advisor working with client 1.  Insurance is a complicated product. 2.  Ongoing relationship. 3.  Aftermarket support. 4. The fiduciary concept. 5.  You were referred.  6.  Financial planning.  7.  Expertise. 8. The economic landscape is changing.  9.  Hand holding.  10.  Someone to blame. Bryce Sanders is president of Perceptive Business Solutions Inc.  He provides HNW client acquisition training for the financial services industry.  His book, “Captivating the Wealthy Investor” can be found on Amazon.
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