Bryce Sanders

Member Since: May 9th 2014

Columnist

Recognition

Thanks: 15

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.

Nov 15th 2021

10 Steps Clients Should Take Before Year End

Many clients go on cruise control after Thanksgiving. As the holidays approach, their minds are elsewhere, and they put off making...

Clients

Nov 8th 2021

What Clients Need to Know About Debt Reduction

“Do you owe money to credit card companies?” You’ve likely seen the advertisements on TV promising to reduce what you owe to the credit...

Clients

Nov 1st 2021

Is a Donor Advised Fund Right for Your Client?

The United States is often ranked as the most charitable country in the world. As an accounting professional, you’ve seen your clients make...

Practice

Oct 18th 2021

How Clients' State Residency Affects Estate Taxes

When considering estate taxes, where your client lives has a big impact on how much their estate will owe when they die. There are both...

Tax

Oct 12th 2021

Why Clients Leave (and How to Prevent Surprises)

“50 Ways to Leave Your Lover.” Paul Simon released the song in 1975. It’s still a classic almost 50 years later. The song actually listed...

Clients

Oct 4th 2021

What to Ask Clients to Start Their Financial Plan

Clients are often concerned with the past, like filing the previous year’s tax returns, rather than the future. Accountants can be hugely...

Clients

Sep 13th 2021

How to Help Clients With Special Needs Children

It takes a special parent to care for a child with special needs. Typically, these parents’ greatest financial concern is ensuring their...

Clients

Sep 7th 2021

The Difference Between Fee-Only & Fee-Based Advice

The title poses a simple question. Unfortunately, the answer is less simple. In short: It depends on who is paying you. Before explaining...

Clients

Aug 30th 2021

Helping Clients Prepare for Death-Related Expenses

Here’s a nightmare scenario: Suppose a client had wealthy older parents. They had enough cash flow to live a comfortable life and made...

Clients

Aug 16th 2021

The Best Ways for LLCs to Set Aside Cash Reserves

Limited liability companies, or LLCs, are a lot like colanders, those perforated bowls used in cooking to strain off liquids. LLCs are pass...

Clients

10 Steps Clients Should Take Before Year End

What Clients Need to Know About Debt Reduction

Is a Donor Advised Fund Right for Your Client?

How Clients' State Residency Affects Estate Taxes

Why Clients Leave (and How to Prevent Surprises)

What to Ask Clients to Start Their Financial Plan

How to Help Clients With Special Needs Children

The Difference Between Fee-Only & Fee-Based Advice

Helping Clients Prepare for Death-Related Expenses

The Best Ways for LLCs to Set Aside Cash Reserves

Tax-Planning Tips to Put Money in Clients' Hands

How New Firms Can Attract and Retain Clients

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