Published On Jul 4, 2022
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Ever wonder how you should deal with rich prospects? How should you talk to them? How should you position yourself?
In today's email, let us explore the different categories of rich clients and how you should position yourself.
There are millions of ways to break down rich clients. I’ll be personally breaking down rich clients according to whether they are employed, self employed, family business/inheritance or self made.
It took me close to a decade to figure them out but you only need to spend a few minutes to learn them here.
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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 16 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.