Bryce Sanders

You want to get in touch while not pushing business or adding to their to do list.  Here are seven reasons you can make the call.

Having integrity and a good sense of ethics is an important selling point. How do you do it? #growth #advisors #integrity

If you read the world press you get the feeling the world is wondering what Us policy will be over the next four years. #growth

Treating time as a currency can also make the case for paying for professional services. #time #advisors #growth

Think about this from the perspective of a full service financial professional competing with lower cost providers. #growth #advisors

There are times clients should ask for advice but do not.  These are times you need to be digging and probing. #advice #investor

When you look around and see products advertised, many clients cannot afford them! They wonder who are all these people with all this money? #growth

Social prospecting is much easier if you are a new arrival in town. #advisors #growth

Expressions you use can sometimes sent signals that lead to warning bells. Let us look at eight expressions sending the message I am stuck in the past.

You either need to budget in for this increase or spread the expense across the rest of the year. #holiday #spending #finance

They want you to keep looking after their needs, probably for the rest of their life. How do you let them know you are committed? #growth

It can be easy to get discouraged. Let us look at twelve reasons why you should be optimistic. #growth #advisors

What can you talk about to calm their fears and get them thinking about the long term? #growth #advisors

Let us look at some examples you might use with prospects and clients to make the case for accepting your recommendations #growth

Regardless how wealthy they might be, everybody needs something. How can you get clients seriously focusing on referring business? #growth

If the average American household has $104,215 of debt how did they get to the point of owing so much? #debt #growth

How many does your client have? What do they cost? How many do they actually use? #subscriptions #advisors #growth

Trust is built up in small amounts over time, yet it can vanish in an instant. How do you get clients to trust you? #trust #growth

If you have only a few big clients, you might be worried about your client’s mortality, thinking about expanding your client base. #growth

If you are a financial professional, you cannot bend the rules because a single action can compromise your career and your life. #finance #compliance

Your need for cash varies depending on your lifestyle. Here are a few examples where you client might need folding money or alternate ways of paying. #cash

Suppose we rename this activity as proactive? Does it pay to be pushy then? #advisors #growth

Are a financial professional, can reading this publication support your prospecting efforts. The answer is yes. Let us look at eleven reasons why. #growth

The Silent No does not involve anyone actually saying no.  The person who is making the decision is never available. #advisors

The problems are they do not know who you are or why they should do business with you. How can you get on their radar? #growth #advisors

Putting on your financial planning hat, how can you teach clients to save? #advisors #growth #saving

Let us look at ten ways you can make business connections through your museum membership. #advisors #growth #network

People might not understand how client confidentiality works. Here are a few ways you can get that point across. #advisors #growth

Let us look at several reasons why your friends are not doing business. #advisors #growth

Someone realizes the benefits of a personal relationship, the more they should appreciate the benefits of their relationship with their advisor. #growth

They are not offering financial planning or investment advice at this time. Here are six conversations they might have concerning investments #growth

Like working with volunteers in nonprofits, the problem develops when you realize you cannot simply issue commands and expect results. #growth #advisors

From the point of view of networking within the HNW community, here are ten observations. #HNW #networking #advisors

They are distinguished from online investors because they pay for advice. What are some reasonable expectations? #advisors #growth

They do not put you on probation, like the manager who is unhappy with your performance or sales numbers. They simply vanish. #advisors #clients

Let us look at ten ways you can help clients cut down on vacation spending while still having a great time. #vacation #advisors #growth

Your clients may be feeling the squeeze, and you want to help them. Let us look at ten ways you can make this happen. #advisors #growth

Every business needs to grow. This means prospecting and onboarding new clients. #advisors #clients #growth

This is another financial planning story about how to help clients separate fantasy from reality. One lifestyle can be achieved if you are very, very rich.

Many common business practices they see every day at work could easily be applied to their own personal finances. #advisors #growth

Let us look at two couples with no children, living in identical houses with similar, but not identical lifestyles. #wealth #income

Preparing a wealth report, also known as a net worth statement is a good way to get this information out into the open. #wealth #advisors

Retirement plan reviews – Isn’t that part of the annual performance review I conduct for each client? #advisors #retirment #planning

Their answer should greatly effect how you and your client approach long term financial planning, especially if the business is their largest asset.#growth

Let us look at the annual performance review. Logically you are holding this with every client in the first quarter of the year, but ideally in January.

You are running your advisory practice from home, let us look at several reasons to pick up the phone and call your clients. #advisors #growth

You can learn a lot about a person before you meet someone for the first time. #advisors #clients #research

Unfortunately, certain things only tend to cost more if you put off the purchase. What are they? #enpenses #finance

I have gotten an annual engagement rate of about 37% from my universe of first level connections. This means you need to be both proactive and responsive.