Dr. Sanjay Tolani

I Wish I Knew This Closing Rule When I Started as a Financial Advisor…

https://youtube.com/shorts/jGSu1p1iyY0?feature=share

💡 “Dr. Sanjay, do you have conversation starters for doctors and medical professionals?”

Here’s the thing. When working with medical professionals, timing and choice of words make all the difference. You need to speak their language and focus on what matters to them.

In our recent Big Case Closer Mastermind, one advisor shared her pitch, and I made key tweaks to make it more effective for doctors. I’ve put together a video breaking it down for you.

🎥 Watch here: https://mentor.sanjaytolani.com/risktransfer

Medical professionals don’t have time for long explanations. You may only get one chance to make an impression, so your presentation has to be spot on.

💬 Want more insights? Comment “I want”, and I’ll send you my next set of presentation strategies!

🚀 P.S. Applications for the next Big Case Closer Mastermind (March 2025) are now open. Apply early as we will need to interview each applicants to ensure you are a good fit to join the session. 🔥

🔥Learn more at: mentor.sanjaytolani.com/asc2025

This proven concept presentation has helped many top advisors worldwide close bigger cases over the years. Now, I want to show you step by step how to present it effectively to your clients. 😉

Comment "I want" if you’d like more videos like this!

🎉 A Huge Congratulations to Rusheedia Maduro from Curaçao! 🎉

Rusheedia has achieved an incredible milestone this year with her MDRT achievement, adding to her growing record of 3X MDRT. Her commitment to consistency and delivering high-quality advice sets her apart as a trusted financial advisor.

When asked for her advice to fellow financial advisors, Rusheedia shared:
"Be truly genuine in all your interactions with clients, this is the real service which cannot be bought, but creates a lasting impact.”

Let’s celebrate Rusheedia’s remarkable achievement and wish her continued success as she inspires advisors across Curaçao and beyond!

Are you an advisor in Curaçao ready to elevate your financial advising career? Join the Big Case Closer mentorship program and follow in the footsteps of leaders like Rusheedia.

Start your journey now >>> www.bigcasecloser.com

🎉 A Huge Congratulations to Joyce Hoo from Malaysia! 🎉

Joyce Hoo has achieved another incredible milestone this year with an MDRT achievement, adding to her outstanding record of 6X MDRT and 2X COT. Her dedication to making a meaningful impact and ensuring financial security for loved ones sets her apart as a true leader in the industry.

When asked for her advice to fellow financial advisors, Joyce shared:
"You have the power to make a difference. Never allow your loved ones to wait too long."

Let’s celebrate Joyce Hoo’s remarkable achievements and wish her continued success as she inspires advisors across Malaysia and beyond!

Are you an advisor in Malaysia ready to elevate your financial advising career? Join the Big Case Closer mentorship program and follow in the footsteps of leaders like Joyce Hoo.

Start your journey now >>> www.bigcasecloser.com

For decades, my father has used this Concept Presentation, and I proudly call it "My Father’s Presentation." Many top advisors have leveraged this to guide impactful conversations on income protection with their clients.

🚀 Want unlimited access to thousands of proven strategies, exclusive resources, and powerful tools to break into the High-Net-Worth market and close bigger deals in the next 12 months?

🔥 Join the Asset Structuring Club today: mentor.sanjaytolani.com/asc2025

Have you ever thought about one simple framework that helps you overcome any client objection as an advisor?

Here it is…

⚡️Learn more at Asset Structuring Club: mentor.sanjaytolani.com/asc2025

🎉 A Huge Congratulations to Jasmine Wong Ying Ying from Malaysia! 🎉

Jasmine Wong has achieved another incredible milestone this year with an MDRT achievement, adding to her growing record of 2X MDRT. Her dedication to meaningful conversations and continuous learning sets her apart as a true professional in the financial industry.

