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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
17 X MDRT, 2 X COT, 13 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
  • 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 books. So if you cannot purchase it means it has been sold out. 
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Sanjay Tolani Has Already Helped Countless Financial Advisors Around The World...
ONCE YOU CHANGE YOUR MINDSET, EVERYTHING CHANGES
“I tested the perfect mindset framework and currently I'm meeting more clients than before. I double the number of clients I am meeting just by changing my mindset."
Amanda, Insurance Director, Singapore
"The strategies learnt from the successful advisers is really applicable. Never thought that what i've been doing so far is wrong....  Thank You Sanjay"
Raymond, Malaysia
"I truly admire how these advisors overcome their challenges. This book is really a good read especially for those starting out in this career. "
Linda, Associate, Singapore
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.              
NAJI HADDAD - THE LEGACY BUILDER
Naji is a financial advisor with almost 16 years of experience. He also specialized in legacy planning (a financial strategy that prepares a person to bequeath his or her assets to a loved one or next of kin after death).He started out his career in the banking sector and spent 5 years there.
He made the choice to join the financial advisory industry in 2002. After a few years of trial and tribulation, he achieved the coveted MDRT in 2008, and has not looked back since. 

NAJI HADDAD - THE LEGACY BUILDER
Naji is a financial advisor with almost 16 years of experience. He also specialized in legacy planning (a financial strategy that prepares a person to bequeath his or her assets to a loved one or next of kin after death).He started out his career in the banking sector and spent 5 years there.
He made the choice to join the financial advisory industry in 2002. After a few years of trial and tribulation, he achieved the coveted MDRT in 2008, and has not looked back since.

JONG THIAN LUNG - PROCRASTINATOR TURNED SALES CHAMPION
Jong Thian Lung hails from Kuching, Malaysia. He was born in a small town called Sibu. At the age of 15, he left Malaysia and went to study in Los Angeles. He has a Bachelor’s Degree in Communication Studies and Master’s Degree in Public Administration.  
He made a homecoming in 2001 and joined the insurance industry in 2006. In a span of three years, he entered the ranks of MDRT for the first time. Fast forward to today, he’s consistently the top performer in his industry and one of the best in Malaysia. 
MIKI NAGUMO - CHARISMATIC ATTRACTION
Miki is an established financial advisor hailing from Japan, with a speciality in selling policies to business owners. She joined the industry in 2009 and has had a meteoric rise since. In just one year, she qualified for MDRT and to date has achieved MDRT 9 times. 
Outside work, she is anything but average. Besides being a pilot, she is also a Harley Davidson biker and a professional diver. To add to that, she has even done Japanese traditional dances at fashion shows as well. She truly is a well-rounded individual.

MIKI NAGUMO - CHARISMATIC ATTRACTION
Miki is an established financial advisor hailing from Japan, with a speciality in selling policies to business owners. She joined the industry in 2009 and has had a meteoric rise since. In just one year, she qualified for MDRT and to date has achieved MDRT 9 times. 
Outside work, she is anything but average. Besides being a pilot, she is also a Harley Davidson biker and a professional diver. To add to that, she has even done Japanese traditional dances at fashion shows as well. She truly is a well-rounded individual.

FIGURADO CARLO B. PLAZA - MR “NEVER GIVE UP”
Figurado Carlo B. Plaza, aka Jun is one of the leading financial advisors in his hometown of the Philippines.
He was born into a powerful family, his father used to be the mayor of his town for 18 years while his mom was a congress-woman for 12 years. Given his family background, insurance was (in his own words) a very embarrassing career choice and there were other industries his parents wanted him to do.
He got his break in his third year, making it into MDRT in Q4, hitting 2.5 times the MDRT requirement. Thinking it was a fluke, he became even hungrier to prove himself and went all out to regain his titles the following years. He did so in fine style, going all the way to becoming a COT. 

YEE VON - THE RISING STAR
Yee Von is a 3X MDRT recipient and a growing star in her hometown in Malaysia.
She joined in July 2012 and made the incentive trip in her first year.
From then on, she has been going from strength to strength. Slowly climbing up the ranks to be one of the most noticeable faces in the industry.

YEE VON - THE RISING STAR
Yee Von is a 3X MDRT recipient and a growing star in her hometown in Malaysia.
She joined in July 2012 and made the incentive trip in her first year.
From then on, she has been going from strength to strength. Slowly climbing up the ranks to be one of the most noticeable faces in the industry.

DISCOVER THE FOLLOWING SECRETS FROM THEM... 
  • 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.
  •  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.
  •  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.

  • 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.
  •  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.
  •  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 
 Who is Dr. Sanjay Tolani?
Sanjay Tolani, a 17-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table & 13 Top of the Table honors.

He became the youngest member in 2003 at the age of 19 and then qualified as the Youngest Life Member in 2012 at the age of 28. He also became the Youngest Managing Director of an Insurance Brokerage in the Middle East.
Will Dr. Sanjay's Book be relevant to us?
Absolutely! This is because even though 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, 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.
*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?
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
Dr. Sanjay Tolani All Rights Reserved 2018
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