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.

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

May 1st 2020

What to Do When Clients and Friends Suffer a Loss During COVID-19

One big issue right now is that social distancing has put funerals and memorial services out of the picture. You can’t visit a client’s...

Clients

Apr 20th 2020

Should Cash-Strapped Clients Tap into Retirement Assets Early?

Back on New Year’s Day, no one thought they would be losing their job in March. Even on Valentine’s Day, it wasn’t a serious possibility...

Clients

Apr 6th 2020

10 Tips to Stay in Business During the COVID-19 Pandemic

These are extraordinary times. Many businesses have been closed because they are considered non-essential during the Coronavirus pandemic...

Clients

Apr 1st 2020

How to Help Your Clients Survive Coronavirus-Caused Cash Flow Problems

40% of Americans can’t cover a $400 emergency expense. That May 2018 CNN story made the point despite the health of the economy; many...

Clients

Mar 16th 2020

3 Ways the SECURE Act Will Help You Partner with a Financial Planner

“What should I be doing differently?” After filing their taxes, many Americans ask their accountant this question. People’s lives are also...

Growth

Mar 10th 2020

What Will Be the Best Accounting Job in 10 Years?

Can you make the case the best accounting job today will also be the best job tomorrow? Yes. The Bureau of Labor Statistics (BLS) produces...

Growth

Mar 2nd 2020

8 Reasons Your Clients Should Add Financial Planning to Their Service Package

During the busy season, you have a lot of contact with your clients, and you likely spend most of your time helping them file their taxes...

Clients

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

What to Do When Clients and Friends Suffer a Loss During COVID-19

Should Cash-Strapped Clients Tap into Retirement Assets Early?

10 Tips to Stay in Business During the COVID-19 Pandemic

How to Help Your Clients Survive Coronavirus-Caused Cash Flow Problems

3 Ways the SECURE Act Will Help You Partner with a Financial Planner

What Will Be the Best Accounting Job in 10 Years?

8 Reasons Your Clients Should Add Financial Planning to Their Service Package

Why CPAs Are Needed in a Crisis

Identifying Duplicate Values in an Excel List

At Long Last, E-Filing for Amended Returns

Upcoming Events