The Heartbeat of Practice Growth: Why Every Doctor Encounter Needs a Lub and a Dub
Most financial advisors think marketing and selling are separate activities. I don’t. I think they’re two parts of the same heartbeat. As a surgeon, I spent years listening to heart sounds. Lub-dub. Lub-dub. Lub-dub. A […] Read More
What the 2026 Medscape Physician Wealth Report Means for Financial Advisors
The 2026 Medscape Physician Wealth & Debt Report recently landed in my inbox. You can sign up for a free Medscape account and read the whole report. Every year, I look forward to reading it—not […] Read More
What Financial Advisors Don’t Understand About Physicians and Lawsuits
Physicians face unique professional risks that many financial advisors don’t fully understand. While advisors often recognize that doctors worry about lawsuits, the emotional and financial impact of medical litigation is frequently underestimated. Understanding these concerns […] Read More
The Pink Door Mistake: Why Doctors Leave Your Website in Three Seconds
A few years ago, a Seattle restaurant called The Pink Door became famous. The restaurant doesn’t have a sign. Instead, patrons find a pink door tucked into Pike Place Market. The owners rely on word […] Read More
Medscape Wealth Survey Reveals About Doctors and Why Financial Advisors Should Pay Attention
On the surface, physicians appear financially unstoppable. They earn high incomes.They hold prestigious careers.They have strong job security.And increasingly, many are building multimillion-dollar net worths. According to Medscape’s newest physician wealth survey, nearly 1 in […] Read More
The STORE Framework: How Financial Advisors Can Navigate Difficult Conversations Without Triggering Defensiveness
Financial advisors know there are certain conversations clients naturally avoid. You know the ones: Overspending Retirement readiness Long-term care Disability insurance Estate planning Family conflict around money Succession planning Whether a physician can realistically step […] Read More
July 1 Is the Most Overlooked Physician Marketing Opportunity of the Year
Every profession has its “new year.” For retailers, it’s Black Friday. For accountants, it’s tax season. For gyms, it’s January 1. But in medicine? The new year begins on July 1. Most financial advisors have […] Read More
What a Group of 12 Girls at Prom Can Teach Financial Advisors About Identity, Safety, and Wealth
My friend Beth recently shared photos from her daughter’s high school prom. One picture immediately caught my attention. It showed 12 girls standing shoulder to shoulder, smiling confidently at the camera. The photo felt different […] Read More
Why Financial Advisors Struggle to Work with Doctors (And What Actually Works)
Financial Advisors Struggle With Doctors for One Reason Financial advisors often tell me the same thing. “I know doctors are a great niche. I just can’t seem to crack it.” They try many things: Hosting […] Read More
The Hidden Timing Code of Physician Clients: Why Your Message Isn’t Landing (Yet)
If you’ve ever felt like you’re saying all the right things to doctors… but nothing is happening… It’s not your message. It’s your timing. Most financial advisors approach physicians as if they’re a static niche: […] Read More