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Agents, advisors and all other financial professionals share a common complaint. There is never enough time to get everything done. We are all missing a great opportunity – making efficient use of the small segments of time that drop in our laps throughout the day. If you have heard the saying, "The longest journey starts with a single step" you will understand how these little bits of time can be utilized to maximum impact.
What are these little bits of time? You are called in from the field into the office because your manager wants to meet for your periodic performance review. You suddenly learn they are running 30 minutes behind. You have a client meeting you at the office for lunch. You are ready at noon, they are running 10 minutes late. Everyone is attending a sales meeting in the conference room, but the projector and the computer aren't talking to each other. It winds up taking 10 minutes to get it fixed. You join into a video conference call on time, but they end up waiting five minutes for late arrivals. All this time adds up.
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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.”
