How Do Your Clients Finance a Dream?
In this past year I’ve seen an explosion of doctors interested in some sort of entrepreneurship. For some this means treating their practice as a business, becoming more profitable, adding cash services, selling products and/or hiring PA’s, nurse […] Read More
Fun Financial Facts to Know and Tell
My son and I were visiting a farm we’ve frequented since he was a baby. The huge pig was cooling off in the barn. Some fun facts on the barn wall caught my attention. Uncle […] Read More
The Goldilocks Test for Retirement Preparedness
I split my time between two homes. I own a house in Minnesota that’s now rented out as an Airbnb most of the year. Carting my belongings into the basement for storage, I was struck […] Read More
Webinar Replay: Trends Impacting Physician Compensation
Here is a webinar replay in which I address the trends that impact physician compensation. You will take away: A historic perspective about the medical, political and financial forces that shaped the American healthcare delivery […] Read More
Let Your Prospects Tell You Who They Are and What’s Important to Them
This week I made an appointment to see a dermatologist online for a specific concern. As this new physician took my history, she saw I was an MD and asked what I do. I told […] Read More
When Leaders Get Shot and the Physicians Who Treat Them
I normally avoid politics. However, this past week’s news of both the assignation attempt on Former President Trump and the withdrawal of President Biden from the presidential race triggered many thoughts. I thought about what […] Read More
Help Protect Your Clients from Scammers
I was practically jumping with joy. A few weeks ago I applied for a trademark for “The TrueWealth Way.” This is the name assigned to the intellectual property unveiled in my upcoming book and […] Read More
Do Your Prospect Resist Your Fees?
I was coaching a very disappointed financial advisor. She said, “I’ve been speaking with a physician prospect for months. He kept telling me how unhappy he was with his current financial advisor. He was […] Read More
Doctors Would NEVER Forget This
One of my private financial advisor coaching clients had the opportunity to deliver a presentation to a group of elite physicians. This talk had been on his calendar for two months. He wanted the talk […] Read More