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Bryce Sanders, president of Perceptive Business Solutions Inc., has provided training for the financial services industry on high-net-worth client acquisition since 2001. He trains financial professionals on how to identify prospects within the wealthiest 2%-5% of their market, where to meet and socialize with them, how to talk with wealthy people and develop personal relationships, and how to transform wealthy friends into clients. Bryce spent 14 years with a major financial services firm as a successful financial advisor, two years as a district sales manager and four years as a home office manager. He developed personal relationships within the HNW community through his past involvement as a Trustee of the James A. Michener Art Museum, Board of Associates for the Bucks County Chapter of the Fox Chase Cancer Center, Board of Trustees for Stevens Institute of Technology and as a church lector. Bryce has been published in American City Business Journals, Barrons, InsuranceNewsNet, BenefitsPro, The Register, MDRT Round the Table, MDRT Blog, accountingweb.com, Advisorpedia and Horsesmouth.com. In Canada, his articles have appeared in Wealth Professional. He is the author of the book “Captivating the Wealthy Investor.”
February 13, 2023 | Law.com
The accounting industry picked up on this idea years ago when the big accounting firms set up subsidiaries offering management consulting services. Lawyers are in an ideal position to offer impartial investment advice because they are fiduciaries.
By Bryce Sanders
6 minute read
March 27, 2020 | Property Casualty 360
What can insurance agents do during a pandemic? Plenty.
By Bryce Sanders
1 minute read
July 29, 2019 | ThinkAdvisor
Here's how the seriously wealthy fly under the radar.
By Bryce Sanders
1 minute read
June 13, 2019 | New York Law Journal
When friends get together, they often share what's on their mind. Although you might think world events, the current administration or upcoming elections are big topics, that's often not the case.
By Bryce Sanders
1 minute read
June 12, 2019 | Property Casualty 360
Here's how insurance agents and brokers can position themselves as a valuable resource to high-net-worth individuals.
By Bryce Sanders
1 minute read
June 12, 2019 | ThinkAdvisor
Be caring and considerate, and position yourself as a resource when you can.
By Bryce Sanders
1 minute read
The premier educational and networking event for employee benefits brokers and agents.
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