The 4 Qualities That Set Top Financial Advisors Apart When Working With Doctor Clients
Many financial advisors want to work with doctors, but most fail miserably. They send LinkedIn invitations that get accepted, only to be ghosted immediately after. They can’t set up appointments After 15 years of helping […] Read More
Why Your Doctor Clients Stay Poor Despite Million- Dollar Incomes: Insider Insights for Financial Advisors
From a physician who understands how doctors really think about money As a practicing physician who now helps financial advisors better serve doctor clients, I need to share something that might shock you: that specialist […] Read More
The One Question That Will Transform Your Client Meetings
I was speaking with a sad and dejected physician. She told me about the retirement plans she and her husband discussed a decade ago. Shortly after she retired she became a caregiver for her mother. […] Read More
A Glimpse Into the Future: What Financial Advisors Can Learn to Better Serve Doctors
What do chocolate, driverless cars, and a 96-year-old physicist have to teach us about financial planning for physicians? Last week, I got a glimpse into the future that reshaped my thinking—and it could do the […] Read More
Help Doctor Prospects Get Quick Wins
Would you like a way to engage busy doctor prospect? Help them get quick wins! Quick wins aren’t just convenient—the’yre psychologically and strategically powerful, especially in the context of financial planning for busy professionals like […] Read More
Why Your Doctor Clients Are Stuck (And How Understanding Their “Wants” Can Transform Your Practice).
A Financial Advisor’s Guide To Helping Physicians Build TrueWealth The Paradox Every Financial Advisor Faces with Doctor Clients You’ve seen it countless times: A successful physician sits across from you with impressive income, solid credentials, […] Read More
Why Smart Doctors Make Dumb Financial Choices: What Every Financial Advisor Needs to Know
It’s anticipated like the summer sighting of Santa Claus. Minnesotans count the days in anticipation of the announcement of the new foods offered at the Minnesota State Fair. This year’s culinary gifts include everything from […] Read More
How to Speak with Doctors about Burnout
Most physicians and dentists with whom I speak address burnout. One doctor said, “I’m so &^#*&% tired of people telling me to get a meditation app or take more bubble baths. They don’t work. How […] Read More
Why Every Financial Advisor Who Works with Doctors Needs a “Medical Dream Team”
Patients with serious medical conditions often travel thousands of miles to institutions like the Mayo Clinic. Why? Because these centers offer more than just expertise—they provide collaborative care from a coordinated team of top-tier specialists. If you’re […] Read More
Why Doctors Desperately Seek Financial Leadership Now
The COVID-19 pandemic brought about many challenges, but one that stands out to me was an event that seemed almost unimaginable: The American College of Surgeons hosted an emergency webinar called “Economic Survival Strategies.” Surgeons—some […] Read More