Special Motivation for Insurance Agents - 3 Secrets to be Successful - Meeting with Team of Diamond

Let me start the record by saying that this golden statement which has brought us till here cannot take us further. Means the kind of knowledge, attitude, skills, habits we have, we need to continuously upgrade it. And we also need to understand in which direction the market is going. If the market, let's suppose, is going towards digital. We hate digital. We repeatedly say that the old times were good. Then we are not moving with the market. So to get ready for the future, we need to ask some questions. First. First question. What were you doing three years ago in June 2022? Did you have any income? And had you created wealth? Think. Where Were you in 2022? How much wealth did you have in July 2022? What was the income? Now the question is will we be financially free by 2028?

Hello.

Then second question is, will we still find success? Will we be looking for success by 2028? The third question is, will artificial intelligence replace us? Will this artificial intelligence, chatbots, automation replace us? Or will we become successful as successful financial doctors with digital savvy? The question is, which story should this society, these children remember about us? The story of our struggle or the story of our success? Or will we ourselves become a story?

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So let's understand. According to our research, insurance is thriving. But the agents working in the old way in insurance are not striving. They are going away. They are getting inactive. They are not going to be activated. So what should we do? Today? I am going to share three secrets with you in the next 15 minutes. If you like it then you can not downvote. If you like it very much, then you can remember. And if you feel that this is what you want to do then you can take action. I have seen that in India people have white hair but they have no experience. That is why we have such a strange public in India, isn't it? Where even God has to be marketed by playing dj, isn't it? Their insurance agents or financial advisors are afraid of marketing. So there are new ways in which you have to invest in yourself. And if you are ready for the three secrets then raise your hand after counting three. I can see you. If you are ready with the knowledge of the three secrets.

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Many people are not raising their hands. Is your hand injured? No. There is a problem in this too. I will feed you samosa. Doesn't she feed you samosa? Absolutely not. She doesn't serve samosa. In our time, brother, we used to get it. Samosa and tea were of poor quality. Samosa was good. Actually I became an insurance agent so that every Evening tea and samosa would be arranged. So. Alright. So three secrets. Secret number one. I have already come. Before that who am I? Let me quickly tell you about myself. I have 20 years of experience. I myself was an insurance agent and will remain one till my death. I left my corporate job of 20 years last year. My mission is that I want to force 10 lakh people to take action. I want to extract their potential. My specialty is that I am a business coach of financial advisors. My name is Yogendra Malik. I am talking to you here from sector 102 Gurgon. This is a small studio in my house. From where I am talking. The framework on which I work is called Hexagon of success. Let me just tell you my mission. My mission is that 1 crore families of India will get the right financial planning. How will they get it? When 1 lakh insurance agents become financial doctors. And this will not happen without the help of agency leaders. So my friends with my introduction. Boring stuff apart. Now let me tell you interesting stuff. Interesting stuff about me is that I myself have sold almost 7,000 life insurance policies. 7,000. I have been multiple times MDRT. I think three times caught. And I manage about 260 crore people. 260 crore is asset under management.

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And every year I start some new company. This is my fifth company which I am starting. And I am fond of adventure sports. I wanted to be an army person. But unfortunately I could not. Then I wanted to be a boxer but I could not. But yes, I did something in boxing. And now my mission is to help people to become better at their potential.

