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In this perfect mindset book, you will find out how success leaves clues, and how you can learn proven steps to get ahead. You see, we've interviewed 6 successful financial advisors from different countries and dived deep into the specific strategies they used to succeed in their field.

Case Studies Of Successful Financial Advisors

Mindset Changes To Adopt To Make Strides In Your Career

The Perfect Mindset Framework That Will Triple Your Sales 

6 Case Studies Of Successful Financial Advisors
7 Mindset Changes To Adopt To Make Strides In Your Career
The Perfect Mindset Framework That Will Triple Your Sales 
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From: Dr Sanjay Tolani

Your Personal Insurance Mentor
17 X MDRT, 2 X COT, 13 X TOT
Dear Future Financial Planner,
 
Have you ever wondered why some financial advisors achieve success quicker than you do? Or why that colleague at work is ahead even though you are no less capable? Are you the type who writes off other people's success as luck?
In this perfect mindset book, you will find out how success leaves clues, and how you can learn proven steps to get ahead. 

You see, we've interviewed 6 successful financial advisors from different countries and dived deep into the specific strategies they used to succeed in their field.
Here's What You Can Expect To Learn:
  • 6 case studies of successful financial advisors
  • 7 mindset changes to adopt to make strides in your career
  • The perfect mindset framework that will triple your sales 
Remember: This book serves to help you understand how others succeed with a RIGHT mindset so you got no excuse to be lazy!
P.s.We have limited copies of this book. So if you cannot purchase it means it has been sold out. 
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Dr Sanjay Tolani Has Already Helped Countless Financial Advisors Around The World...
ONCE YOU CHANGE YOUR MINDSET, EVERYTHING CHANGES
"The Perfect Mindset Framework helped me align my priorities, changed my mindset towards a positive direction and pushed me out of my comfort zone."
Janet, Independent Financial Advisor, Singapore
"I have the blue perfect mindset playbook. But after reading the green one, I have never regretted getting both. To me what is important is the strategies shared by the 5 new advisors."
Phillip, Associate, Malaysia
“It is very impactful to see how these role models overcame their hurdles in this industry. Whenever I am down, I pick up the book and read about the stories of these advisors and they give me the motivation to push for my sales."
Aaron, Insurance Director, Philippines
ABOUT THE ADVISORS & THEIR STRATEGIES  
DR. SANJAY TOLANI - THE FAMILY LEADER
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.              
SARAH LEE - SINGAPORE
Sarah has been in the financial services industry for 23 years. Currently, the Assistant Vice President with Manulife Financial Advisors. Professionally, Sarah, a Qualifying & Life Member of the prestigious Million Dollar Round Table, also holds both the industry accredited Certified Financial Planner and Chartered Financial Consultant designations.

Sarah is also a consistent Industry award winning producer with a track record of 21 years of Million Dollar Round Table qualifications with 1 Court of the Table in 2016.
SARAH LEE - SINGAPORE
Sarah has been in the financial services industry for 23 years. Currently, the Assistant Vice President with Manulife Financial Advisors. Professionally, Sarah, a Qualifying & Life Member of the prestigious Million Dollar Round Table, also holds both the industry accredited Certified Financial Planner and Chartered Financial Consultant designations.

Sarah is also a consistent Industry award winning producer with a track record of 21 years of Million Dollar Round Table qualifications with 1 Court of the Table in 2016.
LUTFIA ANDAYANI - INDONESIA
Lutifia Andayani is a bright and energetic woman who never fails to light up the room. Currently, she holds the title of Manulife Unit Manager in Indonesia. She quickly rose up the ranks when she started, attending the Beijing Sales Conference in 2012.

In 2016, She qualified and attended MDRT Orlando and was conveyed the title of Syariah Top Producers for Bright Star Territory. She was also the top unit manager in the Champions District.
DARREN WOO - PHILIPPINES
Darren Woo Go is an executive branch manager of AXA Philippines. Always the high achiever, Darren been awarded agency leader of AXA 9 years in a row (2010-2018).

Born in 1977, he is the only child who came from a humble background. After graduating with a Bachelor of Arts in Psychology, his passion in business led him to venture into several businesses like water distribution, buy & sell of pre-owned cars, motorcycle sales and for the longest of time — food that led him to pursue a career as a chef which he learned from various hawker stalls in his numerous visits in Malaysia, Singapore and Hongkong. Twelve years ago, he was introduced to the world of insurance by his wife Joy, who started two years ahead of him.
DARREN WOO - PHILIPPINES
Darren Woo Go is an executive branch manager of AXA Philippines. Always the high achiever, Darren been awarded agency leader of AXA 9 years in a row (2010-2018).

Born in 1977, he is the only child who came from a humble background. After graduating with a Bachelor of Arts in Psychology, his passion in business led him to venture into several businesses like water distribution, buy & sell of pre-owned cars, motorcycle sales and for the longest of time — food that led him to pursue a career as a chef which he learned from various hawker stalls in his numerous visits in Malaysia, Singapore and Hongkong. Twelve years ago, he was introduced to the world of insurance by his wife Joy, who started two years ahead of him.
PECKY WONG - HONG KONG
Pecky is a highly accomplished and self motivated person with over 30 years of experience in financial advisory services and leadership expertise.

