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Subrat SaurabhAuthor of Kuch Woh PalGirish Patel, seasoned veteran, an innovator in the world of life insurance profession, and is instrumental in defining this space that is now defining many aspects of the growing agency channel as growth booster in the industry...& The author of "One More call" Book on Life Insurance selling - Motivational Speaker on Marketing - Life Goal - Retirement 20,000+ clients across globe secured his position in top performers in the industry and well acknowledged in the book ‘The Indian Millionaire Next Door’ by Kanika Mishra. He has turned things around with proactive approach when the indRead More...
Girish Patel, seasoned veteran, an innovator in the world of life insurance profession, and is instrumental in defining this space that is now defining many aspects of the growing agency channel as growth booster in the industry...& The author of "One More call" Book on Life Insurance selling - Motivational Speaker on Marketing - Life Goal - Retirement
20,000+ clients across globe secured his position in top performers in the industry and well acknowledged in the book ‘The Indian Millionaire Next Door’ by Kanika Mishra.
He has turned things around with proactive approach when the industry was going through crisis as far as agency force is concerned across industry.
He has also invested his knowledge, skill & time in around 2500+ individuals directly and played active role in their success and continues to invest actively in the life of many.
He is another example of a self-made professional who can persevere any challenge.
Rather than attempt to match the performance of other contemporary professionals in life insurance, he is forging into the future with his own new advance and innovative strategies to make agency force more productive and prosperous.
Leading the courageous charge to shed traditional ways of doing business and to replace them with initiatives to make 161 more productive agency force with least cost. He has been deeply caring and committed through out his journey since 1990, starting as a banker for ten years to senior management position in life insurance industry.
Girish Patel has a unique ability to build genuine connections with people at all levels, motivating sales teams to achieve consistently higher levels of success while creating relationships of trust and confidence with clients.
Leverages a unique mix of visionary, strategic, technical, sales, operations and analytical expertise, consistently exceeding revenue and performance goals by aligning staff talents and effort with organisational objectives. An influential leader who creates immediate impact, produces results and fuels profits.
Read Less...Achievements
‘The World of Life Goals’ is a diary that is unique in itself. It is a comprehensive and useful instrument that will help you keep and manage all your records in one place. You will nowhere find such a distinctive diary that is just made for you. In this diary, you can keep your past, present and future details related to your life, health and wealth (assets and liabilities). This diary allows you to keep records of your personal information, family detail
‘The World of Life Goals’ is a diary that is unique in itself. It is a comprehensive and useful instrument that will help you keep and manage all your records in one place. You will nowhere find such a distinctive diary that is just made for you. In this diary, you can keep your past, present and future details related to your life, health and wealth (assets and liabilities). This diary allows you to keep records of your personal information, family details, bank details, investment details, life insurance policy details, health and general insurance policy details, loan details, life goals status and expert recommendation notes. This will help not only you but also your trusted financial advisor to understand your need, dreams and wishes. This diary will ensure the smooth transfer of your important information to the next generation. You are never too old to set another life goal. This diary will be your partner in your journey towards your life goals. Wishing you a bright and colorful future in which all your life goals have been achieved. Best of luck!
— बचत से संबंधित — ‘‘उसकी बचत ना करें जो व्यय करने के बाद बचा है अपितु व्यय करने के बाद जो शेष है उसे व्यय करें।’’
— निवेश से संबंधित — ‘’ अपने सारे अंडे एक ही डब्बे में न डालें।’
— बचत से संबंधित — ‘‘उसकी बचत ना करें जो व्यय करने के बाद बचा है अपितु व्यय करने के बाद जो शेष है उसे व्यय करें।’’
— निवेश से संबंधित — ‘’ अपने सारे अंडे एक ही डब्बे में न डालें।’’
— सेवानिवृत्ति कोष से संबंधित— ‘’4 नियम’’। भले ही आप आशावादी हो या निराशावादी हो सत्य यह है की कोई भी जल्दी मरना नहीं चाहता है और कोई भी पूरा जीवन काम नहीं करना चाहता है। इस पुस्तक का उद्देश्य सेवानिवृत्ति योजना और जागरूकता की संकल्पना की आवश्यक अंतर्दृष्टि देना।इस पुस्तक में चेकलिस्ट नहीं है।हालाँकि यह आपको भावनात्मक और आर्थिक रूप से सेवानिवृत्ति योजना के महत्व पर विचार और उदाहरण देता है।
वन मोर इंनिंग्स— धनवान हो कर जल्दी सेवानिवृत्त हों
— एक साम्राज्य बनावे — एक विरासत छोड़ो
— ‘‘परिवर्तन ही स्थायी है। कुछ भी स्थायी नहीं है।’’ सेवानिवृत्ति का मंत्र है।
— आय से संबंधित — ‘‘कभी भी आय के एक स्रोत पर निर्भर ना होवें। एक दूसरे स्रोत के निर्माण के लिए निवेश करें।’’
— व्यय से संबंधित — ‘‘यदि आप वह वस्तुएं खरीदेंगे जिनकी आपको आवश्यकता नहीं है, तो आप वह वस्तुएं बेचेंगे जिनकी आपको आवश्यकता है।’’
One More Innings: Retire Rich & Early
Build An Empire - Leave A Legacy
The mantra of retirement planning…
Changes is the only constant. Nothing is certain.
