How Financial Advisors Can Harness AI to Attract, Engage, and Serve More Doctor Clients
Artificial intelligence is reshaping the financial services landscape faster than any technology we’ve seen in decades—and for financial advisors who work with physicians, this shift presents both a challenge and a tremendous opportunity. In a […] Read More
Financial Triggers: The Silent Wealth Killer Your Doctor Clients Don’t See Coming
Financial advisors who work with physicians often face a puzzling challenge: How can someone so brilliant make such uncharacteristically poor financial choices? It’s not uncommon for a surgeon who routinely makes life-or-death decisions to panic-sell […] Read More
How AI Can Give You 500 Hours Back (So You Can Win More Doctor Clients)
What I learned in my conversation with Arnulf Hsu, CEO of GReminders If you’ve ever said, “I’d love to work with more doctors, but I’m already stretched thin,” you are not alone. Every week I speak with […] Read More
Where Is Your Next Doctor Lead Coming From? Three Buckets Advisors Overlook
If you’re a financial advisor who wants to work with more doctor clients, there’s one question that has the power to transform your business growth: Where is your next doctor lead coming from? Most advisors […] Read More
The Introvert’s and Extrovert’s Roadmaps to a Thriving Doctor-Focused Practice
What Kind of Business Model Fits Your Wiring? If you’ve ever wondered whether introverts or extroverts make better financial advisors, here’s the good news: both can build thriving practices serving doctors. The real key to […] Read More
Protecting What Matters Most: Why Your Doctor Clients Need Your Cybersecurity Guidance Now
As a financial advisor working with physicians, you understand that your doctor clients face unique challenges. They’re high earners, they handle sensitive data, and they’re often too busy saving lives to focus on protecting their […] Read More
When Money Becomes a Weapon: What Financial Advisors Need to Know About Financial Abuse
October is Intimate Partner Violence (IPV) Awareness Month. This month, we shine a light on a silent epidemic that affects people across all professions, incomes, and social circles — including physicians. Intimate Partner Violence (IPV) is […] Read More
Red Flags in Prospects: Just Say No
Imagine spending every day working with your ideal clients—the ones who bring you joy, energy, and satisfaction. Now imagine never having to deal with the headaches of a bad-fit client. Sometimes, saying “No” to the […] Read More
What ChatGPT Taught Me About Client-Centered Thinking
My team has expanded to include several new co-collaborators. I can ask my new team members to repackage a video script as a blog post. Or take content I write for doctors and bring out […] Read More
The 10 Financial Fire Lessons Every Advisor Should Share With Doctor Clients
When I was a practicing surgeon, I never imagined that one night I would be standing barefoot in my driveway, watching flames consume my home. A faulty dryer switch ignited the fire that destroyed nearly […] Read More