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A Story to Help Doctors Understand What You Do

A Story to Help Doctors Understand What You Do

Years ago, I witnessed something miraculous at the grocery store about 3 days before Christmas.

There was a hub-bub at the self-check register to my right. The large family realized they did not have enough money to pay for the $200+ of groceries in their cart. They had a heated conversation about which items to remove. Everyone had different thoughts about, “Christmas wouldn’t be Christmas without….”

Then, very quietly, the woman at the register to my left called the store clerk over. She said, “Here. Why don’t you charge that family’s groceries to my credit card.” The clerk said, “But that’s over $200!” The generous woman to my left said, “I know. Fortunately I can afford it.”

Yesterday I thought about that gracious Christmas giver at the grand opening of a new Seattle grocery store. My son and I were in line paying for the few items we needed to make a cobbler with the blackberries we just picked.

Right in front of us there was a woman with a baby in the child cart seat and a 5-year-old boy hanging on her leg. The woman went into her purse to find her wallet. It wasn’t there. No amount of digging helped.

She was in a state of panic. She turned to her son and asked, “Where’s my wallet?” Much to my surprise, he told her exactly where she—or maybe he—had left it.

I said, “I’ll watch your baby while you go look.”

Maybe I’m cynical but I didn’t expect this woman to find her wallet in the packed grocery store.

I could easily imagine her angst as she went home without her groceries and then faced all the things that need to be done when a wallet is stolen.

As I looked at her beautiful smiling baby, I knew I could help this woman at least leave the store with her groceries.

I took out my wallet, and told the clerk, “Here. Charge her groceries on my card.”

Much to my surprise, the mom came back clutching her coin purse! 

She thanked me for watching her baby and pulled out her card to pay. The store clerk said, “That lady already paid for your groceries.”

This mom was shocked. She said, “I don’t have any cash. How will I pay you back?”

I said, “Maybe one day you’ll be in a position to help a family in crisis in the grocery check-out line. That will work for me!”

TrueWealth is the freedom to do these kinds of things.

As you speak with your doctor prospects and clients about money, they are, in general more interested in creating experiences and making an impact than in the numbers.

Share this story with them. Ask, “If money were no object, with whom and how would you make your impact?”

Say, “My job is to help you make that impact. The greater your wealth, the greater your impact. I’ll play close attention to the numbers so you can create an even bigger legacy.”

What do you think?