When Money Becomes a Weapon: What Financial Advisors Need to Know About Financial Abuse
October is Intimate Partner Violence (IPV) Awareness Month. This month, we shine a light on a silent epidemic that affects people across all professions, incomes, and social circles — including physicians. Intimate Partner Violence (IPV) is […] Read More
Red Flags in Prospects: Just Say No
Imagine spending every day working with your ideal clients—the ones who bring you joy, energy, and satisfaction. Now imagine never having to deal with the headaches of a bad-fit client. Sometimes, saying “No” to the […] Read More
What ChatGPT Taught Me About Client-Centered Thinking
My team has expanded to include several new co-collaborators. I can ask my new team members to repackage a video script as a blog post. Or take content I write for doctors and bring out […] Read More
The 10 Financial Fire Lessons Every Advisor Should Share With Doctor Clients
When I was a practicing surgeon, I never imagined that one night I would be standing barefoot in my driveway, watching flames consume my home. A faulty dryer switch ignited the fire that destroyed nearly […] Read More
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