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I myself am a certified financial planner. I am a practitioner. Retirement is my expertise. There are many retirement products in India. Even if it is America's 401 or UK's pension plan. I know most of the world's retirement products. Retirement is my expertise. And there are many benefits of having this expertise. So firstly you can create your own expertise. You can become a child education expert. You can become a retirement expert. Because there is no benefit in becoming an insurance expert. No, it doesn't work. Just imagine I am an insurance expert. The policy market is better. Become an expert. Because experts have a lot of value. There are lines at expert doctors clinics you will see in your city. There are lines for neurosurgeons, kidney specialists, liver specialists. So become an expert and choose your expertise. There are very great products in India. Be it retirement wealth creation or child higher education fund. Very great products. Become an expert. Now I see many people. 20 years, 30 years. They have experience of 20 to 30 years. But they are experts at one thing all. May I tell you. They are experts at one thing only. Don't become like that. I once went to Coimbatore. Coimbatore is Chennai in Tamil Nadu. Anybody knows? So I was in Coimbatore. No one spoke Hindi there. So for two, three days I felt like I was out of breath. There was no one who could speak Hindi. Because all the English I knew was used up. So I said, what will happen now? So suddenly I saw a guy making samosa. And he was speaking Hindi. I said, wow, he is making samosa and speaking a little Hindi. This man is good. Let's talk to him. So I said by sahib, do you speak Hindi? He said, yes, I have lived in Delhi, sahib. So I said, give me samosa. He said, wait, I will make hot samosas. Hot samosas. So as soon as he started making samosas, started talking that Narendra Modi does not know how to run the country. His chief minister does not know how to run the state. So? And so he said that someone does not know this. Someone does not know that. I kept listening. He was speaking Hindi. I liked it. Then he gave me samosas. I ate the samosa and actually his potato had gone bad. He asked me how did you like the samosa? I said, you know everything. You have even learnt to make samosa. So I have seen many such people. 20 to 30 years experience in life. But no expertise. Zero expertise. Failed in family. Failed in wealth creation. Failed in giving good sanskars to children. You should not become like this. Become an expert for the next three years. This is my first thing to you.

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So first of all don't become an insurance agent Free a financial bodyguard. Change your branding. Become a financial doctor and a financial bodyguard. Invest in self and marketing and make a system. Systems succeed. People do not succeed. People fail. People get in a bad mood. Systems do not get in a bad mood. So three secrets. Secret number one is front end concept marketing. If you know front end concept marketing then you will always have leads. And if you have leads then you will always get meetings. And if you get meetings then you will always have sales. If you have leads, you have meetings and you have sales. So the first secret is the power of front end concept marketing. Hello. This is the first concept. Hello. And the second concept is the magic of formula. Magic offer formula. Your offer should be irresistible. You have brought another insurance product. Aribaya. Who wants this? There are two, three specialties about a Gujarati man. He has a gluttonous tongue. Look, it is evening time now. Many people must be feeling like eating Bhaji Vagi, Agathia vitea right now. So your offer just like your irresistible food. Similarly one hour daily success routine. These are three secrets which made me successful. You can also be successful. And friends start anytime. It is never late. Remember Amitabh bachchan started his second innings at the age of 51.

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KFC was formed at the age of 64. Don't worry. So the first secret power of front end concept marketing. What should be the front end concept Like? Retirement respect plan. Who am I? I am a retirement expert. I can show, tell and explain you. Respectable retirement planning. This is a very good concept. What is the sub concept? What is the front end concept? The first concept is Respectable retirement plan. Hello. Respectable retirement plan. This is the first concept. If we go by this concept, why did we make those people sit in front who are not making notes? It is demotivating, friend. This is for the trainers. Make them sit at the back. Friend. Those who are not making notes, make them sit at the back. Brother, please don't. Don't. Those who are not making notes, don't make them sit in front. Friend. I am getting demotivated. Friend, there is no issue of my tracking. Those who don't make notes, make them sit at the back. Brother, please. Because those who don't make notes, they never make notes. These people are already trained. So how will anyone learn from our guns? That is why it is said that no training should be given for free. My guru says that one should always give money. There is no value in yoga for free. And these insurance people should not give any value for free. They don't even deserve it anyway. Look brother, I have seen lakhs of insurance agents. I have trained them. And I am telling you that for my motivation. Brother, you people should make notes. Will you use it later or not? Let's quickly talk about a respectable retirement plan. First concept. Second is the self respecting Kanudan plan. Your marketing concepts should be like this. Meaning. When you talk to people, upload videos, do any advertisement then you generate leads from people using these concepts. No insurance, no savings, no investment. No. These are such concepts. Number three zero Emmy wealth plan. Do you want to create wealth through EMIs or without EMIs? So come to me. I will teach you such concepts. I know about 140 concepts. I know 140 concepts. And I'm telling you your top concepts. You can convert them into a marketing plan. You can start working on them. Secret number two. Your offer should be very good. Why should anyone meet you? Why should anyone take it from you? Why should anyone choose you? So make your offer very good. So that I will definitely give you the dream outcome. I will give you guarantee and risk. I will also give good returns. The offer that you give, the session that you give, you are very good. Now there is a session in the market capital guarantee plan in which if you invest your capital is safe and the return is very good, you can also make that. How? In fact the job of all the managers sitting here is to make this and discuss with the agents and make such a plan. Take a guaranteed plan and a ULIP plan. Make such a combination of both of them which gives safe returns equal to the customer's capital. The customer has invested 1 lakh per year. If he invests 10 lakhs then he should get 10 locks. And he should also get good returns from the risk of ULIP. So you can invest 50,000 in both. Make such a capital guaranteed plan. Do that. This will help. With this you will be different from other agents, isn't it? This is the second secret. The third secret is to definitely take a success daily. Any single success. We are in a very frustrating business. In the sales business, it is a business of rejection. We fail a lot. So it is very important to have a success daily. It is very important to get anyone success. Like you. Put a status on WhatsApp. Post a real story of a client. Click a photo with a client and post it. People liked it. If they like it, you will feel good. You talk to five people. You did not ask. If you do not want insurance, you ask the right questions. Have you made a good canyon plan for your daughter? Are you making one? Are you thinking of something for your self respecting retirement? It is very important to have some success. Make a video and post is done for free. It can be shot on a mobile. Make a video. How many of you post two videos every week on social media? Raise your hands. We post two videos every week. No one uploads. What happened at your place? Do you not work on Facebook? Instagram? No. It works fine there. No. It is banned in Gujarat. For example alcohol is banned. It is possible. So do you have a mobile? You have a mobile? Do you want to say? Can you show me your mobile? You have a mobile? Your mobile? Yes. How much does it cost? Is it 10,000? Is it 20,000? Its value is in a few thousands. So if you have a mobile and a social media account then why don't you Upload videos here. Even God saints are uploading videos. You have to do sales. Why not daily one success?

