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How To Find Clients As A New Insurance Agent? | Advice For New Financial Advisor | Dr. Sanjay Tolani
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“Dr. Sanjay, I’m a new insurance agent who haven’t had any existing clients yet… how can I generate new ones?”
Well, it’s very simple. If you’re a new advisor and don’t have any clients yet, do focus on the people you truly care about first… start a conversation with them. If you haven’t spoken to them for a very long time then just give them a call and find out how can you help them make their financial planning better. It’s just as simple as that…
AND if you find this video helpful, don't forget to SUBSCRIBE to this channel to help me hit 100K so that I can keep producing more valuable content for you! Cheers! 😉
⭐ Follow Dr. Sanjay Tolani
🎖 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 15 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 📕
Well, it’s very simple. If you’re a new advisor and don’t have any clients yet, do focus on the people you truly care about first… start a conversation with them. If you haven’t spoken to them for a very long time then just give them a call and find out how can you help them make their financial planning better. It’s just as simple as that…
AND if you find this video helpful, don't forget to SUBSCRIBE to this channel to help me hit 100K so that I can keep producing more valuable content for you! Cheers! 😉
⭐ Follow Dr. Sanjay Tolani
🎖 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 15 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 📕
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