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.

Jan 11th 2021

16 Financial Planning Questions to Answer in 2021

Many clients don’t see the need for financial planning . They earn more than they spend. They keep current on their bills or make minimum...

Clients

Jan 4th 2021

11 Ways to Get Clients to Change Their Habits

It’s a new year, but old habits die hard. Clients get comfortable, which can create inefficiencies. As their accountant, this can manifest...

Clients

Dec 18th 2020

The Differences Between Each Type of Bankruptcy

No accounting professional wants to tell their client to give up. Some clients might remind you of the expression: “Why does someone bang...

Clients

Dec 14th 2020

When is Declaring Business Bankruptcy an Option?

It’s not supposed to happen. Businesses are established with the goal of operating indefinitely. King Arthur Flower (an America’s Test...

Clients

Dec 7th 2020

How to Add Clients Immediately After the Holidays

We all want the same things. You want to add new clients, and you would like them to come to you. You have someone on your staff who...

Clients

Nov 16th 2020

When is Personal Bankruptcy the Right Choice?

Credit card companies never think declaring bankruptcy is your best course of action. Neither do loan sharks. However, there are times when...

Clients

Nov 9th 2020

How Can Clients Reduce Expenses Post-Pandemic?

Your clients' spending habits have changed during the pandemic. In 2019 your client, as a good American, was also being a good consumer,...

Clients

Nov 2nd 2020

Engaging in Wealth Transfer Planning with a Client

“Where will the money come from? Hopefully not me.” One of the consequences of the pandemic has been the large amount of debt the federal...

Clients

Oct 26th 2020

13 Tips for Clients Who Didn't Save for Retirement

Retirement should be that pot of gold at the end of the rainbow for your salaried client. It actually needs a pot of gold! Retirement is...

Clients

Oct 20th 2020

Realistic Asset Drawdown Rates for Retirees

People’s greatest fear (besides death) is outliving their retirement assets. They want to know how to make their money last. Accountants...

Clients

16 Financial Planning Questions to Answer in 2021

11 Ways to Get Clients to Change Their Habits

The Differences Between Each Type of Bankruptcy

When is Declaring Business Bankruptcy an Option?

How to Add Clients Immediately After the Holidays

When is Personal Bankruptcy the Right Choice?

How Can Clients Reduce Expenses Post-Pandemic?

Engaging in Wealth Transfer Planning with a Client

13 Tips for Clients Who Didn't Save for Retirement

Realistic Asset Drawdown Rates for Retirees

How the TCJA Benefits Parents Who Employ Kids

5 Ways to Duplicate Worksheets in Excel

Display Times as Hours/Minutes in Excel

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