The Financial Planning Book | Best Book To Value Add Your Clients | Dr Sanjay Tolani financial book

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[𝐓𝐡𝐞 𝐁𝐞𝐬𝐭 𝐁𝐨𝐨𝐤 𝐅𝐨𝐫 𝐘𝐨𝐮𝐫 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐓𝐨 𝐑𝐞𝐚𝐝 𝐓𝐨 𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠] 🕮⠀

Download The Financial Planning Book:

I know it is a tough period for many of us. 😔 The economy is looking bad and clients are thinking of reducing their coverage or withdrawing their policies. ⠀

To some of us, this might be a crisis but to hardworking advisors like you, this might just be the greatest opportunity of the lifetime.⠀

This is in fact the BEST TIME to increase your client base and reach out to as many people as you can to educate them on the importance of financial planning. ✅⠀

Why? Because clients now see the importance of having insurance. They will be worried about what happen to their loved ones if they are sick or not around anymore? Only YOU can help them!⠀

Here’s the good news, I’ve written a book: Financial Planning Book which helps your client to understand why they need financial planning and after reading it, I will encourage them to speak to you for advice.⠀

𝐈𝐧 𝐭𝐡𝐢𝐬 𝐛𝐨𝐨𝐤, 𝐲𝐨𝐮𝐫 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐰𝐢𝐥𝐥 𝐥𝐞𝐚𝐫𝐧:⠀

📌 𝗪𝗵𝘆 𝗗𝗼 𝗧𝗵𝗲𝘆 𝗡𝗲𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴? – I will tell them stories of what happen when they are lack of financial plannings, I will even share with them benefits of good financial planing. ⠀

📌 ​𝗧𝗵𝗲 𝟱 𝗦𝘁𝗮𝗴𝗲𝘀 𝗼𝗳 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 – I will share with them how to do their own financial planning and allow them to understand what insurance products are they currently lacking and in the urgent need to get them. ⠀

​📌 𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗱𝗼 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗯𝘂𝘆? – I will ask them 3 simple questions on the insurance graph and tell them exactly how much insurance they should buy.⠀

📌 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 – For the first time ever, I will explain to them the importance of savings and retirement planning. I will even explain why creating a source of income is important and could help them tide through tough periods. ⠀

​📌 𝟲 𝗖𝗼𝗺𝗺𝗼𝗻 𝗢𝗯𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀 – I will run through common objections faced when a person try to buy insurance and hopefully convince them the importance of insurance before you even approach them. ⠀

​​📌 𝗖𝗮𝗹𝗹 𝗧𝗼 𝗔𝗰𝘁𝗶𝗼𝗻 – The book ends off with me asking them to speak to their advisor. It will be good if you can pass this book to them with a note asking them to look at specific pages. This can create more interaction between you and them!⠀

And the list goes on… ⠀

For a limited time only, you can DOWNLOAD this book together with our bonus marketing guide for only $1. I really want to help you to gain confidence during this period of time and together, let’s make 2020 our best year!⠀

📩 Download the E-book here: .

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The Financial Planning Book | Best Book To Value Add Your Clients | Dr Sanjay Tolani

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The Financial Planning Book | Best Book To Value Add Your Clients | Dr Sanjay Tolani
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16 comments

darman susanto 07/09/2021 - 7:07 Chiều

I want to value add my clients with Johan, Melvin and Lilis

Reply
Ng Liteng 07/09/2021 - 7:07 Chiều

I want to value add my clients with Jane, John and Lily!!

Reply
Jane Chu 07/09/2021 - 7:07 Chiều

I want to add value to my clients, Rowena, Kim, Bibi.

Reply
kirana benjamonkolchai 07/09/2021 - 7:07 Chiều

Omg want to add value to my clients; David,Benny and Jeab

Reply
Florencio Garcia 07/09/2021 - 7:07 Chiều

I want to add value to my clients, Blanca, Maverick and Tony.

Reply
Velu Kumaravelu 07/09/2021 - 7:07 Chiều

I shared but no response for your promise

Reply
Bratayley Lover 07/09/2021 - 7:07 Chiều

Dr Sanjay I want value added my client; Lanie Ling; Jane Bong; Tina Ting

Reply
Amirtharaj Rathinam 07/09/2021 - 7:07 Chiều

Hi Dr.Sanjay, I want to value add my clients, Mr. Dinesh, Mr.Thiagu and Mr. Kumar

Reply
Nandakumar Mbnandakumar 07/09/2021 - 7:07 Chiều

You told to send a link to the client .After that should I wait for next day

Reply
Emmanuel Nti 07/09/2021 - 7:07 Chiều

Dr Sanjay i want to value added my client: Vincent, Ritchel and Bruce

Reply
LIFE INSURANCE CORPORATION SANJAY SWAMI 07/09/2021 - 7:07 Chiều

Please available in hindi

Reply
Celestine Pang 07/09/2021 - 7:07 Chiều

I want to value added to my clients with KennethNg, Vincent Yap & Kok Chun

Reply
Heru Gunawan 07/09/2021 - 7:07 Chiều

I want value add my clients

Reply
sachin 07/09/2021 - 7:07 Chiều

Please allow payment in INR through Debit card. Thanks

Reply
Johnedel Parco 07/09/2021 - 7:07 Chiều

Frist to comment hehe

Reply
Johnedel Parco 07/09/2021 - 7:07 Chiều

Frist to comment hehe

Reply

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