Bryce Sanders

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.”

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November 08, 2024 | Law.com

How Can Lawyers Get Client Referrals?

Getting new business doesn't always involve knocking on doors. It can often be gained by whispering in the right ears.

By Bryce Sanders

4 minute read

September 18, 2024 | Law.com

When Your Firm Gets Bought Out, Remember That You Are An Asset

When someone buys a financial services firm, accounting business or law practice, they get people. People are the assets. Give the acquiring firm a chance to make this worthwhile for everyone concerned.

By Bryce Sanders

4 minute read

August 08, 2024 | Law.com

What Financial Questions Should You Ask Your Client?

If you open the door to helping clients with financial planning, it can also make sense that a law firm might address the same concerns internally. In that case, the financial planning questions a forward-thinking attorney might ask of a client are also questions that attorney should be considering in their own life.

By Bryce Sanders

7 minute read

February 13, 2023 | Law.com

The Case for Having A Lawyer as Your Financial Planner

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

July 29, 2019 | ThinkAdvisor

10 Ways the Wealthy Buy Privacy

Here's how the seriously wealthy fly under the radar.

By Bryce Sanders

5 minute read

June 12, 2019 | ThinkAdvisor

8 Things Wealthy People Worry About

Be caring and considerate, and position yourself as a resource when you can.

By Bryce Sanders

5 minute read

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