Home » How To Do A Presentation For Financial Advisor | The Presentation Matrix | Dr Sanjay Tolani financial advisor

How To Do A Presentation For Financial Advisor | The Presentation Matrix | Dr Sanjay Tolani financial advisor

by Langsongshipin123



ATTENTION FINANCIAL ADVISOR WHO STILL DO NOT HAVE A WINNING PRESENTATION…

Concept Presentation Playbook:

How would you like if i show you the EXACT presentation matrix that has help me achieved 90 MDRT last year? This is a matrix that I’ve use to find winning presentations for the last 17 years.

In the past 17 years, I have done over 100 of financial planning presentations and realised that there is no 1 winning presentation that can be use on all clients…

Imagine you have the ability to know exactly which presentation to be use for which type of clients, wouldn’t this increase your closing ratio?

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Each presentation has a different pain point. Each presentation has a different type of client that you can work with and each presentation makes you STRONGER.

So make your own Presentation Matrix and fully understand which presentation you have to master for specific clients, this will definitely bring you to a new level.

⭐️ Follow Dr. Sanjay Tolani ⭐️
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🎖 Who is Dr Sanjay Tolani? 🎖
Dr. Sanjay Tolani, became the “youngest member” at the age of 19 and the “youngest life member” at the Age of 28 to the Million Dollar Round Table (MDRT). He also has 13 Top of the Table Qualifications (TOT), which is considered the pinnacle of the financial services profession. To top things off, he is also the youngest Managing Director of an insurance brokerage in the Middle East.

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📕 Get A Copy Of Dr. Sanjay’s Tolani Book 📕
28 000 Book:
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The Perfect Mindset Playbook:
The Closing Playbook:
Dr Sanjay’s Book Bundle: .

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How To Do A Presentation For Financial Advisor | The Presentation Matrix | Dr Sanjay Tolani

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How To Do A Presentation For Financial Advisor | The Presentation Matrix | Dr Sanjay Tolani
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23 comments

Ravinder Swami 07/09/2021 - 10:32 PM

Simply wonderfully…

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Maxine Gordon 07/09/2021 - 10:32 PM

Please send me the book..

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Muhamad Firdaus 07/09/2021 - 10:32 PM

There is one more..medical card..i dont know why ppl always love medical card

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Jimmy Lee 07/09/2021 - 10:32 PM

I have entered the giveaway Dr Sanjay!

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Pisisi Gboo official 07/09/2021 - 10:32 PM

You are right, not everyone will share their ideas with you in this industry. I am so new to this industry. There is an advisor in my office who qualified for MDRT in 2019 but he won't share his strategies with you at all. When you ask him for ideas, he will just say 'it's hard work and determination." But I believe what you are doing is great! I was able to close a two cases last week when I applied your 28k strategy. Thank you for helping me. God bless you.
Please keep helping us. I have a dream of meeting you one day.

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Rivers Amadeus 07/09/2021 - 10:32 PM

Im stalking your ways. in a good sense… thanks!

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Pooh Hui 07/09/2021 - 10:32 PM

Hi Sanjay. Why do advisors sell investment linked policy?

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Mohammed Ismail 07/09/2021 - 10:32 PM

What is the cost

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Saravanan manickam 07/09/2021 - 10:32 PM

Hi, your videos reshaping our mindsets for a better financial advisors. Thx

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ebir forms 07/09/2021 - 10:32 PM

Hi,

can someone tell me what "TP" stands for among all other presentations?

Thank you so much in advance.

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Santosh Shelke 07/09/2021 - 10:32 PM

Hi
Great to hear you done 90 mdrt
But how you do it with how many no of people you meet pls tell

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Bảo hiểm Sư Hoàng Hiếu 07/09/2021 - 10:32 PM

so interesting video!!! Your contents so helpful!!! Can you share the Roots & Tree presentation for us to apply?. Tks!

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nand kishor 07/09/2021 - 10:32 PM

It is in hindi ?

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Umesh Sam 07/09/2021 - 10:32 PM

Hi Dr. Tolani.. Absolutely Amazing content!!! Helps to strategize our approach and be a lot more effective. if you can share, l'd like to know how you make an appointment over the phone and it's do's and dont's? I'm fairly new to the field that is why. Thanks!

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Nekat Evals 07/09/2021 - 10:32 PM

PIPAL!!!!

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Lim Kaixian 07/09/2021 - 10:32 PM

Thanks for the video, Dr Sanjay. May I ask what is "TP"?

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Amit Tahiliani 07/09/2021 - 10:32 PM

Hello Sir do u have any seminars in India and sir these presentations will work for people in india ?

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syed hizami muzhafar 07/09/2021 - 10:32 PM

How can i get the book ?

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乐米Raymie 07/09/2021 - 10:32 PM

Already purchased the book online two weeks ago but yet to receive it.

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Fredrick Claud 07/09/2021 - 10:32 PM

Thanks Dr Sanjay,, but i need to know about tree and root presentation,,,,how is it,,,

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Nick Garter 07/09/2021 - 10:32 PM

Hi Dr. Tolani. Thanks for this new video. I always get value from your contents. Looking forward to your new videos.

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Tanveer Faridi 07/09/2021 - 10:32 PM

Great idea for all
Thanks Dear sanjay

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Aldous Coroza 07/09/2021 - 10:32 PM

Thank you Sanjay. Now I know

Reply

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