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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:
- I'm having difficulty building a HNW clientele. I don't know these
people because I don't move in the same circles;
- I know
who these people are but I don't know how to talk with them in social
situations;
- 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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