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.

Advising or prospecting for wealthy clients need not be an ordeal. If you start with a fundamental understanding of where the wealthy spend their money, you can better understand where their pain points are and what matters most to them. Bryce Sanders gives a an inside look at what a financial advisor might consider when dealing with those who are very well-off.

Read the full article on ThinkAdvisor

Want more Dunham? Check out some of our recommended posts below or subscribe to the Dunham Blog.

SUBSCRIBE TO
THE DUNHAM BLOG