Bryce Sanders

Member Since: May 9th 2014

Columnist

Recognition

Thanks: 14

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.

Feb 19th 2020

Using the SECURE Act to Market Services During Tax Time

What’s worse than crunch time at tax season? How about a new set of tax rules that took effect on January 1, also known as the SECURE Act?...

Clients

Feb 10th 2020

How Can Accountants Legally Follow Up with New Leads?

We hope current clients will send us new clients. Hope as we might they will lead them to the office by the hand, this rarely happens. The...

Clients

Feb 4th 2020

The Importance of Anticipating Expenses for Retiring Clients

COLA. It’s one of the nicest words in the English language. We are talking Cost of Living Adjustments, not soft drinks. Although Social...

Clients

Jan 13th 2020

How Can You Work Better with Your Clients' Other Advisors?

Accountants are considered centers of influence, aka: COIs. Lots of people in sales want to know you because they think you will send them...

Practice Excellence

Jan 6th 2020

4 Ways to Let More People Know You're an Accountant

Years ago, we threw a party that attracted a large crowd. The living room was packed! Sitting alone in the center of the room on a three-...

Growth

Jan 2nd 2020

Do Your Clients Know How to Refer Your Accounting Firm?

“Just tell me what I can do to help.” Has a client ever said that? They sincerely want to help, but they don’t know how. Whatever you do,...

Growth

Dec 16th 2019

It’s 2020: What Should My Client be Doing Differently?

Plenty of people make New Year’s resolutions. They might pledge to lose weight or exercise more, yet it’s their personal finances that are...

Clients

Dec 2nd 2019

Why Is Buying Bonds So Confusing for Investors?

Some things just aren’t simple. In a recent article, “ What Accounting Professionals Should Know About Bonds ," I covered the basics on...

Clients

Nov 27th 2019

Where Can Downsizing Clients Find the Lowest Property Taxes?

Many simple-sounding questions have no easy answers. It's why professional advice has value. Let's say as part of your retiring New Jersey...

Clients

Nov 21st 2019

Why an Overseas Bank Account Isn’t a Good Idea

There are many reasons why companies doing business internationally would maintain overseas bank accounts. Ditto for individuals who own...

Clients