When asked for her advice to fellow financial advisors, Jasmine shared: "Enjoy the conversation! The art of meaningful dialogue is vital for unlocking endless possibilities in this field. I am grateful for the skills I gained through the BCC mentorship program. Each day, I strive to learn and enhance my conversational abilities to stay relevant."

Let’s celebrate Jasmine Wong’s remarkable achievements and wish her continued success as she inspires advisors across Malaysia and beyond!

Ready to elevate your financial advising career? Join the Big Case Closer mentorship program today!

Start your journey now >>> www.bigcasecloser.com

❤️‍🔥 A huge Thank You to everyone who joined Prospecting & Client Retention Mastery 2025!

It was incredible to see so many of you show up, engage, and commit to elevating your practice.

Last night, we didn’t just discuss strategies—we redefined how top advisors attract, retain & build trust with high-value clients.

Now that you know how to attract & retain clients… how do you increase case size & become irreplaceable?

Most advisors sell policies.
Top advisors?
They structure wealth, build multi-layered financial strategies & create long-term client dependency.

📌 That’s where Asset Structuring comes in.

🎯 30 more slots are now open for the Asset Structuring Club, an exclusive opportunity to learn:
✔ How to increase case size & commissions with the same clients
✔ Advanced strategies to become the go-to expert for HNW clients
✔ How top advisors handle bigger cases & higher retention

🚀 These slots won’t last—secure yours now: mentor.sanjaytolani.com/asc2025

Learn more at the upcoming Prospecting & Client Retention Mastery 2025 Live Session where I show you How to attract and keep high-value clients without high-pressure sales tactics.

⚡️Register here: mentor.sanjaytolani.com/pcrm2025

⁣

If you're a financial advisor watching this and want to level up your skills, don't miss the upcoming Prospecting & Client Retention Mastery 2025 Live Session where you can learn How to attract and keep high-value clients without high-pressure sales tactics.

⚡️Learn more here: mentor.sanjaytolani.com/pcrm2025

Most advisors think losing a client happens when they say:
“I need to think about it.”
“I’ve decided to go another direction.”
“We’ll revisit this later.”

But the real client loss happens silently - when they stop replying, stop engaging, and stop seeing you as their trusted advisor.

By the time you notice, it’s already too late.

📌 Why does this happen?
Because they found someone else who made them feel like more than just another transaction.

Retention isn’t just about customer service. It’s about how you position your value from day one.

If this sounds familiar, then you won’t want to miss Prospecting & Client Retention Mastery 2025.

In this session, you’ll learn:
✔ The three most common reasons HNW clients stop responding
✔ The system I use to re-engage disengaged clients.
✔ How to become an indispensable part of their wealth planning.

🎟 Only 41 seats left: https://bit.ly/4htdUGh

🌟 Meet 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.

At Prospecting & Client Retention Mastery 2025, Swee Lee will share the key strategies that have helped her attract high-value clients and earn their trust—without relying on sales pressure.

🗓 Date: 12th February 2025
🕗 Time: 8 PM (GMT+8)
📍 Location: Online

🔹 Early Bird spots are filling fast! Reserve yours now: https://bit.ly/4aU7Q7C

This Q1, gain insights from Swee Lee and other leading advisors on how to position yourself as the go-to expert and build a client base that lasts a lifetime. 🚀

🎉 A Huge Congratulations to Jessica Ng from Hong Kong! 🎉

Jessica Ng has achieved another incredible milestone this year with 2 MDRT achievements, adding to her outstanding record of 2X COT and 12X MDRT. Her dedication to continuous learning, hard work, and delivering the best financial advice sets her apart as a true leader in the industry.

When asked for her advice to fellow financial advisors, Jessica shared:
"Have a constant thirst for new knowledge, keep working hard, and give the best financial advice to your clients."

Let’s celebrate Jessica Ng’s remarkable achievements and wish her continued success as she inspires advisors across Hong Kong and beyond!

