THANK YOU for Your Leadership!!!
“So, first of all, let me assert my firm belief that the only thing we have to fear is…fear itself — nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance. In […] Read More
COVID-19: We’re in this Together
On my first day of medical school, the dean said, “I have some good news and some bad news. The good news is that least half of what you’re about to learn is right. The […] Read More
How Will COVID-19 Impact Your Travel Plans?
Months ago my son booked a trip to Seattle to visit family and friends. This week—one day before his scheduled flight— he asked me, “Is it too dangerous to travel? Should I cancel my trip?” You […] Read More
How to Respond to Financial Turbulence?
This weekend, I boarded my flight to go home after delivering a workshop. As we were on the tarmac, the Captain welcomed us and warned us that it would be a bumpy ride. Once again we find […] Read More
Why Do Smart DOctors Make Dumb Financial Choices?
After interviewing hundreds of doctors about their money stories, a recurrent theme emerged: money is not working for them. Dr. Adam said it best, “Why do smart people like me make such stupid money choices?” You […] Read More
What Would YOUR Clients Say?
A colleague Sylvia Haskvitz and I are hosting a workshop for doctors called “End the Money Drama” The goal is to help doctors uncover the mysterious forces that shape money decisions, and make peace with wealth. To promote […] Read More
What’s Working in 2020
If you want to work to work with doctors in 2020, align yourself with best practices. Here’s a video that describes what’s working in 2020.. Click here to download a pdf of the slides. Read More
What Causes Money Drama?
I’ve listened to the money stories of hundreds of doctors, and some conversations stand out. One doctor Beth said, “My relationship with money just isn’t working for me. My money brings me little joy, but […] Read More
What REALLY Causes FInancial Anxiety
I remember speaking with my patient Jean. She had undergone a long and protracted treatment course for breast cancer–a bi-lateral mastectomy followed by a bone marrow transplant. We were celebrating five years later. She was cancer-free! I […] Read More
Here’s What YOu Said
Happy New Year! Acquiring doctor clients is no easy task. I want to thank you for sharing your experiences with me! After surveying the 2500 financial services professionals in this community, here are the top three challenges cited: 1. […] Read More