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hey guys in todays video Im going to share with you how to sell retirement planning over the phone with a fast retirement presentation now before we move on I just want to give you a quick introduction of myself my name is dr. Sanjay tlani and Im also the family leader of Sanjay mentoring family which helps financial advisors like yourself to become successful financial planners having been in the industry for 18 years I have a unique view of what works and what doesnt in the financial planning world and it is my hope that I can pass this experience to new generation of future financial advisers so that they dont have to go through the same struggles as I have this presentation has worked for me during this period of uncertainty because more people are starting to relook at their finances in the short term and long term the idea behind this presentation is to get your clients to think about retirement now and see the purpose behind creating a retirement plan for their own future
