Advising senior executives

By Bryce Sanders | April 29, 2013 | Last updated on September 21, 2023
2 min read

Bryce Sanders

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

Talk succession planning

His business would continue if something happened to him – another executive would fill his role. He expects the same from his financial advisor.

Your action: Talk about your team and firm. An investment policy statement for the client raises his comfort level regarding continuity. If something happened to you, others would continue implementing the plan.

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