Bryce Sanders

Have you considered these ideas that break free of the traditional mold for this method of prospecting? #advisors #speaking

Do not want to be pushy, but you want to stay on the radar. This often involves a combination of being respectful while also making your point. #Advisors

Firms are big on conferences because it boosts productivity, morale and loyalty. You have invested your time to be here. #advisors

Advisors are always on the lookout for outreach strategies that keep them top of mind with clients and prospects. #advisors #growth

It seems to make sense to step away from the stock market when things are unsettled, but a good case can be made for staying invested.

Let me think about it. How many times have you heard that from a client? You feel the suggestion is in their best interest. #clients #growth #advisors

We want to stay top of mind with clients, but not seem like we are pushing for business to hit our year end numbers. #investors

Let us look at the different ways money leaves your client’s checking account as soon as it arrives. #finance #money #subscriptions

That special skill we have is our “superpower.”  What is yours?  How can it lead to more business? #advsors #prospecting $success

Everyone has a tendency not to want to brag. Taking pride is different, especially if you are sharing the pride with others. #advisors #business #growth

Many of these areas can be adequately addressed through training, but that does not solve the issue of I want to work with someone who looks like me

As a financial planner or financial advisor, you would like to attract more clients.  LinkedIn can be a useful place to raise your visibility.

Everyone’s time is valuable. Sometimes you do not feel that way, especially when kept on musical hold forever. #advisors #growth #time

Everyone gets asked: What’s your minimum? There are tactful ways to answer the question besides simply giving a number. #advisors

Even when things are looking grim, there are good reasons to be buying when others are selling. #investing #advisors #investors

Many clients are seeing their budgets squeezed as inflation hits home.  Some have forgotten how to shop. #budget #finance

In most cases you can make use of the information to address needs they have expressed and do more business. #advisors #surveys

An unsettled stock market or a lower interest rate environment doesn’t mean your income seeking client is out of alternatives. #investor

Do you have some successful clients who have built successful careers, yet their personal finances are a disaster? #advisors #investors

When the stock market changes direction, they are slow to adapt.  What mistakes do investors make? #investors #advisors 

Many newer advisors, after completing training ponder the question: Am I better on my own or should I join a team? #advisors

How can households earning $250,000 be having problems making ends meet? How can you help, using your financial planning expertise?

There are many ways your client can arrange for their name to live on after them.  Many nonprofits are happy to help. #legacy

The people you meet often turn out to be ones you would not have been able to reach through conventional business channels. #advisors

Every advisor would like business to come to them. That is possible.  Let us look at eight reasons you need to be proactive. #advisors

These are five of the ways HNW individuals can determine if you are for real or playing a role. #advisors #investors #investing

There are many reasons why some investors choose not to work with an advisor.  Most are based on misperceptions.  You can help change that.

There is a lot to learn by observing the surroundings. This is a two-way street. #advisors #prospecting #sales #business

Your firm might have a formal mentorship program.  If not, you need to find yourself a good mentor.  Keeps these points in mind.

Although you often want to take charge of conversations, sometimes it’s better to let the other person bring up the subjects of firms and advisors.

It has been said the last three letters of the word listen are ten implying you should let the client speak ten times as much as you speak.

You want to become a regular.  Make it your mission to visit at the same time every day, several days each week. #prospecting

For some reason in our culture, compliments make us feel awkward. Here are a few ways to handle the situation. #compliments

Which is best? Buying mutual funds, stocks or ETFs? The simplest questions can often be the most complicated. #advisors #investor

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.

When you consider the breadth of advice you can offer through your firm, you realize it is not that far away from one stop shopping.

You are not merely selling an investment. There are many aspects of sales within the advisory relationship. #advisors #investors

Retail therapy is another way of saying shopping can be fun, a welcome distraction.  Investing can be pleasurable and enjoyable too.

Your friends and clients can be your greatest cheerleaders.  Do they need to be reminded how you help people? #advisors

Here’s the logic behind why they, I and you should cultivate the younger generation. #advisors #relationships #millennials

If these were the twelve tests to determine what constitutes a profession, financial advisors qualify in almost every category.

Working the room takes work!  You never know where the first encounter might lead! #prospecting #advisors #marketing

When it comes to getting referrals, advisors have a problem.  Clients think you have unlimited capacity.  #advisors #exclusivity

There is plenty technology can do to help, but it can’t replace the human element in relationships. #advisors #relationships #success

Regardless of your length of time outside of school and regardless of theirs, your fellow alumni represent a pool of people who may need advice.

Here’s my logic why you want to respond to every message that comes in your direction. #advisors #linkedin #marketing

Sincerity and truthfulness are building blocks when starting a relationship.  Get them in place early. #advisors #investors

Owning and operating rental property can be very hands on or cost a lot to have someone else handle the details. #rental #fixedincome

You still haven’t broken into the top tier of wealth in the community.  Getting involved with fundraising for a local nonprofit is a next step.

People often panic, thinking the end of the world is at hand.  How can you talk them off the ledge? #stockmarket #investing #finance