Local nonprofit groups range from the arts to charities, but they all need to deal with three functions: Membership, fundraising and event planning. That's where you come in. (Photo: Shutterstock)
Most people know the best way to rub shoulders with business owners and professionals who could become clients is by getting involved with a local non-profit. Many people do it. Nothing happens.
What are they missing?
How not to do it
Different insurance professionals make different mistakes. Some join, assuming business will come to them. It's the “Is there a doctor in the house?” philosophy. Others treat meetings as networking events, cornering people and handing out cards. Others determine the organization is run poorly, then launch an unsuccessful coup to try and gain control.
You didn't do any of those things.
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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.”
