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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.
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 leading 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.
He
developed personal relationships within the High Net Worth 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 serving as a Church lector.
Personal
experience is supplemented with extensive interviews with successful
financial advisors across the industry and successful business leaders
and philanthropists within the High Net Worth community. He is the
author of the book Captivating the Wealthy
Investor.
In
the U.S. he has been published in Wealth Manager, Financial
Planning, On Wall Street, Advising Boomers, National
Underwriter, Round the Table, and Horsemouth.com.
In the U.K. he has been published in Financial Times Publications
(Financial Adviser and Investment Adviser), also Professional
Adviser and Investment Week.
His
research has been the basis of articles
in Investment Advisor magazine.
His
seminars offer practical step by step solutions
to building a High Net Worth clientele and are customized for the
local market.
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