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In this perfect mindset book, you will find out how success leaves clues, and how you can learn proven steps to get ahead. You see, we've interviewed 6 successful financial advisors from different countries and dived deep into the specific strategies they used to succeed in their field.
Case Studies Of Successful Financial Advisors
Mindset Changes To Adopt To Make Strides In Your Career
The Perfect Mindset Framework That Will Triple Your Sales
6 Case Studies Of Successful Financial Advisors
7 Mindset Changes To Adopt To Make Strides In Your Career
The Perfect Mindset Framework That Will Triple Your Sales
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From: Dr Sanjay Tolani
Your Personal Insurance Mentor
16X MDRT, 2 X COT, 12 X TOT
Dear Future Financial Planner,
Have you ever wondered why some financial advisors achieve success quicker than you do? Or why that colleague at work is ahead even though you are no less capable? Are you the type who writes off other people's success as luck?
In this perfect mindset book, you will find out how success leaves clues, and how you can learn proven steps to get ahead.
You see, we've interviewed 6 successful financial advisors from different countries and dived deep into the specific strategies they used to succeed in their field.
Here's What You Can Expect To Learn:
- 6 case studies of successful financial advisors
- 7 mindset changes to adopt to make strides in your career
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The perfect mindset framework that will triple your sales
Remember: This book serves to help you understand how others succeed with a RIGHT mindset so you got no excuse to be lazy!
P.s.We have limited copies of this book. So if you cannot purchase it means it has been sold out.
Dr Sanjay Tolani Has Already Helped Countless Financial Advisors Around The World...
ONCE YOU CHANGE YOUR MINDSET, EVERYTHING CHANGES
"The Perfect Mindset Framework helped me align my priorities, changed my mindset towards a positive direction and pushed me out of my comfort zone."
Cynthia, Independent Financial Advisor, Singapore
"These Top Financial Advisors gave really great advice through their real life experiences, I learnt so much from their mistakes, felt like I took a big shortcut!"
Gary, Associate, Hong Kong
“It is very impactful to see how these role models overcame their hurdles in the financial industry, I strive to be as great as them and maybe one day I will have my own segment in The Perfect Mindset Playbook"
Stanley, Insurance Director, Malaysia
ABOUT THE ADVISORS & THEIR STRATEGIES
DR. SANJAY TOLANI - THE FAMILY LEADER
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 12 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.
LEROY DALLAS - JAMAICA
Leroy has been in the Life Insurance business for over 16 years under Guardian Life in his country Jamaica. He has served as the MDRT representative for Jamaica from 2006-2007 and MDRT Zone Chair for the Caribbean from 2007-2008 and again from 2008-2009.
He has also been on the panel of many MDRT committees and written many articles for the MDRT magazine “Round the Table” over the last 12 years.
LEROY DALLAS - JAMAICA
JENNY YEOH - MALAYSIA
Jenny Yeoh has a list of accolades that would impress any financial agent. She is the first agent in the history of Prudential in Malaysia for over 80 years (as well the first lady ever) to have the record of achieving the prestigious award as a Star Club President and Top of the Table (TOT) award & International Gold Dragon Award 2006.
Previously, Jenny was a nurse who cared deeply for patients. She witnessed firsthand how illness and unexpected accidents took a toll on those that were under her care, both physically and mentally.
IKA SOLICHA - INDONESIA
Ika is a rising star in the insurance industry. The youngest child of seven siblings, she was born and raised in Surabaya. Her first achievement was getting the best student award in her elementary school when she was 10. Since then, her drive to succeed has been a fundamental character trait of hers.
Ika previously worked as a flight attendant for 11 years, travelling across the world and collecting memorable experiences. After she had her first child, she decided to quit and join the insurance industry. This year marks her 10th year practicing insurance.
IKA SOLICHA - INDONESIA
Ika is a rising star in the insurance industry. The youngest child of seven siblings, she was born and raised in Surabaya. Her first achievement was getting the best student award in her elementary school when she was 10. Since then, her drive to succeed has been a fundamental character trait of hers.
