Bryce Sanders, President of Perceptive Business Solutions Inc. has provided training for the financial services industry on High Net Worth (HNW) 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 major 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 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 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 US he has been published in 40+ metro market editions of American City Business Journals, Accountingweb, NAIFA’s Advisor Today, The Register, LifeHealthPro, Round the Table, the Financial Times site Financial Advisor IQ and Horsesmouth.com. In the UK he has been published in: AccountingWeb.co.uk . In Canada his articles appear in Forum.