Understand Medical Malpractice
How big of a problem is medical malpractice? How does it contribute to health care costs? How do you think the threat of medical malpractice impacts physicians? Watch this video to understand the issue […] Read More
Anticipate Skepticism
Do you offer an innovative investing strategy? Expect doctor prospects to be skeptical. I saw my own skepticism when I attended a performance of a “mentalist” who could read the thoughts of others, and sense […] Read More
Adopt Physicians’ Best Practices
Would you like to grow your practice and acquire more physician clients? Conduct yourself like a physician. Here are some tips I taught medical students that you can adopt in your own practice. Don’t forget […] Read More
Create Digital Sales Funnels
Did you know that on average, doctors need to be exposed to you and your message 7 to 10 times before they take action? If that is the case, why not leverage technology and create […] Read More
Build trust by Design
Why don’t more physicians work with professional financial advisors? They say they cannot find someone they can trust. Here are some ways that financial advisors can build trust into their practice design. Read More
Does Your Web Site Welcome Doctors?
Doctors want to work with financial advisors who work with doctors like themselves every day. When physicians visit your web site, do they feel welcomed? Is your physician focus evident? Here is a video […] Read More
Don’t Lose the Sale at Hello
You might remember the line from the movie Jerry Maguire, “You had me at hello.” As you build business relationships with physicians, don’t lose them at hello! As you meet physicians: Address the doctor as […] Read More
Give Simple Instructions
You give your clients instructions to help them arrive at their desired destination. Please always remember: you know this road like the back of your hand; however, it may be new to your client. […] Read More
Avoid and Escape Overwhelm
Building a physician-friendly practice is much like running a marathon. Facing a sense of overwhelm when your grow your practice is like hitting the wall. You can avoid and escape overwhelm. Here are the three simple […] Read More
Leverage TImes of Market Volatility
If you want to acquire more physician clients, leverage times of market volatility. What message do you currently bring to your clients when the market takes a dive? You can bring that message to more […] Read More