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
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