Bryce Sanders

Let us look at twelve ways volunteers can personal a charity event or a financial advisor can personalize a client recognition event.

Financial advisors wear many hats. They give investment advice, as the job title implies. They can be insurance agents and bankers too.

When I was a financial advisor, we had plenty of sponsored lunch meetings in the office. Run by wholesalers, they fed you and talked about their product.

All advisors want to create “aha” moments. The prospect hears an analogy that makes sense to them and buys into the decision you are asking them to make.

When people wear lapel pins, they are sending a message. Figuring out that message is the first step towards getting to know them better. This can lead to connections, friendship and perhap;s business.

Don't most financial advisors want wealthy people as clients? Regardless of your answer, you need people with investable assets.

Have you had that conversation with your philanthropically minded clients? They might know part of the story, but not the big picture. This can have huge advantages. If sharing this knowledge in a simple, straightforward way, you might get invited to their next board meeting to repeat your story!

The life of an insurance agent can be difficult.

The dog days of summer really exist! It's not an excuse some people use to explain why we are pretending to work! This period runs from July 3 to August 11 this year.

“I invest on my own, so I don't need a financial advisor.” Many financial professionals hear this from friends and acquaintances.