The Engaging Doctors Blog
Check out our blog to learn how to attract, engage and serve doctor clients.

Why Doctors Desperately Seek Financial Leadership Now
The COVID-19 pandemic brought about many challenges, but one that stands out to me was an event that seemed almost... Read More

Jump on July 1st: A High-ROI Marketing Opportunity for Financial Advisors
Did you know that doctors will be arriving in your town on July 1st? If you’re a financial advisor who... Read More

The Book I Almost Didn’t Write — And Why It Might Be Your Secret Weapon for Reaching Doctors
We’re popping the champagne over here. After almost four years in the making, my latest book How Doctors Build TrueWealth... Read More

Helping Clients Manage Money Anxiety
Money anxiety isn’t just a mindset—it’s a physiological experience. As a financial advisor working with high-performing clients like doctors, understanding... Read More

What Financial Advisors Need to Know When Doctors Get Sued
If you want to build deeper trust with your doctor clients, you need to understand one of the most painful—but... Read More

Financial Advisors: Protect Doctors from Scams and Fraud
If you want to have more conversations with more doctors, join the conversations they’re already having in their heads. I... Read More