Articles by Bryce Sanders
- Retirement & Income Planning
The Overspending Retiree in a Rising Stock Market
A client who has carefully prepared for retirement, suddenly goes on a spending spree once they retire, Why does this happen? What can you do?
- Practice Growth
What Established Advisors Know (And New Ones Need To Learn)
Experienced advisers are here for a reason. They survived. Even better, they thrived.
- Practice Growth
Prospecting Strategies for Advisors Who Hate Prospecting
Let us look at seven strategies that don’t involve cold calling or cold walking. Many remind you of the tortoise and the hare analogy.
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Post April 15th: What Did the Accountant Tell Your Client?
Did Your Accountant Suggest Anything You Should Do Differently in This Tax Year? Here Are a Few Points They Might Have Made
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Why Do Clients Pay for Professional Advice?
Before you start selling your service, it makes sense to understand why someone would pay for another to do that task.
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After Work Networking for New Prospects
Another segment who destress differently, visiting a local bar for happy hour.. If you fit into this last category, is this article talking to you? Yes.
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The Case for Calling Every Client Now
Put another way, an investor below age 35 might never have seen a down market. Now they have one unfolding before them, at least in the short term.
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10 Incremental Ways To Improve Seminar Attendance
There is no magic bullet or secret sauce to boost seminar attendance, but there are small things you can do to increase the turnout.
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Friends Know if They Will Do Business Long Before You Ask
Even if the person on the receiving end says no you get your answer immediately. The decision has been made in advance.
- Retirement & Income Planning
Can You Live a Comfortable Retirement Lifestyle on $100K a Year?
Can you live a comfortable, approaching luxurious lifestyle on slightly under $100,000 a year? I think so.
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12 Unexpected Benefits of Having a Financial Advisor
There are several other benefits, valuable from the client’s perspective, that never get talked about. What are they?
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8 Unique Prospecting Ideas to Crack the UHNW Market
Over 40+ years I have heard about a lot of different approaches. What are the most interesting and unusual?
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Great Advisors Don’t Leave Anything on the Table
What does it mean to Not leave anything on the table? Let us start with what it does not mean: It does not mean to try to get everything done at once.
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How Often Should You Contact Your Clients?
Considering your client base as a whole, you are probably not in touch with everyone on a regular basis. Does it matter? #growth
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Do Your Clients Know Where Their Money Goes
Your client might be new to budgeting. Maybe they need a refresher. A simple budgeting strategy is is the 50/30/20 plan.
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Ten Ways Clients Can Provide Referrals
Regardless how wealthy they might be, everybody needs something. How can you get clients seriously focusing on referring business? #growth
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Eight Mistakes To Avoid When Taking on a New Client
Every business needs to grow. This means prospecting and onboarding new clients. #advisors #clients #growth
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How a Couple Earning $500,000 Can Be Living Paycheck to Paycheck
Let us look at two couples with no children, living in identical houses with similar, but not identical lifestyles. #wealth #income
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Does Your Client Live in the Past, Present or the Future?
Every client feels their situation is unique and deserves careful thought. This holds for client personalities too. #advisors #clients
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Ten Ways To Get Your Picture in the Local Newspaper
If you live in a suburb, smaller town, resort community or semi-rural area, getting your picture in the newspaper is not so tough. #advisors
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How To Discuss Portfolio Performance With Clients
How can you report on performance when the news isn’t good? The same way you would report in good times. #advisors #clients #reporting
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How Do People Feel About Brokers?
If you have clients, suggest investments and charge fees, most people will consider you a broker which is short for stockbroker. #advisors
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Networking: 11 Places to Find C Suite Executives
A look at 11 examples of places you are likely to find a high concentration of C Suite executives. #advisors #prospecting #growth
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Sole Practitioner or Team Member? Which Is Better?
Many newer advisors, after completing training ponder the question: Am I better on my own or should I join a team? #advisors
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Where Can You Meet Wealthy People Socially (at Low Cost)
The people you meet often turn out to be ones you would not have been able to reach through conventional business channels. #advisors
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How To Accept a Compliment from a Client (or Anyone Else)
For some reason in our culture, compliments make us feel awkward. Here are a few ways to handle the situation. #compliments
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Eight Useful Analogies When Trying to Explain the Market
These simple examples should hopefully result in an aha moment from your client, putting them in a favorable frame of mind to follow your advice.
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Everyone Lives by Selling Something
You are not merely selling an investment. There are many aspects of sales within the advisory relationship. #advisors #investors
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How to Ask Clients for More Money
There are several logical reasons why clients should add more money and assets into their accounts. #advisors #investors #success
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Responding to: “I Already Have an Advisor”
I already have an advisor doesn’t need to be a conversation killer. You have alternatives to take the conversation in a different direction
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How the Roller Coaster Analogy Helps Explain Volatility
The stock market is like a roller coaster. The analogy can help you explain lots of points to clients and prospects. #stockmarket
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When Does Investing Become Gambling?
At some point buying and selling stocks as a day trader leaves the realm of investing and becomes gambling. When does that happen?
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Answering the Question: “What Have You Done for Me Lately?"
Earning your Keep
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Do People Really Do Business on the Golf Course?
Do People Really Do Business on the Golf Course?
- Opinion
Advisors Guide: How Charity Galas Become Networking Events
None
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Why Do People Think They Can Beat the Market?
Think They Can Beat the Market
