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
Financial Advisors: Protect Doctors from Scams and Fraud
If you want to have more conversations with more doctors, join the conversations they’re already having in their heads. I was speaking with the editor of a financial publication for physicians to which I contribute, […] Read More
Financial Advisors: Pharma’s Secrets to Winning Doctor Clients
If you’re a financial advisor looking to attract and engage physician clients, you may be wondering: How do I capture the attention of busy doctors and build long-term relationships? The answer may lie in an […] Read More
Managing Doctors’ Objections
As I was scrolling through my news feed in a private physician community, this headline caught my eye. Illinois Doctor Pleads Guilty to Evading Approximately $1.6M in Taxes What did this doctor do? […] Read More
Financial Advisors: How to Sell to Doctors
How do you, as a financial advisor, successfully sell to doctors? This question comes up all the time — and for good reason. Of the hundreds of educational videos I’ve created for financial advisors, my […] Read More
“How Do I Get Past the Gatekeeper?”
If you’re a financial advisor who wants to work with more doctors, you’ve probably asked yourself: “How do I get past the gatekeeper?” This is one of the most common questions I get from advisors […] Read More
Minding Your Medical Manners
Have you ever tried sending a text or an email and failed to connected with the person you want to reach? You go back and discover that you’re off by a single digit in the […] Read More
Your Signature Talk: Your “Professional Little Black Dress”
Every stylish woman has a little black dress. As you attract, engage and serve more doctor clients, think of your signature presentation as your “professional little black dress.” How well does your signature presentation work? […] Read More