The Engaging Doctors Blog
Check out our blog to learn how to attract, engage and serve doctor clients.
Help Protect Your Clients from Scammers
I was practically jumping with joy. A few weeks ago I applied for a trademark for “The TrueWealth Way.”... Read More
Do Your Prospect Resist Your Fees?
I was coaching a very disappointed financial advisor. She said, “I’ve been speaking with a physician prospect for months.... Read More
Doctors Would NEVER Forget This
One of my private financial advisor coaching clients had the opportunity to deliver a presentation to a group of elite... Read More
Performance: My Son’s Story about His Fail
How do you enjoy higher levels of business performance? More importantly, what story do you tell yourself when you “fail”?... Read More
Med Mal Lawsuits: What Financial Advisors Who Serve Drs Need to Know
Physicians hold three deep, dark fears: Outliving their money. Getting sued. Losing the lawsuit— and saying goodbye to all of... Read More
Here’s What Ed Slott Says about Working with Doctors
Are you thinking about attracting, engaging and serving more doctor clients in 2024? Maybe you’re wondering how you would get... Read More