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Dr. Sanjay T'lani shares how to sell retirement planning over the phone using a fast presentation. As the leader of Sanjay Mentoring Family, he aims to help financial advisors succeed by sharing his 18 years of industry experience. The presentation focuses on prompting clients to consider retirement and the benefits of having a retirement plan, especially during times of financial uncertainty. This approach has been successful in encouraging clients to reevaluate their finances and plan for their future.
