Learn How To Close Your Presentations < 7Minutes
This book documents the exact step by step strategy to do your presentations. In this book you will learn:
This book documents the exact step by step strategy to do your presentations. In this book you will learn:

Strategies to transit from a conversation to a PRESENTATION

Essential Rules Of Concept Presentation

Types Of Concept Presentation 

Financial Planning Presentations

Costly Presentation Mistakes To Avoid

  • 2 Strategies to transit from a conversation to a PRESENTATION
  • 4 Essential Rules Of Concept Presentation
  • 5 Types Of Concept Presentation 
  •  21 Financial Planning Presentations
  •  6 Costly Presentation Mistakes To Avoid
This book is written for Sanjay Mentoring Family Only. To gain access to it, please join the family!
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From: Dr Sanjay Tolani

Your Personal Insurance Mentor
17 X MDRT, 2 X COT, 13 X TOT | 90 X MDRT in 2018
Dear Future Financial Planner,

Are you struggling to get your clients to say YES, even after you do your presentation? Are you presenting the same things over and over again to no avail? Well, the problem may just be your presentation itself.
The Concept Presentation Playbook was specifically designed to teach advisors like yourself on how to use a 7 minute conversation to close a deal with your clients.
Here's What You Can Expect To Learn:
  • How To Create Good First Impression - So Your Clients Like You & Is Willing To Listen To You
  •  How To Transit From Conversation To Presentation - So You Stop Wasting Time On Unnecessary Chit Chatting
  • 4 Essentail Rules Of Concept Presentation - That Will 2X Every Advisor Efficiency When follow 
  •  Rule of Thumb For Insurance - How Much Insurance Should You Buy?
  •  21 Financial Planning Presentations - Inclusive of Script & Examples
  •  6 Biggest Presentations Mistake - When avoided can increase your closing ratio by 17%
And the list goes on.. I even included my own personal journey explaining how I struggled as an agent which inspired me to document down these strategies till this day.

Remember: This book serves to provide the tips and strategies on how to do your presentation, but most importantly you have to apply and practice these strategies. I hope you enjoy reading the book as much as I enjoyed writing it!

    Dr Sanjay Tolani Has Already Helped Countless Financial Advisors Around The World...
    "I finally understand why my meetings are so long!! Now they are less than 30 minutes"
    What I really like about this book is it teaches me how to reduce my meeting time. I used to meet clients for 2 hours each and after reading this book, I change my presentation strategy, and now all my clients meeting are only about 20-25mins max. Thank you Dr. Sanjay for teaching me how to shift from chit chatting to financial planning presentations. 
    Mark, Financial Advisor, Singapore
    "I've been doing my whole sales strategy wrongly!... 2X Production"
    For the past 3 years, I have been using the product presentations taught by my trainer and somehow I find that something is missing. This book literally OPENED my eyes to insurance presentations. I never knew presentation could be made so easy and direct. I even learn the rule of thumb which i now share with my clients exactly how much insurance they need. After applying concept presentation, I 2X my production for the last 3 months.  
    Vinnie, Associate, Hong Kong
    "I gave my agent one book each, and my overall sales increased by 50%"
    I took Dr. Sanjay advice and give one book to each of my agent. I forced them to read the book and apply the strategies inside for a month. Within months, I saw a huge improvement in my agent's sales. When I asked them why? They said the strategies in the book are highly applicable and easier to implement. I also showed them Dr Sanjay presentation videos on YouTube.
    Nicholas, Insurance Director, Malaysia
    What Can You Expect?
    Frequently Asked Questions 
    Who is Dr Sanjay Tolani?
    Dr Sanjay Tolani, a 17-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table & 13 Top of the Table honors.

    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.

    In 2018, Dr Sanjay achieved 90 MDRT alone and has documented his unique presentation strategies in the book . 
    Will Dr Sanjay's Book be relevant to us?
    Absolutely! This is because even though Dr Sanjay is based in Dubai, his clients come from 53 countries including Singapore and Malaysia. As his clients here in Singapore and Malaysia are savvy and educated, he is intimately familiar with our taxation rules, industry regulations and even behaviors of the locals here.
    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. Hence this is NOT a recruitment campaign for any private practice or whatsoever.
    His intent is to pay it forward and raise the standards in the financial service industry. This way, everyone wins! You'll like to also know that this is not for profit.
    Where do you ship to?
    We ship to all countries. If we are unable to ship to your location due to high shipping cost, we will refund the full amount back to you. 
    How often do the book sell out?
    We only print a small batch every 2 months. So if it is sold out, you will have to wait for 21 days. Apologize for the delay. 
    How long does the shipping takes?
    As our book is always out of stock, it typically takes up to 21 days to reach you. If the book delivery exceed 21 days, we will email to notify you separately. 
    Can I buy in bulk?
    We have limited numbers of books printed. So please buy early to avoid disappointment.
    Why is Dr Sanjay promoting his book?
    Dr Sanjay wants to help more financial advisers to leverage on his expertise and knowledge to serve more prospects. We have limited quantities of books, so it comes on a first come first serve basis. 
    Can I get the book from the bookstore near me?
    No. We currently only do online delivery but we are considering to expand and reach out to bookstores in 2020. 
    The book is sold out. When will you restock?
    We usually take about 1-3 months for the new batch to be printed.
    Dr. Sanjay Tolani All Rights Reserved 2019