On earning: “Never depend on a single income. Invest to create a second source.”
On spending: “If you buy things you don't need, you will soon sell things you need.”
On saving: “Do not save what is left after spending, but spend what is left after
One More Innings: Retire Rich & Early
Build An Empire - Leave A Legacy
The mantra of retirement planning…
Changes is the only constant. Nothing is certain.
On earning: “Never depend on a single income. Invest to create a second source.”
On spending: “If you buy things you don't need, you will soon sell things you need.”
On saving: “Do not save what is left after spending, but spend what is left after saving.”
On investment: “Don't put all your eggs in one basket.”
On retirement fund : “Rule of 4%”
Whether you are an optimist or a pessimist, the truth is that nobody wishes to die early and nobody wishes to work their whole lives. The purpose of this book is to provide the necessary insights on the concept of retirement planning and awareness
This book does NOT have checklists. However, it gives you thoughts, ideas and examples on the importance of retirement planning emotionally and financially
मुख्य बिंदु:
1. कार्य करने के लिये आईडियाज़ हमारे चारों तरफ है। बस भूख होनी चाहिये।
2. नये लोगों से मिलते रहना ही इस व्यवसाय की सबसे बड़ी रणनीति है।
3. लोगों से मिल
मुख्य बिंदु:
1. कार्य करने के लिये आईडियाज़ हमारे चारों तरफ है। बस भूख होनी चाहिये।
2. नये लोगों से मिलते रहना ही इस व्यवसाय की सबसे बड़ी रणनीति है।
3. लोगों से मिलने में संकोच या डर की वज़ह से अधिकतर लोग आगे नहीं बढ़ पाते। यह डर कोई भी ट्रेनिंग या किताब दूर नहीं कर सकती। इसे तो खुद ही दूर करना पड़ता है।
4. टेक्नॉलोजी का उपयोग समय व श्रम बचा सकता है।
5. बिजनेस मिले या न मिले। प्रयास करते रहें। संपर्क में रहें। संबंध बनाये रखें।
6. समय समय पर किये गये कार्य को पुनः जाँच कर गति बनाये रखें।
7. सही रेलवंट डाटा हो तो ज्यादा असर होता है।
8. धीरज रखना पड़ेगा। बड़े बिजनेस के लिए ज्यादा समय लगता है।
9. फॉलोअप इस व्यवसाय की सफलता की कुंजी है।
10. फोन व ईमेल व्यक्तिगत मीटिंग का विकल्प नहीं है। फेस टु फेस मिलना ही सबसे असरदार तरीका है।
11. बाकी सभी तो सहायक तरीके हैं। क्लाईंट मीटिंग की अभूतपूर्व सफलता के पीछे एक मुख्य कारण था सही स्पीकर का चुनाव। उसमें कोई समझौता नहीं।
12. परिणाम हर बार विशुद्ध रूपयों में गिनने के बजाय जीवन बीमा के प्रति लोगों में सही समय पर जागृति फैलाने की जिम्मेदारी के निर्वहन के रूप में भी आंकना चाहिये।
13. जीवन बीमा रिलेशन से बिकता है तो नये लोगों से जान पहचान बढ़ा कर दीर्घ कालीन रिश्ते बनाना ही असली कार्य है।
14. लोगों से उनके बारे में बात करिये। अपने बारे में तब तक न बतायें जब तक कि वो आपसे पूछे नहीं।
15. लोग अपने से अमीर लोगों से प्रभावित होते हैं और उनके साथ संबंध बनाना व बनाये रखना पसंद करते हैं। सा बेहतरीन कपड़े व अन्य साधना का उपयोग करें।
16. लोग पहले आपको पसंद करते हैं फिर आपको प्रॉडक्ट को।
Key points
Ideas are around us to work on. What is needed is the hunger to work and succeed.
The biggest strategy of this business is to keep meeting new people regularly.
Most people don’t grow because of the fear or hesitation of meeting new people. No book or training can help you overcome this fear. You need to overcome it on your own.
Key points
Ideas are around us to work on. What is needed is the hunger to work and succeed.
The biggest strategy of this business is to keep meeting new people regularly.
Most people don’t grow because of the fear or hesitation of meeting new people. No book or training can help you overcome this fear. You need to overcome it on your own.
The use of technology can save time and energy.
Whether you get any business or not, you must keep trying, keep in touch and maintain relationships.
Maintain your work speed by analysing the finished work at regular intervals.
It is more effective if the data is correct and relevant.
You need to have patience; big businesses take more time.
Follow up is the key to success in this business.
Phone calls and emails are not alternatives to personal meetings. Face-to-face meetings are the best. All the others are only supportive methods.
The main reason behind the unprecedented success of the client meeting was the selection of an appropriate speaker. We did not compromise on that.
Instead of measuring the result strictly in terms of money, it should also be measured by the accomplishment of the responsibility of spreading the awareness of life insurance at the right time amongst people.
Life insurance sells through relationships. Hence, knowing new people and building long-term relationships is real work.
Talk to people about them. Don't tell them about yourself until they ask you.
People get impressed by others who are richer than them, and they like to make and maintain relationships with them. Hence, dress impeccably and possess the best possible accessories.
People like you first and then your product.
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