Bryce Sanders
Bryce Sanders, President of Perceptive Business Solutions Inc. has provided training for the financial services industry on High Net Worth (HNW) client acquisition since 2001. He wrote the book " Captivating the Wealthy Investor ", available on Amazon . His core topics address how to Identify prospects within the wealthiest 2-5% of your market, where to Meet and Socialize with them, how to Talk with wealthy people and develop personal relationships then how to Transform wealthy friends into clients. Bryce spent twenty years with a major financial services firm as a successful financial advisor (14 years), district sales manager (2 years) and home office manager (4 years). His background enables him to address both the advisor's and the manager's objectives. Learn more here .
Articles by Bryce Sanders
- Business Growth
Not All Prospecting Advice Is Useless
The TV chef leaves something out, like an ingredient or a measurement. That’s because they want you to buy their book! Some prospecting advice is insightful.
- Opinion
Why International Investing Is Important
The world beyond U.S. shores was summed up as “over there!” How can you make the case for this aspect of diversification?
- Business Growth
Why Some Prospecting Strategies Succeed and Others Fail
Technology has brought new tools to the industry, but the principle is still the same. You need to connect with people who meet your client profile
- Business Growth
How to Sell Client Confidentiality as a Benefit
Financial advisors operate in a competitive world.
- Business Growth
12 Reasons Why You Should Sweat the Small Stuff
Your client needs to be aware what they are getting paid on free cash balances and what they are paying on borrowed money.
- PowerAdvice
When Results Matter, You Want a Personal Relationship
Scenarios Where a Personal Relationship is Critical. Let us look at a few examples where a rational, practical person wants a personal relationship.
- Business Growth
Do Clients Know How Many Ways They Can Give to Charity?
If sharing this knowledge in a simple, straightforward way, you might get invited to their next board meeting to repeat your story!
- Business Growth
Step up Your Outdoor Entertaining as a HNW Gateway
Let us look at several ways you can upgrade your outdoor entertaining to HNW standards. Here is a paradox for financial advisors.
- Business Growth
Why Take Clients to Lunch
Tax law changes phased out this 1960’s expense account perk. It still featured in episodes of Mad Men. Taking a client to lunch has many advantages.
- Business Growth
The Bartender: An Essential Friend for a Financial Advisor
Again, the bartender is your supportive partner. A retired executive explained this works in two ways.
- Retirement & Income Planning
The Overspending Retiree in a Rising Stock Market
Have you ever seen a race where the lead runner stumbles at the final hurdle?
- Business Growth
What Established Advisors Know (And New Ones Need To Learn)
Experienced advisers are here for a reason. They survived. Even better, they thrived. “Old age and treachery will always overcome youth and skill.
- Business Growth
The Tricky Topic: Asking Fellow Board Members for Business
Here are a few thoughts that should fit within the rules, while also raising your visibility.
- Business Growth
Prospecting Strategies for Advisors Who Hate Prospecting
Let us look at seven strategies that don’t involve cold calling or cold walking. Many remind you of the tortoise and the hare analogy.
- Business Growth
What Can You Do if Your Client Is Going Into Isolation?
You also develop a sense for when your client should be keeping in touch, but all you hear are crickets. That is a bad sign.
- Business Growth
Post April 15th: What Did the Accountant Tell Your Client?
Did Your Accountant Suggest Anything You Should Do Differently in This Tax Year? Here Are a Few Points They Might Have Made
- Business Growth
The Difference Between Estate Planning and Legacy Planning
They sound similar. Agents and advisors recognize they have a role in both? What’s the difference?
- Business Growth
Why Do Clients Pay for Professional Advice?
If you are a financial professional, you are selling a service costing more than a person would pay if they chose the Do It Yourself (DIY) route.
- Business Growth
After Work Networking for New Prospects
Another segment who destress differently, visiting a local bar for happy hour.. If you fit into this last category, is this article talking to you? Yes.
- Business Growth
Where Do You Eat Lunch?
Years ago, I met a bank president who shared a story about why he started his career by eating lunch at the local luncheonette and continued the tradition
- Business Growth
The Case for Calling Every Client Now
Everyone has a favorite film. They have seen it many times.
- Business Growth
10 Incremental Ways To Improve Seminar Attendance
Do seminars work? The simple answer must be yes.
- Business Growth
Friends Know if They Will Do Business Long Before You Ask
Even if the person on the receiving end says no you get your answer immediately. The decision has been made in advance.
- Business Growth
Wear Humility as a Badge of Honor
I seemed to be far more successful in my previous career than I ever imagined. I want to be that guy! Humility helps.
- Business Growth
The Case To Make Small Contributions To Many Charities
Here is the case for making $50 gifts to twenty worthy causes in your local area. This is both charitable and also good for business
- Retirement & Income Planning
Retirement Planning When You Don’t Have a Plan at Work
There are about 30 million non employer businesses run by the owner. How can they do retirement planning?
- Business Growth
Introductions: The Softer Way To Request Referrals
Do clients have nightmares? Of course. In addition to the stock market falling off a cliff, they worry about feeling obligated to provide referrals.
- Business Growth
How To Treat Your Client as a Market of One
Your client has consciously chosen to work with a financial advisor. They want to be treated as a market of one. How can you do that?
- Business Growth
Why Clients Should Properly Value Their Collectibles
Let us look at six reasons it makes sense to inventory your collectibles. Has silver really touched $85 an ounce? Older clients will remember when it was around $5.
- Business Growth
Is Your Client on the Wrong Side of a K Shaped Economy?
Let us consider some advice you can give to a client or their child who has a job but finds themselves on the wrong leg of a K shaped economy.
- Business Growth
Seven Ways To Get in Social Circles (That Keep You Out)
People in the financial services industry have been assigned this label for years. So, how do you get in?
- Business Growth
10 Ways for Financial Professionals Not To Start 2026
Plenty of articles address best practices, how about looking at mistakes financial advisors should avoid?
- Business Growth
Time: The Currency That Cannot Be Replaced but Can Be Preserved
We never seem to have enough time. When someone has died, we often regret we did not spend more time together.
- Business Growth
Seven Reasons To Get Client Annual Reviews Scheduled Now
This is an ideal opportunity for advisors to be proactive. Call them up and get an annual review scheduled in January.
- Business Growth
Why Help Clients When You Don’t Get Paid
Involves providing advice towards solving a problem where the advisor is nor ringing the cash register. There are several reasons why this is a good idea.
- Business Growth
How To Meet Your Future Clients Over the Holidays
The people who live in a protected, isolated world often are deeply involved in the holiday celebrations in your local area.
