You are thankful for your clients. Show your appreciation. (Photo: Thinkstock)
December is fast approaching. The holidays are a time of good cheer. You've had a good year. Your clients made this possible. You want to have a long-term relationship with all of them. What could you do over the holidays?
Greeting cards
Sending holiday cards seems the obvious choice. You might think in the digital age, paper holiday cards have gone the way of cassette tapes and VHS recorders. You might be surprised. According to a December 2017 CNBC report, 1.5 billion seasonal holiday cards were sent the previous year.
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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 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.”
