Bryce Sanders

Member Since: May 9th 2014

Columnist

Recognition

Thanks: 8

Bio

Bryce Sanders is president of Perceptive Business Solutions Inc. in New Hope, Pennsylvania. He provides high-net-worth client acquisition training for the financial services industry. His book, Captivating the Wealthy Investor, can be found on Amazon.com.

Bryce Sanders

President

Perceptive Business Solutions Inc.

Aug 17th 2017

Small Seminars the Easiest Way to Get Your Clients to Bring You Prospects

You can go to the mountain or you can get the mountain to come to you. That’s the client/prospect conundrum in a nutshell. Bringing in new...

Clients

Aug 9th 2017

How to Prepare Clients Now for Next Tax Season

Times have changed. Your clients need a reason to adequately prepare in advance and if all they want to do is use a simple form and file...

Clients

Aug 8th 2017

Why Your LinkedIn Marketing Strategy is Not Working

Everyone has told you LinkedIn has replaced cold calling and that’s great news as you never had any intention of cold calling anyway,...

Growth

Aug 4th 2017

Tips on Choosing How and Where to Refer Business

“Before you criticize a man, walk a mile in his shoes.” This Cherokee saying also applies in an unlikely setting: The giving and receiving...

Clients

Aug 3rd 2017

Client Investments: Do Diamonds Shine Bright?

Your client is seeking to diversify beyond the traditional investing world of stocks and bonds. He is considering investing in jewelry,...

Clients

Jul 27th 2017

Do You Mentor? If Not, Here’s Why You Should

Did you have a mentor when you entered the business world? If not, did you wish you had one? Either way, here’s a strong case for becoming...

Team

Jul 20th 2017

How the DOL Fiduciary Rule Makes Financial Advisors More Like CPAs

Not to worry. Financial advisors are not going to start dispensing accounting advice. However, a new US Department of Labor (DOL) rule...

Clients

Jul 12th 2017

10 Easy Ways to Improve Your Client Experience for Immediate Results

Clients who leave your office impressed feel they have taken a step up by doing business with your firm and will be the most likely to...

Clients

Jul 6th 2017

How to Leave Work Behind While on Vacation

Technology is incredible, but while it allows you to stay in touch from anywhere, it gives others a leash to always keep you close. How can...

Practice Excellence

Jun 29th 2017

How to Coach Your Clients to Refer You Business

Accountants need new clients, but there’s a problem getting them. You don’t want to cold call or beat the bushes because you feel that...

Clients