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
Performance: My Son’s Story about His Fail
How do you enjoy higher levels of business performance? More importantly, what story do you tell yourself when you “fail”? My son’s powerlifting fail My son competes in powerlifting. It’s not for monetary gain; he […] Read More