The Engaging Doctors Blog
Check out our blog to learn how to attract, engage and serve doctor clients.
The Four Financial Identities of Physicians
Financial advisors often assume that physicians think about money the same way other professionals do. Logic suggests that But physicians... Read More
Lies Everyone Tells You About Marketing to Doctors
Financial advisors often hear the same advice when it comes to marketing to doctors and attracting physician clients. Physicians earn... Read More
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