Bryce Sanders

So far, so good. It looks like 2024 will enter the books as a good year for the stock market.

Everyone loses clients. As an agent or advisor, you have a list of active prospects. These are people with the potential to be great clients.

Gift giving is a sign of respect in many cultures. It is a way of saying thank you for your customer loyalty.

December 23, 2024 “It's a privilege of wealth, to experience the world on my own terms.” Is this a quote from a well know celebrity or famous philosopher?

The simple answer is you will probably give them one. Bear in mind certain items cannot be discounted because the fees are baked into the product. Insurance policies are a good example. The advisor's compensation is built into the product price. If the advisor were to hand cash back to the client, the law would likely view that as a kickback. That is illegal.

As another new year approaches, people often make resolutions. This is the best case for incremental improvement that I have ever found.

December 30, 2024 Want your clients to feel you are paying attention? Want to get the message across “Your goals are my goals?” Conduct reviews.

Let us mention the obvious source first. Referrals from current clients. You know this already. You have a strategy already in place. Let us look at other sources.

You could get down to work next week, or you could start to get ahead today. By Bryce Sanders | December 31, 2024 at 05:22 PM

Feelings of anxiousness or even betrayal are not uncommon for clients paired with someone new.