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What will happen with daily one success is that you will not get motivation. Motivation from outside never works. Self motivation always works. You need daily one success. Whether it is a meeting or someone's good financial need analysis is done or someone likes our video. We need daily one success. Make a routine of it. That I definitely need one success daily. Small successes. Sometimes wearing good clothes is a success. Do you know why? Because sometimes if you wear good clothes, people will compliment you and you will feel good. Oh wow. Today you are wearing a very nice color. This is a green colored shirt. This is a very nice colored shirt. There is a gentleman sitting in front of you. Blue color is a very nice blue color. There is a gentleman sitting behind. Is it a pink colored shirt or a T shirt? It is very nice. Amazing. Fun. You are looking good. Sometimes such things are also necessary.

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And according to me this should be your five point weekly plan. So what to do? From Monday to Friday, talk to five old customers and get referrals. Post a concept for a Testimonial on your WhatsApp status daily. Post at least one video on Facebook and Instagram weekly.

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Definitely spend two hours in self learning. We have an app called Digital Gyani Acc Dummy. You can download it. There are some free courses in it as well. Digital Gyani Acc Dummy. Ask for three referrals in every meeting weekly and record your meetings. Keep a record of your leads and meetings somewhere like crf. This is very important. If you take CRM you will get motivation. Leads will be at one place. Follow up will be at one place. And remember, customers like insurance sometimes take it after one or two years. If that lead is in CRF then you can wish them on their birthday. You can send them something quarterly. You can send videos, do a campaign. Please increase your knowledge about CRM. What was it like earlier when I was also an insurance agent earlier all this used to work without CRM. Now it doesn't work. Now all this is needed.

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This is. And now I want to ask you. Do you want to earn 1 lakh rupees in the next 90 days? Yes. So you are in your hands. I have to earn 1 lakh rupees in the next 90 days. Are you sure that no one said that I have to earn two locks? Sir, two hands are standing. I have two hands. No one has said sir, I have to earn four locks. Even my feet are standing. Why is that? Okay, no problem. So Friends, I want to tell you that those who take action today. Like today you learned these three secrets. But the actual value of these three secrets will be known only when you go to execution. So you will ask how it will happen. Right? So what you can do is you can follow me on Instagram and YouTube. I upload a lot of free videos. They may be useful to you. You can follow me on YouTube and Instagram. You can take it from Nilesh Soni G. Or you can search by the name of Yogendra Malik. I upload a lot of videos. As the new month has come. I have uploaded a video on how to do monthly planning. A new video has come. So I have uploaded a video on how to do monthly planning. How to do monthly planning. You can watch these videos.