Ika previously worked as a flight attendant for 11 years, travelling across the world and collecting memorable experiences. After she had her first child, she decided to quit and join the insurance industry. This year marks her 10th year practicing insurance.
HARIZ MALOY - SINGAPORE
Hariz is a relatively new Financial Advisor who has about 1 year of experience in the industry under his belt. He joined the industry coming from a Digital Marketing background after making more than half a million dollars through providing digital marketing solutions for his previous company.
Previously, Hariz was teaching business owners and professionals alike how to run advertisements effectively on Facebook. He crafted out detailed marketing strategies to get relevant leads and multiplied sales for various businesses over a short period of time.
PEGGY TSAI - TAIWAN
Peggy Tsai is from Taiwan. Not only is she diligent, passionate and loving, she is known to be a perfectionist. There is a tiny difference between her and everyone else which therein lies the key to becoming a winner. You see, Peggy has a unique viewpoint which she calls the “Whole Person” concept. She implements this concept in her day-to-day insurance business and attributes most of her success to it.
PEGGY TSAI - TAIWAN
Peggy Tsai is from Taiwan. Not only is she diligent, passionate and loving, she is known to be a perfectionist. There is a tiny difference between her and everyone else which therein lies the key to becoming a winner.
You see, Peggy has a unique viewpoint which she calls the “Whole Person” concept. She implements this concept in her day-to-day insurance business and attributes most of her success to it.
- Why did you want to join this career? - This is to provide you a glimpse on how these ordinary advisors from all walks of life got started. It is for you to understand that even with the most unusual of starting points, they could get to where they are now - and so can you.
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Any favorite quote(s)? Why these quotes? - This question is for you to understand their belief systems better. It will help you realize some of the values they live by and why these values contribute to their success.
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What factors contribute to your current success? - This is for you to understand the factors that gave them exponential growth and if you can copy it, you’ll probably achieve close to something similar.
- How did you get your first few prospects? - This question is especially for young agents. It’s meant to help you understand that there is no magic prospecting strategy in our industry and that everyone struggles with prospecting in the early days.
- Has there been an incident that almost caused you to give up? - This question was asked to show you that successful people do fail, usually more than the average person. You will see how these 5 advisors adopted the right mindset to tide them through the bad times. Hopefully, this will teach you that in life, the perspective you have of your circumstances are a lot more important than the circumstances themselves.
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Did you have any mentors that helped you along the way? - No man is an island. This question was asked to help you understand that behind every successful person are people who vouched for him/her. This will hopefully inspire you to take more ownership of your working relationships.
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What advice would you give a new agent? - The question highlights practical advice and potential pitfalls, so that you can benefit from the experience that the success stories have been through.
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What is one thing you want to do to grow your business? - This provides a glimpse on how our industry is changing from their personal perspective. It will allow you to keep up with the shifting trends in insurance.
Frequently Asked Questions
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.
Why is the international shipping fees US$14.90?
This is the price quoted by our 3rd party shipping company. Some countries are cheaper to ship while others are more expensive to ship. This is why we were quoted a fix price for shipping.
*The interviews in this book are the personal opinion of the interviewee and are not modified by the author for the readers. The author does not promote any interviewee or holds any responsibility for the opinions or strategies of the interviewee.*
Where do you ship to?
We 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 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. This book is meant for people in the family only.
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 2019.
The book is sold out. When will you restock?
We usually take about 1-3 months for the new batch to be printed
Why is the book FREE?
The purpose of this book is to value add the financial planning industry. Dr Sanjay's purpose is to help as many advisors as he can. If you have something that you want to share do write to me@sanjaytolani.com
I have the Red Perfect Mindset Playbook. What is the difference between the blue and the red?
The blue perfect mindset playbook documents similar content from the red one. The only difference is the interview segment. In the new perfect mindset playbook, we interview another 5 top advisors and have them sharing with us their experiences and strategies. So if you want to learn more strategies, get both of the book. I''m sure all the advisors interviewed in the book will give you a different perspective about financial planning!