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