Bryce Sanders

Financial advisors are often “Type A” personalities. They want to take action. Years ago, I heard about a management training exercise where a group

Birds of a feather flock together. When the wealthy do business, they like to feel they are working with "one of their own."

June 21, 2018 You would think people with money would work hard to keep it. Sports figures earning high incomes over short careers can be especially vulnerable to financial problems.

This is attributed to David Mamet and has been heard by everyone. Experienced advisers are here for a reason. They survived. Even better, they thrived. Many newer advisors might think the business has changed. It has, but the lessons those older advisors learned back then are still valid today.

Do your clients say good things about you? Before you can answer that question, you need to give them good things to talk about.

If you are serious about in-person social networking, becoming the person everyone wants to know at the country club is a great objective.

Many moderately wealthy people run into a problem when they retire. They get bored easily. There is only so much golf you can play.

Have you ever seen a race where the lead runner stumbles at the final hurdle? I might be athletes. It might be horses. They were so close to victory.

Let us concentrate on 14 people who are part of your everyday social circle. They need to know your title, but also how you help people in everyday situations. Raising your visibility with these folks can get a flow of introductions and referrals heading in your direction — or you could even add them as clients.

Cruising is popular, especially among people with the time and disposable income to make this possible. There are plenty of other things they could be doin