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 optimize portfolios, model outcomes, and generate plans in seconds. As a result, many advisors are […] 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 make the Super Bowl a win for everyone. The best marketing lesson this year didn’t […] 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 anxiety. Sometimes it’s student loans.Other times, it’s a mortgage.In many cases, it’s business or real […] 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 because they’re operating inside a culture that quietly rewards looking successful more than building a […] Read More
What My Rescue Dog Taught Me About Money–and Fear
Yesterday, I had a moment that every dog parent dreads. I let my new rescue dog, Louie, out into the backyard while I was on a call. Louie is a six-year-old Great Pyrenees–cattle dog mix […] Read More
A Doctor’s Brain on Money
And What Financial Advisors Need to Understand About the Human Brain Financial advisors who work with physicians often share a quiet frustration: “My smartest clients still make the worst money decisions under stress.” This isn’t […] Read More
What’s the Life of a Doctor Really Like — and Why Is It Important for You?
Tonight, Season Two of The Pitt Airs. If you’ve ever wondered what life is really like for a doctor—especially an ER physician—this series offers something many doctors say is rare: a realistic portrayal of what […] Read More
Set Yourself Up for Success in 2026
Want to work with more doctor clients in 2026? Click here to learn more about the Get More Doctor Clients Program. Read More
Starbucks Failed for 9 Years in China. Here’s What That Teaches Financial Advisors About Doctors.
Many financial advisors eventually say some version of this to me: “I tried to work with doctors. It didn’t work.” Sometimes it’s said with frustration. Sometimes with resignation. Often with a quiet conclusion: “Doctors just […] Read More
Am I Better Off With You… or Without You? The Question Every Doctor Is Asking (But Rarely Says Out Loud)
People ask a question in the context of both personal and professional relationships. They don’t usually say it out loud. But it’s always there. Am I better off with you… or without you? Today, I […] Read More