Bryce Sanders

Member Since: May 9th 2014

Columnist

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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.

Jul 18th 2022

Gentle Ways to Persuade Clients to Heed Your Words

"Retirement planning" sounds like industry jargon. The term is used so often, clients tend to tune you out. Try repositioning the goal as...

Clients

Jul 11th 2022

How to Budget for Rising Costs of Living

Budgets are like nutrition plans: Everyone agrees they are a good thing, but no one size fits all. Any accounting professional practicing...

Clients

Jun 27th 2022

How Financial Planning Will Lead to More Business

It’s been said: “Getting money and keeping money are two different skills.” Another familiar expression is: “Money talks: It says goodbye...

Clients

Jun 24th 2022

How a 529 Plan Helps Pay for College Expenses

Everyone is feeling the effects of higher inflation. Forbes reports even during the low-inflation environment pre-pandemic, the cost of a...

Clients

Jun 6th 2022

Advice to Give to Any Client Looking to Retire

Planning for retirement and managing your money in retirement are likely some of the most important financial undertakings for your client...

Clients

May 16th 2022

Can You Buy a Bond That Keeps Pace with Inflation?

The word “inflation” has returned to people’s vocabulary. Your client probably feels the impact when they shop for groceries; everything...

Practice

May 9th 2022

How to Advise Clients Who Fear Market Volatility

Sometimes, history repeats itself. Years ago, when I was a financial advisor in Brooklyn, New York, a large number of people leaving...

Practice

May 2nd 2022

How Running a Small Business Might Change in 2022

“This time it’s different.” Some say these are the four most dangerous words uttered on Wall Street. Here is another concept: “People like...

Clients

Apr 18th 2022

9 Valuable Investing Lessons Clients Should Know

As an accounting professional, you see some concepts as common sense, and your client might be insulted if you tried to explain them. Here...

Practice

Apr 11th 2022

When to Review a Client's Financial Plan

Has your dentist ever tried selling you an electric toothbrush? It aligns with their mission, caring for the health of your teeth. Using it...

Practice

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Gentle Ways to Persuade Clients to Heed Your Words

How to Budget for Rising Costs of Living

How Financial Planning Will Lead to More Business

How a 529 Plan Helps Pay for College Expenses

Advice to Give to Any Client Looking to Retire

Can You Buy a Bond That Keeps Pace with Inflation?

How to Advise Clients Who Fear Market Volatility

How Running a Small Business Might Change in 2022

9 Valuable Investing Lessons Clients Should Know

When to Review a Client's Financial Plan

5 Ways to Duplicate Worksheets in Excel

Display Times as Hours/Minutes in Excel

How to Convert Text-Based Numbers to Values

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