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



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.

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

  1. 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.

  2. 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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