How would you feel if you had a problem and your nearest and dearest had no interest in helping you? You would think your family members didn't love you. You would think you need to find a different set of friends. You would seek out people who took relationships seriously and cared. This might describe how your employees feel about getting financial advice.
Let us start by determining if there is a problem that needs addressing. Bank of America produced a report indicating 62% of employees are stressed out concerning their personal finances, 80% of employees think their employers have a role to play in their financial wellness, and 97% of employers feel the same way. This needs to be balanced with employee concerns for their privacy. CNBC reports employees are not happy with the ways companies gather data about them and 64% have concerns about data security.
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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.”
