Search results for: Bryce sanders

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Does Your Client Rely Too Much on Online Travel Reviews?

Here are examples of questionable reviewer gripes, and how to advise your client around them so they can enjoy their vacations. (By Bryce Sanders)

The Advisors HNW Clients Often Overlook

In this age of online DIY, your client may not realize the many ways a travel agent’s personalized service adds value. (By Bryce Sanders)

10 Cost-Cutting Tips Clients Are Unlikely to Notice

From canceling your luncheon club membership to taking on a college intern, there are plenty of stealthy ways to reduce expenses.  (By Bryce Sanders)

How to Get Clients to Look Closer at Their Finances

They can’t assume they’ll have enough money to retire if they don’t keep an eye on their investments. (By Bryce Sanders)

8 Ways to Get Your Clients to Broaden Their Horizons

Travel can still be practical and enjoyable as we ager, but your clients may need some more convincing to get out the door. (Bryce Sanders)

Latest news

How Republican EV Cuts Could Put U.S. Carmakers Behind China

U.S. automakers are steadily losing ground overseas as electric vehicles gain traction with consumers.

Can AI Replace Financial Advisors?

As AI “advisors” gain market share, flesh-and-blood professionals should remember they have a secret weapon — and learn how to leverage it.

Currency Risk is Leaving Clients Vulnerable

Many advisors underestimate how much currency exposure can erode the international gains clients rely on today.

Trump’s Finances Were Shaky. Then He Began to Capitalize on His Comeback.

Trump doesn't simply desire the easy money his presidency makes possible, he needs it to keep his empire intact.

The Dollar Has Its Worst Start to a Year Since 1973

A variety of factors related to Trump policies have contributed to the big decline.