Apart from that, she has been dedicating herself in MDRT (Million Dollar Round Table) Organization since 1998, by volunteering in the MDRT Committee globally, and now becoming the Divisional Vice President of MDRT’s Membership Communications Committee. She was awarded Outstanding Agent of the Year Top 3 at The Hong Kong Insurance Awards and reached TOT status in 2017.
JOEY YAP - MALAYSIA
Joey’s track record in the industry has been nothing short of remarkable. She has qualified MDRT 3 Times; most recently, clinched the prestigious Quality Business Award.

Throughout all this while, what is most impressive is this: She has kept 95% above persistency in her sales target all these years.
JOEY YAP AI NIE - MALAYSIA
Joey’s track record in the industry has been nothing short of remarkable. She has qualified MDRT 3 Times; most recently, clinched the prestigious Quality Business Award.

Throughout all this while, what is most impressive is this: She has kept 95% above persistency in her sales target all these years.
DISCOVER THE FOLLOWING SECRETS FROM THEM... 
  • ​Why did you want to join this career? - This is to provide you a glimpse on how these ordinary advisors from all walks of life got started. It is for you to understand that even with the most unusual of starting points, they could get to where they are now - and so can you.
  •  Any favorite quote(s)? Why these quotes? - This question is for you to understand their belief systems better. It will help you realize some of the values they live by and why these values contribute to their success.
  •  What factors contribute to your current success? - This is for you to understand the factors that gave them exponential growth and if you can copy it, you’ll probably achieve close to something similar. 
  •  How did you get your first few prospects? - This question is especially for young agents. It’s meant to help you understand that there is no magic prospecting strategy in our industry and that everyone struggles with prospecting in the early days.
  •  Has there been an incident that almost caused you to give up? - This question was asked to show you that successful people do fail, usually more than the average person. You will see how these 5 advisors adopted the right mindset to tide them through the bad times. Hopefully, this will teach you that in life, the perspective you have of your circumstances are a lot more important than the circumstances themselves.
  • ​Did you have any mentors that helped you along the way? - No man is an island. This question was asked to help you understand that behind every successful person are people who vouched for him/her. This will hopefully inspire you to take more ownership of your working relationships.
  •  What advice would you give a new agent? - The question highlights practical advice and potential pitfalls, so that you can benefit from the experience that the success stories have been through.
  •  What is one thing you want to do to grow your business? - This provides a glimpse on how our industry is changing from their personal perspective. It will allow you to keep up with the shifting trends in insurance.
Frequently Asked Questions 
 Who is Dr Sanjay Tolani?
Dr Sanjay Tolani, a 17-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table & 13 Top of the Table honors.

He became the youngest member in 2003 at the age of 19 and then qualified as the Youngest Life Member in 2012 at the age of 28. He also became the Youngest Managing Director of an Insurance Brokerage in the Middle East.
Will Dr Sanjay's Book be relevant to us?
Absolutely! This is because even though Dr Sanjay is based in Dubai, his clients come from 53 countries including Singapore and Malaysia. As his clients here in Singapore and Malaysia are savvy and educated, he is intimately familiar with our taxation rules, industry regulations and even behaviors of the locals here.
Why is Dr Sanjay so generous in sharing his trade secrets? Is there a catch?
For starters, Dr Sanjay is a solo practitioner. He doesn't manage an agency and has no intention to build one. That's not his focus. Hence this is NOT a recruitment campaign for any private practice or whatsoever. 

His intent is to pay it forward and raise the standards in the financial service industry. This way, everyone wins! You'll like to also know that this is not for profit.
Why is the international shipping fees US$14.90?
This is the price quoted by our 3rd party shipping company. Some countries are cheaper to ship while others are more expensive to ship. This is why we were quoted a fix price for shipping.
*The interviews in this book are the personal opinion of the interviewee and are not modified by the author for the readers. The author does not promote any interviewee or holds any responsibility for the opinions or strategies of the interviewee.*
Where do you ship to?
We all countries. If we are unable to ship to your location due to high shipping cost, we will refund the full amount back to you. 
How long does the shipping takes?
As our book is always out of stock, it typically takes up to 21 days to reach you. If the book delivery exceed 21 days, we will email to notify you separately. 
Can I buy in bulk?
We have limited numbers of books printed. This book is meant for people in the family only. 
 Why is Dr Sanjay promoting his book?
Dr Sanjay wants to help more financial advisers to leverage on his expertise and knowledge to serve more prospects. We have limited quantities of books, so it comes on a first come first serve basis. 
 Can I get the book from the bookstore near me?
No. We currently only do online delivery but we are considering to expand and reach out to bookstores in 2019. 
The book is sold out. When will you restock?
We usually take about 1-3 months for the new batch to be printed.
Why is the book FREE?
The purpose of this book is to value add the financial planning industry. Dr Sanjay's purpose is to help as many advisors as he can. If you have something that you want to share do write to me@sanjaytolani.com
I have the Red/Blue Perfect Mindset Playbook. What is the difference between the blue and the red? 
The green perfect mindset playbook documents similar content from the red/blue one. The only difference is the interview segment. In the new perfect mindset playbook, we interview another 5 top advisors and have them sharing with us their experiences and strategies. So if you want to learn more strategies, get both of the book. I''m sure all the advisors interviewed in the book will give you a different perspective about financial planning!

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