Are You Facing Any of These Struggles Right Now?
Most advisors don’t really have a lead problem—they have a system problem: no clear list, no priority, and no repeatable weekly rhythm.
Struggle in Finding New Leads
Struggling to identify potential clients who are interested in your offerings?
Endless Cold Calling
Struggling with endless cold calls that lead to little or no real business?
Approaching Friends And Family
Feeling awkward and uncomfortable pitching your services to friends and family?
Leads That Never Convert
Spending money on leads that never respond, engage, or convert into clients?
Missing High‑Value Opportunities
Realizing you are missing out on high‑value clients already present in your own network?
Daily Rejection And Demotivation
Feeling rejected so often that your confidence and motivation are dropping every day?
No Referrals From Clients
Unable to turn happy clients into steady, high‑quality referral business?
Contacts Not Turning Into Clients
Unsure how to convert contacts and inquiries into actual paying customers?
No Systematic Method
Lacking a simple, repeatable system to find, qualify, and nurture new prospects ?
If even a few of these struggles feel familiar, start with the free workbook—then apply for an invite to work directly on your first 30 days of implementation.
Here Is The Truth No One Told You
What Training Teaches
X Make 100 cold calls daily
X Buy expensive lead lists
X Use high-pressue tactics
X Generic product pitches
X Chase everyone equally
What’s Missing
# Mine existing relationships
# Leverage warm contacts
# Build trust-based selling
# Personalized approach
# Strategic contact prioritization
The difference between average and top advisors is not talent—it is a repeatable prospecting system built on warm relationships and disciplined weekly activity. That is exactly what this workbook gives you, and what my mentorship enforces through practical guidance and accountability.
Practical Approach
Written by MDRT‑Qualified, With 30+ Years in the Field
Turning Real‑World Experience Into a Repeatable System
- Proven system used by top insurance advisors across globe
- Step by step framework to identify high-value prospoects
- Scripts and templates for every conversation
- Bonus worksheets and implementation tools
Because time is limited, personal mentorship is reserved for applicants who complete the first workbook task and demonstrate seriousness about execution.
what makes us different
What You'll Learn Inside
This is not a book you casually read. It is a system you execute—with a clear output after every section.
The contact Mining Framework
Discover the systematic 4-step process to identify hidden prospects in your existing phonebook that you have been overlooking
The Priority Scoring System
Learn how to rank every contact by potential value so you focus on high-probability prospects first and stop wasting time.
The Warm Approach Scripts
Get word-for-word scripts for every type of contact - from close friends to distant acquaintances - without feeling pushy.
The Trust-Building Sequence
Master the 3-touch system that converts contacts into clients naturally through value-first conversations.
The Referral Multiplication Method
Turn every client into a referral machine using the proven 5-question framework that generates qualified introductions.
The Implementation Roadmap
Your 90-day action plan with daily acitivities, tracking sheets, and milestone checkpoints to guarantee results.
"By the end of the workbook, you will have a ranked list of 35–50 prospects, a Tier‑1 shortlist, ready‑to‑use warm approach scripts, and a 90‑day tracker you can follow or refine with my mentorship."
New advisors
Just started your insurance career? Learn how to leverage your existing network instead of struggling with cold calls.
Struggling AdvISORS
Not hitting targets? Discover the systematic approach that transforms random prospecting into predictable income.
Experienced advisors
Ready to scale? Learn advanced techniques to multiply your income using relationship intelligence.
Career explorers
Considering insurance? See how your existing network could become your beiggest asset before you even start.
If you want personal guidance, download the workbook, complete your first Zone list, and then request a mentorship invite—applications without action are not considered.
Shashi Bahl
Advisor
Sanjay Sharma
Advisor
