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Bryce Sanders  

AUTHOR OF Captivating the Wealthy Investor

Bryce Sanders, President of Perceptive Business Solutions Inc. is a national speaker for the financial services industry on High Net Worth client acquisition. During 2005 he delivered over 90 seminars at the local or regional levels. 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; and how to transform wealthy friends into clients. Bryce spent 20 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 has developed personal relationships within the High Net Worth community through his 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. His research has been the basis of articles in Investment Advisor magazine. He is the author of the book Captivating the Wealthy Investor. His seminars offer practical step by step solutions to building a High Net Worth clientele and are customized for the local market. TOPICS Captivating the Wealthy Investor Successful Seminar Strategies Building Business by Doing the Things You Enjoy Cultivating Wine Fans as Business Prospects Friends into Clients: Approaching Acquaintances for Business Friends into Clients: Addressing the “Risk to Friendship” Barrier The Art of Attracting Other People’s Clients (and Retaining Current Clients) Identifying the Retirement Assets of the Invisible Rich Closing the Business: How to Ask For the Order Why You? – Establishing Your Value With HNW Prospects Beyond Referrals ‘Do Not Call’ Prospecting: Effective Alternatives to Cold Calling Presenting the Planning Based Process Presenting the Benefits of Managed Money Time Management For FAs

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