How To Get Clients As a Financial Advisor | Sales Maximization | Dr Sanjay Tolani


The Sales Maximizer Playbook: 🎖

In today’s video, I will be answering one of the most important question I get in this industry which is “How to get referrals?”. 😱

You see, I’ve always believed that referrals are dead and the reason is that the responses given by referrals are more likely to be worst than cold calls. Let’s be honest, you will probably be getting more rejections across time. This is one of the biggest problems I commonly see in the industry. 🤔

Therefore, what you should be focusing on is not getting referrals but getting a strong and solid recommendation. Here is one of the recordings from Final Sprint 2018 during the Q & A session I will be sharing on the difference between recommendation and referrals. I will also talk about my strategy on getting recommendations which I have been using since I joined the industry. 💯

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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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