Bryce Sanders

Bryce Sanders is President of Perceptive Business Solutions Inc. in New Hope, PA. His book “Captivating the Wealthy Investor” is available on Amazon.com.

Planning and Advice

8 myths about financial planning

You understand how important financial planning its, but not all clients grasp its value. Here’s how to bust eight common myths.

By Bryce Sanders |February 23, 2015

4 min read

Planning and Advice

Is Gen Y worth the effort?

There’s a lot of discussion around the unique needs and preferences of Gen Y. Is it worth the effort to get them in into your book?

By Bryce Sanders |October 31, 2014

3 min read

Planning and Advice

7 ways to prospect doctors

Research the highest-earning professions in major cities and you’ll see doctors near the top of the list. They’re a great target market, but how can you get close to them?

By Bryce Sanders |October 3, 2014

3 min read

Planning and Advice

How to write a prospecting letter

Most advisors know it takes about six tries before prospects are on board

By Bryce Sanders |September 16, 2014

3 min read

Planning and Advice

Advisors occasionally have current or former financial professionals as clients. There’s a tendency to think that because they’re insiders, they have minimal use for your advice. This worry’s usually unfounded.

By Bryce Sanders |September 2, 2014

3 min read

Planning and Advice

Make the Family Index your benchmark

It’s tough to compete on performance. When the stock market has a great year clients want the same, or better. They mention no-load index funds in every conversation. But when the market declines, they hold you responsible. “Yes, I like index funds, but I don’t like losing money,” they’ll say. What to do?

By Bryce Sanders |August 26, 2014

3 min read

Planning and Advice

10 rules of seminar follow-ups

Many advisors who hold seminars declare victory when the curtain descends. That’s a mistake, because all their efforts will go to waste without effective follow-ups.

By Bryce Sanders |August 19, 2014

3 min read

Planning and Advice

Running a successful seminar

When putting on a seminar, most of the work goes into getting people to show up. But filling the room’s only the first step. Here are some tips for putting on great event.

By Bryce Sanders |August 12, 2014

3 min read

Planning and Advice