“Go after your natural market.”
How many times have we heard that? You know more people than you think.
Many like you, but they don't see you in the context of offering financial advice or helping solve problems involving money. This drives you nuts when they either tell you about a financial product they just bought or want advice choosing between two providers offered by a competitor.
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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 spent 14 years working with a financial services firm as a 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, a member of the board of associates for the Bucks County Chapter of the Fox Chase Cancer Center and a member of the board of trustees for Stevens Institute of Technology, and as a church lector. He is the author of the book “Captivating the Wealthy Investor.”