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I keep uploading a lot of videos in it. Are there videos of your use? Do it.

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You can search Yogendra Malik on YouTube. You can follow me on Instagram. You can follow me as Yogendra coach Yogendra Malik.

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Here I explain many concepts. I upload videos you can follow.

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And maybe you follow me. You too may get inspiration. You too start uploading your videos. Isn't it? So? My friends, I would like you to take action. And I am sure many people here who are sitting in this office are motivating you. They are trying to guide you to do excellent work. But remember one thing. What are the three pillars of our business? Before we go into the three pillars, let me tell you what are the three pillars. The first pillar is leads. The second pillar is meetings. And the third pillar is sales. From where do these three pillar leads come from? Marketing. If you don't do marketing, leads won't come.

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How are meetings good? With a good presentation, Samosas arrived. Training is going to end soon. Patties are very good. Must be paneer based. I don't have anything. Hey, family members. You feed me something too.

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Second is meetings. Meetings. If you have a very good presentation, can I show you a sample of a presentation? What kind of presentation do our students give? You might be giving better than that. You might have better than that. But our students are not that intelligent. So I can show you. This is our student Prakash Joshi. This is his presentation related to child's future. What all happens in the education planning of a child. He shows this to the customer, isn't it? What all is important. Inflation is increasing. You can avoid loans. If the child goes out for studies, more money will be needed. How to make it? The sooner we start, the more Benefit we will get. Our returns should be above 8 to 10%. What will be the milestones? This will happen in an average of 5 to 6 years. This will happen in 1114. This will happen in 1821. This is a very good presentation to educate parents. How can I help you? I will help you with life insurance investments and term plans.

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Why can I? I have read this kind of presentation. Your meetings will be good only if your presentation is good. I don't know if you like the presentation or not. But this kind of presentations you should make. And if you don't have a presentation, then create a presentation. Okay, I will send the example to Nilesh G. You can copy from him but get your own made, isn't it? It is important. Now let's go. Let's go to the next. How is sales done? Sales is a whole game. It is a game of two things. It is a game of three things. I am telling you quickly before I leave. First, does the customer like me? If the customer does not like me, he will not buy from me. If the customer does not like me, he will not buy from me. Then you do that which will make him like you. Before selling insurance, get the cylinder of his house filled. Get the children admitted somewhere. Hey, this is what you have to do. Baiya, you are not just selling insurance. If someone is not getting married, get him married to a good girl with 36 qualities. Later on you will keep suffering. If someone is not getting a maid, get him a maid. When you add value to someone's life, only then if someone's son is not getting a job, get him a job. Refer him. Try. When you try, people will give references. So what is the first thing to do? Do such work that they will like us, isn't it? What are you saying sir? I don't even like myself. Is it not so? Build trust. If they like you, then the second thing is build trust. Building trust is a very difficult task. For example, if you come to my YouTube channel, you will see that I have taken many interviews of my clients. And after watching those interviews you will feel that this is a very good person. We should contact him. So similarly you should also take interviews of your clients. Google ratings.

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And number three, the job of sales is not to sell any rubbish product. The job of sales is to solve the customer's problem. So products that solve the problem. So the three pillars are leads, meetings and sales. And its three pillars are marketing. Good presentation, good questions, neat analysis and good trust building.

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Alright friends, my time is over. I hope I added value to your life. And you can work on it and have your pets. Don't forget to drink tea. Thank you so much. Love and respect. Thank you for giving me your time. And I wish you a great month. Great quarter. July, August, September. We call this quarter the building quarter. Here we believe that you should do a lot of leads generation. So I am sure you will do it. And my target is to make a revenue of 30 locks this month. That is payout in 50 locks next month. And by August my target is 60 locks. So my target for this quarter is to earn around 1 crore rupees. 20 lakhs. The last quarter was not so good. I was a little disappointed because I could earn only 68 lakhs. So you can have your patties now. I don't eat patties. I don't drink tea. Because I don't want to be a middle class person. I want to be a top class. I want to earn in crores. So I have left samosas, patties and all.

Okay.

You enjoy. If you want to do something. Thank you. Then you have to do it big. Thank you. Nilesh sir. Thank you so much. Thank you so much, sir. All the best. And send this presentation. You can share.

Okay.

Bye. Bye. Take care.