Are you an advisor in Hong Kong ready to elevate your financial advising career? Join the Big Case Closer mentorship program and follow in the footsteps of leaders like Jessica Ng.

Start your journey now >>> www.bigcasecloser.com

🌟 Meet Madhusudhan Gad: 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 Gad has spent over 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.

Join Madhusudhan Gad at Prospecting & Client Retention Mastery 2025 to gain insights into the strategies that have helped him build a referral-driven business, where clients become lifelong advocates.

🗓 Date: 12th February 2025
🕗 Time: 8 PM (GMT+8)
📍 Location: Online

Seats are limited—reserve yours now: https://bit.ly/4aU7Q7C

This Q1, learn from Madhusudhan Gad and other top advisors how to create a practice where trust drives growth, and selling becomes unnecessary. 🚀

🌟Good News! Registration for Prospecting & Client Retention Mastery 2025 is NOW OPEN!

📅 Date: 12 Feb 2025
🕖 Time: 8PM - 11PM (Singapore Time)
📍 Location: Online

At this 3-hour live session, you’ll get to learn:
✔ How to position yourself so clients see YOU as their go-to expert
✔ The exact strategy top advisors use to attract high-value clients (without chasing them)
✔ How to create trust instantly, so clients feel confident working with you

🎟 Limited (50% OFF) Early Bird Spots! Secure Yours Now: https://bit.ly/3WNLr5I

Spending time with my mentees in the USA and my mentor at the same table was an invaluable experience. We discussed the upcoming regulatory changes for 2025 and how families are increasingly integrating Universal Basic Income (UBI) strategies into their estate plans to ensure financial security across generations. The future of wealth preservation is evolving—are you prepared?

🎉 A Huge Congratulations to Grace Huang from Taiwan! 🎉

Grace Huang has achieved another incredible milestone this year with a prestigious COT achievement, adding to her impressive record of 1X COT and 4X MDRT. Her dedication to building a strong personal brand through expertise and trust continues to inspire financial advisors striving for excellence.

When asked for her advice to fellow financial advisors, Grace shared:
"Build your personal brand through expertise and trust."

Let’s celebrate Grace Huang’s outstanding achievements and wish her continued success as she inspires advisors across Taiwan and beyond!

Are you an advisor in Taiwan ready to elevate your financial advising career? Join the Big Case Closer mentorship program and follow in the footsteps of leaders like Grace Huang.

Start your journey now >>> www.bigcasecloser.com

Hey guys, I’m giving away 15 free passes to advisors who are serious about stepping up in 2025. If you want to join, here’s how:
✅ Comment below & tag 3 fellow advisors: “I’m ready to master prospecting with (Friend 1) & (Friend 2)!” ✅ Share this post for a bonus entry.

Follow this link to see the main post: https://www.facebook.com/sanjay.financialadvisor/posts/pfbid02RvgWUNgNhv4aJKNLiPyLomZTQjQqN8gjddZqyuKJPSmJrK6Ns12RLRK8Fng5JGxal

Best of luck!

🎉 A Huge Congratulations to Adeline Ko from Singapore! 🎉

Adeline Ko has achieved an incredible milestone this year with an MDRT achievement, adding to her growing record of 2X MDRT. Her commitment to continuous learning and mentorship has been instrumental in her success in the financial industry.

When asked for her advice to fellow financial advisors, Adeline shared: "Having mentors is essential for deeper learning and guidance. Growth comes from action after acquiring knowledge. I’ve learned so much in Sanjay Tolani’s BCC—his wealth of experience, deep industry knowledge, and selfless sharing have been truly valuable and beneficial."

Let’s celebrate Adeline Ko’s outstanding achievements and wish her continued success as she inspires advisors across Singapore and beyond!

Are you an advisor in Singapore ready to elevate your financial advising career? Join the Big Case Closer mentorship program and follow in the footsteps of leaders like Adeline Ko.

Start your journey now >>> www.bigcasecloser.com