Sometimes clients become friends. You are a benefits professional. Your primary focus are business owners. Some have become friends. Business has gotten slow and they need to make some hard decisions. You can help them both in your role as a benefits professional and friend. Let us look at how.
What's all this talk about business getting slow, you ask? Isn't the S&P 500 up almost 5% year to date? Doesn't it look like interest rates are coming down? Doesn't that mean the business climate is good? Drive around your local area. Do you see empty storefronts? Have you seen businesses closing? Are clients complaining business is slow? Some businesses are finding it tough to get by today.
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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.”
