Bryce Sanders

January 20, 2025 “You can chop down a tree with a hammer.” A veteran advisor in Northern California taught me that concept.

Your client might be new to budgeting. Maybe they need a refresher. A simple budgeting strategy is is the 50/30/20 plan. 50% goes towards necessities, 30% towards discretionary spending and 20% towards saving and investment. This is also termed Needs, Wants and Saving. (8) Sometimes clients need an approach best described as “Back to Basics.”

Sales is tough. You may be offering financial advice to people who need it, but it is still selling. People rarely (make that never) say: “Stop talking!

One of the most important benefits is right there on the wall.

It is very difficult to make the case for lightening up on stocks when the market is going up. It has been said the market goes up like an escalator, but down like an elevator.

Let us start by considering their CPA as a potential ally, not an adversary. You should be thinking of opportunities, not taking on a defensive ;posture.

Before you get hired by a client, the first hurdle to conquer is getting hired by a firm. It is cool again to be a financial advisor.

Let us assume your friends know you “work on Wall Street.” They are invested in the market. The topic of investing comes up in conversation.

February 3, 2025 There are plenty of reasons why friends don't do business with you. A major category is they do not understand how you can help them.

Between now and April 15th, everyone's mind is getting their personal income tax return filed.