😨Do you know that 90% of financial advisors are 𝗦𝗧𝗥𝗨𝗚𝗚𝗟𝗜𝗡𝗚 to learn how to start their presentation? ✅https://bit.ly/2XdLJWi How it that even possible❓ Well…. Many advisors are focusing their time on learning how to build rapport, referral, objections etc… BUT FAIL to realise that what they lack is knowing how to transit from a chit-chatting conversation to a presentation.😱 The great news is… I’ve documented my strategy in the 𝐂𝐨𝐧𝐜𝐞𝐩𝐭 𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 𝐏𝐥𝐚𝐲𝐛𝐨𝐨𝐤.
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If you are a financial advisor, 𝘄𝗮𝘁𝗰𝗵 𝘁𝗵𝗶𝘀 𝘃𝗶𝗱𝗲𝗼 as I explain to you why estate planning is important for you and your clients ✅😊 To give you a brief overview, Estate Planning is the process of transferring wealth from one generation to the next generation. 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝗯𝗹𝗲 𝘁𝗼 𝗘𝗩𝗘𝗥𝗬𝗢𝗡𝗘, including those with just a single property. So it doesn’t really matter how wealthy you are; Estate Planning is pretty much for everyone who has an
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Introducing Asset Structuring Club! For financial advisors who wants to bring their knowledge & expertise to the next level. I've been looking for a way for me to teach advisors what I know about entering HNW Market and this year is just the start of the journey. Join me now or maybe later? | Dr. Sanjay Tolani - Financial Advisor & Coach
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