The Engaging Doctors Blog
Check out our blog to learn how to attract, engage and serve doctor clients.
When Your Client Is Responding to Yesterday’s Financial Reality
Have you ever been sitting across from a long-time client and thought: “This just isn’t like them.” Maybe your normally... Read More
Are Your Physician Clients Rich–or Wealthy?
A physician can earn $500,000 a year and still feel broke. From the outside, that may appear irrational. How could... Read More
What’s Your Trojan Horse? A Better Way to Reach Doctors
Two common prospecting mistakes keep advisors outside the gates of the medical market—and the answer is not more force. ... Read More
What a Newly Invented Color Can Teach Financial Advisors About Working with Doctors
Inspired by “How to Invent a Color” by Rivka Galchen in The New Yorker Scientists recently created a visual experience... Read More
What Today’s “Good Advice” May Look Like Tomorrow
A lesson for financial advisors who want to earn doctors’ trust While searching for a photograph of myself in a... Read More
When Your Doctor Client Brings You a “Can’t-Miss” Investment
The pitch is irresistible. Their physician partners are investing. A respected colleague introduced the opportunity. The founders seem brilliant. The... Read More