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