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In the past few days since we announced the 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸 launch date, I received numerous questions from many advisors on why I wrote the book. So here’s my answer in this video.
Just a few more days until the Retirement Planning Playbook is launched on 15 September! Are you excited? 🤩
In this book, you will learn:
⚫𝗛𝗼𝘄 𝗧𝗼 𝗖𝗿𝗲𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻 – I’ll discuss in details the 2 stages of retirement planning which 95% of advisors are not aware of.
⚫𝗔𝗕𝗖𝗗 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 – There is a specific investment strategy our clients MUST adopt when it comes to retirement planning. Master it and you will be able to add massive value to your clientele.
⚫𝗪𝗵𝗲𝗻 𝗜𝘀 𝗧𝗵𝗲 𝗕𝗲𝘀𝘁 𝗧𝗶𝗺𝗲 𝗧𝗼 𝗧𝗮𝗹𝗸 𝗔𝗯𝗼𝘂𝘁 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴? – 75% of advisors try to sell more when they need to hit targets, and completely miss out on all the perfect timings to open up the right conversations.
⚫𝗪𝗵𝗶𝗰𝗵 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝘀 𝗔𝗿𝗲 𝗕𝗲𝘀𝘁 𝗙𝗼𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴? – For the first time ever, not only will I be covering an insider overview on financial products, I’ll simplify the process so that you know exactly which product is best to recommend for any client.
⚫𝟰 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻𝘀 𝗕𝗲𝘀𝘁 𝗙𝗼𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 – these are concept presentations design specifically to cover RP.
⚫𝟵 𝗖𝗼𝗺𝗺𝗼𝗻 𝗢𝗯𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀 – I even include the scripts to handle them
⚫𝗖𝗹𝗼𝘀𝗶𝗻𝗴 𝗧𝗲𝗰𝗵𝗻𝗶𝗾𝘂𝗲𝘀 – I run through you step by step how to close a RP case & Add massive value to your client
⚫𝗧𝗵𝗲 “𝗕𝗶𝗴 𝗠𝗮𝗰” 𝗨𝗽𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝗠𝗲𝘁𝗵𝗼𝗱 – I’ll teach you how to get clients to save more without appearing pushy at all.
⚫𝟯 𝗖𝗼𝘀𝘁𝗹𝘆 𝗠𝗶𝘀𝘁𝗮𝗸𝗲𝘀 – that advisors always make… that makes clients NOT want to plan their retirement with them.
And the list goes on…
Click here to find out more info: https://bit.ly/2ktUgmC
🎖 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.
📕 Get A Copy Of Dr. Sanjay’s Tolani Book 📕
28 000 Book: https://bit.ly/2PWHGGg
Concept Presentation Playbook: http://bit.ly/2IGHzNc
The Objection Playbook: https://bit.ly/2pfSWC7
The Perfect Mindset Playbook: https://bit.ly/2IdZB8K
The Closing Playbook: https://bit.ly/2CtWud8
Dr Sanjay’s Book Bundle: http://bit.ly/2XiGp13