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.

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

Nov 12th 2019

How Long Do Retirement Assets Need to Last?

As reported in July 2019 by CNBC, The Center for Disease Control estimates, a baby born today will live 78.6 years. These are aggregate...

Clients

Nov 4th 2019

What Accounting Professionals Should Know About Bonds

We are currently living in a low interest rate environment. Great if your business is borrowing money, not so great if your client needs...

Clients

Oct 15th 2019

Why Businesses Fail (and How Accountants Can Help)

Plenty of businesses get into trouble. The Big Four accounting firms realized the market for advisory services long ago. They got into...

Clients

Oct 9th 2019

The Growing Need for Retirement Planning and How You Can Help

A recent GoBankingRanks 2019 survey indicating 64 percent of Americans might retire with less than $10,000 in retirement savings. Nearly...

Clients

Oct 1st 2019

Why Accountants Should Pay Attention to Small Business Checking

As you know, businesses are subject to much more tax reporting than individuals. Making sure everything goes smoothly comes down to even...

Clients

Sep 18th 2019

Why You Should Have a Follow-Up Strategy

So, your face-to-face meeting went very well. They agreed. Your prospect is now a client. They signed papers or handed over a check. Or...

Clients

Sep 10th 2019

5 Ways to Make In-Person Meetings a Positive Experience

Everyone has endured bad data gathering experiences before. You visit your family doctor. They hand you a clipboard with a multi-page form...

Clients

Sep 9th 2019

Do's and Don'ts of Preparing for Client Meetings

To ensure you successfully onboard new customers and keep current ones, make sure you follow these do's and don'ts. Initial Meetings with...

Clients

Sep 3rd 2019

10 Reasons to Keep Meeting Clients Face to Face

Most people prefer not to see their service providers nowadays. Bank branches are often empty because people bank online. You can order...

Clients