The Engaging Doctors Blog
Check out our blog to learn how to attract, engage and serve doctor clients.
Conversations about Taxes
I have been listening to local election-related conversations about taxes. In 2021, the Washington State Legislature passed a law creating... Read More
Cracking the Physician Code Master Class
For the past 15 years, I’ve helped financial advisors accelerate their growth by attracting, engaging and serving more doctor clients.... Read More
Medscape Retirement Survey
Today about half of practicing physicians are age 55 or older. In the aftermath of COVID, many are asking, “When... Read More
How Do Your Clients Finance a Dream?
In this past year I’ve seen an explosion of doctors interested in some sort of entrepreneurship. For some this means treating their... Read More
Fun Financial Facts to Know and Tell
My son and I were visiting a farm we’ve frequented since he was a baby. The huge pig was cooling... Read More
The Goldilocks Test for Retirement Preparedness
I split my time between two homes. I own a house in Minnesota that’s now rented out as an Airbnb... Read More