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Financial Advisors’ Biggest Mistake as They Market to Doctors

Financial Advisors’ Biggest Mistake as They Market to Doctors

If you’re a financial advisor who wants to attract, engage and serve doctor clients, and you’re not getting the results you want, you might be making a big mistake. Avoiding this single mistake can help […] Read More
The Single Most Important Question You Should Be Asking if You Want to Serve Doctor Clients

The Single Most Important Question You Should Be Asking if You Want to Serve Doctor Clients

16 Jul 2021
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Tell me your answer to this question, and I will predict (with a high degree of certainty) how quickly and effectively you attract and engage doctors: Who are your ideal doctor prospects, and what do they […] Read More
How Financial Advisors Can Increase Performance in the Medical Market

How Financial Advisors Can Increase Performance in the Medical Market

13 Jul 2021
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As I watched Shark Tank, I saw a product I knew I must have: The Bug Bite Thing. It’s a suction device you put over bug bites, pull up on a plunger and extract the […] Read More
Want to Help Your Clients Reduce Spending?

Want to Help Your Clients Reduce Spending?

29 Jun 2021
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Your doctor client says that he wants to accelerate wealth-building. What do you advise? You would love to say, “Spend less!” But that can be a bitter pill for your client to swallow. Further, your clients may tell […] Read More
The 2021 Medscape Net Worth and Debt report

The 2021 Medscape Net Worth and Debt report

22 Jun 2021
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Every year Medscape publishes a survey about physicians’ report of their net worth and debt. You can view the 2021 survey findings here. You may need to sign up for a free Medscape account before you […] Read More
Motown Business Lessons You Can Use Today

Motown Business Lessons You Can Use Today

15 Jun 2021
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I recently saw the documentary Hitsville: The Making of Motown. It addresses the question: How was the legacy of Motown created?​I found myself taking out a notepad, because I wanted to capture Berry Gordy’s pearls […] Read More
The Fallen Heroes project

The Fallen Heroes project

31 May 2021
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Happy Memorial Day! Every year I tell the story of a friend who honors Fallen Heroes every day. Michael Reagan is an internationally recognized artist who has assisted charities such as Seattle’s Children’s Hospital raise […] Read More
Do You Need to Weed Your Practice?

Do You Need to Weed Your Practice?

25 May 2021
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Gardeners know that weeding promotes the health and growth of the desired plants. How can you weed your practice to optimize the chances that you achieve your business goals this year? Here are twenty questions you […] Read More
Don’t You Just Love Post-it Notes?

Don’t You Just Love Post-it Notes?

18 May 2021
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I read that Spencer Silver, the inventor of the glue that made Post-it Notes possible, died this week. According to his NYT obituary, “Dr. Silver worked in 3M’s central research laboratory developing adhesives. In 1968 […] Read More
July 1st Marketing Opportunities

July 1st Marketing Opportunities

11 May 2021
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 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