The Engaging Doctors Blog
Check out our blog to learn how to attract, engage and serve doctor clients.
The Spreadsheet Isn’t the Whole Story
Why Understanding a Physician Client’s Money Story Is Part of Good Financial Advising A recent Gallup finding stopped me. Fifty-five... Read More
Sir Isaac Newton's Million-Dollar Mistake: A Story Every Financial Advisor Should Tell Physician Clients
“I can calculate the motions of the heavenly bodies, but not the madness of people.”— Sir Isaac Newton If you’ve... Read More
Heal Thyself: Why I Founded Engaging Doctors
“If my life had a bumper sticker, it would read: Heal Thyself.” Looking back over my life, I can see... Read More
AI Is Your Thought Partner, Not Your Substitute CEO
Artificial intelligence is changing the way financial advisors work. Every week I hear another advisor say, “I used ChatGPT to... Read More
Heal Thyself: Why I Founded Engaging Doctors
“If my life had a bumper sticker, it would read: Heal Thyself.” Looking back over my life, I can see... Read More
The Medical Market Requires an Adapter
Why Great Marketing Often Fails with Physicians When the famous bank robber Willy Sutton was asked why he robbed banks,... Read More