Bryce Sanders

Member Since: May 9th 2014

Columnist

Recognition

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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.

Aug 10th 2020

Why You Shouldn't Postpone Following Up with Referred Clients

We are living through unprecedented times. The coronavirus numbers were down, but now they are back up. The government has given out money...

Growth

Aug 3rd 2020

The Pandemic’s Silver Lining for Your Clients' Finances

The pandemic has given clients lots to moan about. They are working from home, schools are closed and vacations are out the window. Clients...

Clients

Jul 20th 2020

How Can You Tell if a Potential Client Will Be a Good Fit?

Everyone wants to grow their practice. It’s common sense. Over time, clients will move away or even die. You want to operate at full...

Clients

Jul 13th 2020

Why Estate Planning is Important, Even if You Aren't Seriously Rich

What do all people working with accountants have in common? They want to minimize the amount of money they hand over to the government. You...

Clients

Jul 6th 2020

4 Types of Insurance to Discuss with Clients During Financial Planning Meetings

Most people glaze over when talking about insurance. In your ongoing financial planning discussions with clients, insurance they own or may...

Clients

Jun 15th 2020

Has the Pandemic Created an Opportunity to Add Clients?

“Ditch them. Take me instead.” It’s hard to think of anything more tasteless than prospecting for new business during the pandemic. You...

Growth

Jun 10th 2020

9 Reasons Now Could be the Ideal Time to Start a Business

Coronavirus suddenly changed the world. One day your client was employed. The next day they weren’t. Your client was thinking about...

Clients

Jun 2nd 2020

It’s Time to Review (or Initiate) Your Client’s Financial Plan

The coronavirus has presented two threats to your client. Their health and finances are at risk. Social distancing and other precautions...

Clients

May 13th 2020

How to Learn About a Prospect’s Current Accounting Relationship

“You don’t light your own candle by blowing out someone else’s.” Accountants want to add new clients for many reasons: They are growing...

Clients

May 5th 2020

11 Strategies Clients Can Use to Increase Their Business Post-Coronavirus

Now that the initial shock of the pandemic is wearing off, many business-owning clients are focused on a major question: How will they get...

Clients

Why You Shouldn't Postpone Following Up with Referred Clients

The Pandemic’s Silver Lining for Your Clients' Finances

How Can You Tell if a Potential Client Will Be a Good Fit?

Why Estate Planning is Important, Even if You Aren't Seriously Rich

4 Types of Insurance to Discuss with Clients During Financial Planning Meetings

Has the Pandemic Created an Opportunity to Add Clients?

9 Reasons Now Could be the Ideal Time to Start a Business

It’s Time to Review (or Initiate) Your Client’s Financial Plan

How to Learn About a Prospect’s Current Accounting Relationship

11 Strategies Clients Can Use to Increase Their Business Post-Coronavirus

Identifying Duplicate Values in an Excel List

The State of Nexus Laws for Remote Employees

Internal Controls Clients Should Monitor

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