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
Med Mal Lawsuits: What Financial Advisors Who Serve Drs Need to Know
Physicians hold three deep, dark fears: Outliving their money. Getting sued. Losing the lawsuit— and saying goodbye to all of their assets they worked so hard to build. You help your doctor clients allay the […] Read More
Here’s What Ed Slott Says about Working with Doctors
Are you thinking about attracting, engaging and serving more doctor clients in 2024? Maybe you’re wondering how you would get started, or how you could scale so you serve even more doctor clients. Here’s what […] Read More
You’re Invited to “Medical Marketing School” Beginning February 6th, 2024
Imagine you could go to “medical marketing school” and learn exactly what to say and what to do to attract, engage and serve more doctor clients—all without wasting your time or your efforts or your […] Read More
Barbie, Woman MD’s Money and the patriarchy
I normally side-step politics and social commentary. However, I can no longer remain silent about a pressing topic. It’s about Barbie’s Oscar nomination snubs. What do you think about the fact that Ryan Gosling’s […] Read More
Sobering Statistic: Living Paycheck to Paycheck
Let’s begin with a question: what do we know about the finances of Americans in 2023? At this point in the recovery from the COVID pandemic, the number are sobering. In 2019, the Governors of the […] Read More
Want to Help Your Clients Save More?
Do you have clients who want to accelerate wealth-building, but they tell you they can’t find more dollars to invest? The solution is simple. Spend less and save more. The problem is that […] Read More