The Engaging Doctors Blog
Check out our blog to learn how to attract, engage and serve doctor clients.
Safety Is the New Currency of Financial Advice
How do doctors choose financial advisors? Is it the one with the best information? Information is everywhere. If information is... Read More
Dr. Google and AI: What Financial Advisors Must Learn from Medicine’s Identity Crisis
Financial advisors are asking a quiet question: Is AI replacing financial advisors? As artificial intelligence reshapes financial services, many advisors... Read More
Money, the Nervous System, and What Financial Advisors Do That AI Cannot (Yet)
Artificial intelligence is reshaping financial services. Many advisors are asking whether AI is replacing financial advisors altogether. Today, AI can... Read More
Bitter Tastes Sweet: A Super Bowl Marketing Lesson for Advisors Who Want Doctor Clients
I’m excited to be a “12”, celebrating the Seahawks’ Super Bowl win I want to offer a marketing idea to... Read More
How Financial Advisors Can Help Doctors Navigate Anxiety About Debt
If You Work With Physicians Long Enough If you work with physicians long enough, you will eventually encounter physician debt... Read More
The Looking Rich Vortex: Why High-Income Doctors Still Struggle With Money
Most doctors don’t struggle with money because they’re irresponsible. Many high-income doctors struggle with money not because they’re irresponsible, but... Read More