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About Perceptive Business Solutions

Perceptive Business Solutions, Inc. was formed in 2001 by Bryce M. Sanders to provide High Net Worth client acquisition training to the Financial Services industry.

When asked "What topics relating to marketing to HNW individuals would you like to learn more about?" Financial Advisors across the country have frequently voiced three challenges:

  1. I'm having difficulty building a HNW clientele. I don't know these people because I don't move in the same circles;
  2. I know who these people are but I don't know how to talk with them in social situations;
  3. I know these people. They know who I am and what I do for a living but they have never approached me. How do I transform social relationships into business relationships?
Perceptive Business Solutions has developed a series of training seminars for Financial Advisors addressing the core issues above plus additional specialized topics. The seminars are based on personal experience (20+ years with a major financial services firm) plus interviews with:

  • Successful financial advisors across the country,
  • Professionals in different businesses that require the same skills
  • Wealthy individuals who are approached for business on a regular basis
The seminars include group training sessions, Action Plans, One on Ones plus follow-up. Our most frequent clients are:

  • Branch offices of financial services firms
  • Service and product providers to the industry
  • Planners or regional or national training events

Click here for a listing of topics or contact us directly!


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