Bryce Sanders

Member Since: May 9th 2014
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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.
President Perceptive Business Solutions Inc.
May 16th 2022
Can You Buy a Bond That Keeps Pace with Inflation?
The word “inflation” has returned to people’s vocabulary. Your client probably feels the impact when they shop for groceries; everything...
Practice
May 9th 2022
How to Advise Clients Who Fear Market Volatility
Sometimes, history repeats itself. Years ago, when I was a financial advisor in Brooklyn, New York, a large number of people leaving...
Practice
May 2nd 2022
How Running a Small Business Might Change in 2022
“This time it’s different.” Some say these are the four most dangerous words uttered on Wall Street. Here is another concept: “People like...
Clients
Apr 18th 2022
9 Valuable Investing Lessons Clients Should Know
As an accounting professional, you see some concepts as common sense, and your client might be insulted if you tried to explain them. Here...
Practice
Apr 11th 2022
When to Review a Client's Financial Plan
Has your dentist ever tried selling you an electric toothbrush? It aligns with their mission, caring for the health of your teeth. Using it...
Practice
Apr 4th 2022
6 Ways to Help Clients Face Financial Fears
The accounting and medical professions are similar in that practitioners in both need a good “bedside manner.” They need to gain the trust...
Practice
Mar 30th 2022
How Small Business Owners Can Prepare to Retire
Many neighborhood accountants have clients who own well-established, local businesses, like the dry cleaners or a popular veterinary...
Practice
Mar 14th 2022
6 Questions to Stress Test a Client's Finances
One of the lessons learned from the Great Recession of 2008 was that the big banks should always be prepared for an emergency. How would...
Clients
Feb 18th 2022
Practical Advice for Clients Strapped for Cash
The COVID-19 pandemic has affected the population in different ways, especially in terms of work, with some people between jobs and others...
Clients
Feb 14th 2022
Prepare Clients for Spending Changes in Retirement
Many of you have helped your clients, generally, prepare for retirement, but have they given thought to how their spending will change once...
Clients