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
Jump on July 1st: A High-ROI Marketing Opportunity for Financial Advisors
Did you know that doctors will be arriving in your town on July 1st? If you’re a financial advisor who wants to work with more doctor clients, this is your golden moment. I’m going to […] Read More
The Book I Almost Didn’t Write — And Why It Might Be Your Secret Weapon for Reaching Doctors
We’re popping the champagne over here. After almost four years in the making, my latest book How Doctors Build TrueWealth is finally in production. In this blog post, I want to share the heart behind […] Read More
Helping Clients Manage Money Anxiety
Money anxiety isn’t just a mindset—it’s a physiological experience. As a financial advisor working with high-performing clients like doctors, understanding the connection between money anxiety and the nervous system could be the difference between a […] Read More
What Financial Advisors Need to Know When Doctors Get Sued
If you want to build deeper trust with your doctor clients, you need to understand one of the most painful—but inevitable—parts of their professional lives: what happens when they get sued. It doesn’t matter how […] Read More