6 Costly Mistakes Advisors Make When Doing Presentation | How To Sell Insurance | Dr. Sanjay Tolani

Are you struggling to get your clients to say YES, even after you do your presentation? Are you presenting the same things over and over again to no avail? Well, the problem may just be your presentation itself…

In my book – The Concept Presentation Playbook, I documented the exact step by step strategy to do your presentations. You will learn:

✅ 2 Strategies to transit from a conversation to a Presentation
✅ 4 Essential Rules Of Concept Presentation
✅ 5 Types Of Concept Presentation
✅ 21 Financial Planning Presentations
✅ 6 Costly Presentation Mistakes To Avoid

I want you to watch this video where I share with you the 6 Costly Presentation Mistakes To Avoid when you’re doing your presentation.

If you find it useful, comment “I like this video” so I know I should produce more such video for you. 🤗

Thanks for watching and see you in the next video!

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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 14 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 📕

[satihari]

I'm future financial advisor,
now beginning my career as advisor and this help me alot. Thank you Sanjay sir.

[TheInsuranceDudes]

You must bring the energy! Love this list!!

[mgr]

Sanjay, I'm guessing your 20-minute meetings is concentrated solely on getting a commitment and worrying about the tedious fact-find later. Loved the bit about going to sleep. You are spot-on.

[keerthankeerthikkkumar]

Great, all the mistake we do when presenting in front of other is clearly identified by you sir. Thank you for your beautiful advice. Keep doing great work.

[nsomenath]

Beautiful Sir.. Very True Mistakes that's are..

[VishalGupta-fqhu]

You are awesome of all hanumans 😀👏🏻👏🏻👏🏻👏🏻

[kamleshsanghavi]

Dear Sanjayji, U r the best person on the planet do u know ? V love ❤️u bro

[captaintoes]

I cant get enough of your presentations. Thank you Sanjay <3

[retribution]

Impossible to do a presentation in a few minutes. You must get to know the client and complete a fact find and discuss your product solutions. All of that will take an hour. Sure you could do your concept in 5 minutes but then you must do the rest. Also a client won't buy from you if he met u 5 minutes ago. It takes time to build trust.

[vikaschander]

I got confuse and hesitate to do follow up with my prospect after 2 reminder call. Should we continue until not come on any conclusion ?

[fififinance]

I made the plan to achieve FIRE in the next 5 years! Wish me luck he he. Though I probably wont be retiring early, it's nice to have the option to do so. 🖖

[ushagajwani]

Thank you Dr Sanjay sir I am great great of your learning from you always🙏❤️

[retribution]

Pure investment products give better returns.