 2025:
How to access the live session?
Prospecting & Client Retention Mastery 2025:
HOW DOES THE SESSION WORKS?
STEP 1:
Register For The Session
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.
Attend The Session On Time
We will be sending you the access to join and watch the live sesion.
What Will You Receive When You Sign Up?
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:
Lastly, You Will Get LIVE ACCESS to Prospecting & Client Retention Mastery 2025 Where I Will Be Sharing The Following:
- High-Value Prospecting Insights: - Learn how to attract high-net-worth (HNW) clients by identifying their specific needs and behaviors. Understand what truly matters to affluent individuals - wealth preservation, tax efficiency, estate planning, and legacy building. Discover how to position yourself as a trusted advisor by speaking their language and providing value-driven solutions tailored to their financial goals.
- Client Engagement Frameworks - Discover proven strategies to engage and retain clients without using aggressive sales tactics. Master the art of building meaningful relationships through structured onboarding, continuous education, and high-value interactions. Learn how to design client engagement programs that keep prospects interested, foster trust, and ensure long-term commitment, making you their go-to financial expert.
- Value-Based Selling Mastery - Uncover the secrets to selling insurance as a solution, not just a product. Shift from a transactional sales approach to a consultative, value-driven conversation. Learn how to highlight the real impact of insurance - protecting generational wealth, securing business continuity, and optimizing financial efficiency. Gain the skills to present solutions in a way that aligns with your clients’ aspirations, making the decision to work with you a natural choice.
- Building Client Loyalty - Develop long-term programs to keep clients engaged and coming back. Learn how to create personalized client experiences, anticipate their evolving needs, and provide continuous value beyond the initial sale. Discover how strategic follow-ups, wealth reviews, and exclusive advisory services can turn one-time clients into lifelong advocates who refer high-quality prospects to you.
SPECIAL BONUS ONLY FOR PROSPECTING & CLIENT RETENTION MASTERY 2025 TICKET BUYERS!!
SPECIAL BONUS ONLY FOR PROSPECTING & CLIENT RETENTION MASTERY 2025 TICKET BUYERS!
You Will Receive a White Paper I wrote on Asset Structuring.
Consider Joining The Asset Structuring Club Instead & Join us
on a 12 Month Journey?
For Advisors Who Want To Want To Enter the High Net Worth Market (>10M Networth) in 2025 with "Asset Structuring". Learn How To Position yourself as the "Go-To Finance Expert" and Attract Wealthy Clients.
Once you sign up for ASC, you will get LIVE ACCESS to Tolani Flow® Portal which covers the Asset Structure and 5 Online Workshop modules
Listen To Others Who Have BENEFITED!
I'm going to let other advisors prove to you why you should attend this Masterclass 2025 Live!
"I managed to open up case size that are 5X Larger than 2024..."
“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."
"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 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?
Don't Sign Up If You're NOT Going To Watch The Session!
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 excel in Q1.
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 the Prospecting & Client Retention Mastery 2025:
Reason #1: Our past prospecting sessions have always focused on the "mass market."
But this year, our focus is on prospecting strategies specifically for High Net Worth Clients. If my mentees can do it, I'm confident you can do it as well. You'll listen live to what top advisors did correctly last year and what they plan to do this year in 2025.
Reason #2: This is the first time we're offering such a significant discount.
For the past 4 years, we've been selling tickets for sessions on business owner strategies at an average of $197 USD.
This year, we wanted to make it more accessible to advisors who truly want to attend, without worrying about a high ticket price. So we're giving a substantial discount to early buyers.
Reason #3: The Prospecting & Client Retention Mastery 2025 will be held in early Feb, so you can start Q1 executing these strategies.
I've seen many advisors achieve remarkable results, and if you believe you can leverage the shared experiences, we would be delighted to have you here!
So please ONLY GRAB THIS TICKET if you are committed to attending and participating, or else give the chance to another advisor who is eager to learn, ok?
FREQUENTLY ASKED QUESTIONS
Who is Dr. Sanjay Tolani?
Dr. Sanjay Tolani, an 23-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table & 18 Top of the Table honors.
In 2024 alone, Dr. Sanjay has successfully crossed >327 X TOT.
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 Prospecting & Client Retention Mastery 2025 different from other sessions?
Prospecting & Client Retention Mastery 2025 is meticulously designed for advisors who aim to elevate their service to HNW clients, ensuring you can navigate the sophisticated realm of asset structuring, financial planning, and growth strategies with ease
Will I Still Get To Listen To Dr. Sanjay Tolani's Prospecting & Client Retention Mastery 2025 Again?
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 6 years of hard work.
From 2025 onwards, Dr. Sanjay will be focusing more of this time on this own sales and the big case closer family, the Asset Structuring Club. 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.
I'm an active ASC/BCC Member, how do I get access to this workshop?
Check your email for the link to join this workshop. As a BCC & ASC Member, you will have complimentary access to the session.
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 2025, Dr. Sanjay will be back to focusing on his insurance business.
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 Prospecting & Client Retention Mastery 2025 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 close more clients in quarter 1 of 2025. I've come up with "easy to apply" closing strategies that you can immediately use.
✅For more experienced advisors, I want to show you how you can close a larger case just by working with your existing 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 and Asset Structuring Club, can I attend this session for free?
Yes! All members from bigcasecloser.com and Asset Structuring Club will be able to attend this session for free because you are part of Dr. Sanjay's exclusive mentorship program. The Big Case Closer & Asset Structuring Club 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 me@sanjaytolani.com or WhatsApp (+91) 99300 60314 and we will help you out.