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Articles by Bryce Sanders

In addition to his book, Captivating the Wealthy Investor, Bryce Sanders has also published articles about prospecting in the High Net Worth Market. You can read these articles by clicking on the title.

Client Retention

Is Your Client Cheating On You?
Professional Adviser (UK) March 18, 2010

What are the early warning signs a client may leave? How can you proactively address this situation? (Based on strategies from the seminar: The Art of Attracting Other People's Clients and Retaining Current Clients)

Cruel Intentions
(FT Publication, Financial Adviser) Jan. 20, 2011

What do competitors say to your clients to make the case for leaving your firm? (Based on strategies from the seminar Why You? Establishing Your Value With HNW Prospects)

Prospecting Strategies

Delivering Your Pitch
(FT publication Financial Adviser) Nov. 11, 2010

Positioning yourself in the prospecting process.
(Based on strategies from the seminar Why You? Establishing Your Value With HNW Prospects)
Show Your True Colors
(FT publication Financial Adviser) Nov. 4, 2010

Positioning your firm in the prospecting process as a "product" superior to competitors in measurable areas relevant to the prospect. (Based on strategies from the seminar Why You? Establishing Your Value With HNW Prospects)
Putting a Price Tag on Advice
(FT Publication Financial Adviser) Oct. 18, 2007

Expressions to use to communicate your value. Competing with "no load" investments by identifying actual costs and competing over the difference.
(Based on strategies from the seminar Why You? Establishing Your Value With HNW Prospects)

Spanner in the Works
(FT publication Financial Adviser) Oct. 21, 2010

Finding business owners and professionals doing well during the recession. (Based on strategies from the seminar Who Benefits Locally From Stimulus Spending?)
Need an Adviser? How to Stand out From the Crowd
Professional Adviser - April 29, 2010

What are 19 ways to reach your prospect and get on their radar screen?

How to Ask For Business or Referrals From Friends

How Can Your Friends and Family Help Attract New Clients?
Professional Adviser (UK) April 1, 2010

Short term strategies (one liners) for social situations to ask friends to do business. (Based on strategies from the seminar Transforming Wealthy Friends into Clients)

Friends Like These
FT Financial Adviser (UK) May 13th, 2010

Why are people reluctant to do business with friends? How can you address the issue? . (Based on strategies from the seminar Transforming Wealthy Friends into Clients)

Prospecting in Social Situations

In The Fast Lane
FT Publications, Financial Adviser (UK) Feb. 3, 2011

Choosing the right organizations to mingle with successful people (Based on strategies from the seminar Where to Meet and Socialize With Wealthy Individuals)

Winning the Wealthy
Professional Adviser (UK) February 1st, 2010

How to start conversations with wealthy people you don't know in social situations. (Based on strategies from the seminar Talking With Wealthy People and Getting Them to Like You)

 

     
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