How to Maximize Case Size For Financial Advisor | Sales Maximizer Triangle | Dr Sanjay Tolani


Check out the Sales Maximizer book here:

In this video, Dr Sanjay shares with you how to maximize your case size and increase the value you bring to your clients.

The Sales Maximizer Triangle has one primary goal which is to increase the client value for you. Here are 3 BENEFITS of applying the Sales Maximiser Triangle:

1. It is expensive to acquire new clients so selling to existing clients is easier and it increases your sales
2. Clients feel more treasured even though you sell them more
3. Selling more allows you to have a longer relationship with your clients

If you have any questions related to the Sales Maximizer Triangle or how to maximize your case, leave a comment below and I will answer it for you. Thanks for watching!

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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.