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
The 2023 Medscape Survey about Doctors and Taxes
For the second year, Medscape surveyed physicians about their thoughts and actions around taxes . You can sign up for a free Medscape account to see the entire report The Medscape Physicians and Taxes Report. Here are the […] Read More
A Story to Help Doctors Understand What You Do
Years ago, I witnessed something miraculous at the grocery store about 3 days before Christmas. There was a hub-bub at the self-check register to my right. The large family realized they did not have enough […] Read More
Beware of Eavesdroppers
I think of marketing messages as conversations starters. Here’s a big question. Who’s eavesdropping on your conversations with doctor prospects and clients? As with most of the pearls of wisdom I share, I learned this […] Read More
“Why Should I Pay a Finanical Advisor?”
I recently coached a physician who was on the verge of burnout. She wants out of medicine but she doesn’t know if or when she can retire. This leaves her feeling stuck. However, as I gently probed […] Read More
Lessons from My Car Drama
This week I had some car drama, and I thought I would share a few lessons that could apply to you and your business. It was your typical Wednesday when I was making a […] Read More
Jump on July 1st Marketing Opportunities
July 1st is a red-letter day in the world of medicine. Why? It’s because medical/dental school begins July 1st. That means that doctors advance a step at the end of June. They graduate from medical […] Read More
A Massive Wave of Physician Retirement Approaching
A massive wave of physician retirement is approaching. Today, about one out of four practicing physicians is age 65 or older. Practicing medicine during the pandemic was no picnic. Surveys show that […] Read More
I Blew It!
Like you, I have a sense of how I can help my clients achieve their goals. You’re most likely reading this email because you want to accelerate your practice growth by engaging and serving […] Read More