Scripts for Success
Do you ever find yourself in uncomfortable situations, and question the best thing to say? I used to feel very uncomfortable when people gave me compliments. Inevitably I would say things to diminish myself. If […] Read More
The Great Doctor COVID Catch-Up: How Financial Advisors Can Guide the Way
The COVID pandemic wasn’t just a global health crisis—it was a seismic financial earthquake that fundamentally transformed how physicians think about wealth, security, and professional sustainability. Through my work with doctors at Thriving Doctors, I’ve […] Read More
A Lesson from My Son’s Health Saga You Can Use
I want to thank you for all of the support around my son’s health challenge. This summer he was in the ER three different times with severe abdominal pain. We still do not have a […] Read More
How to Attract More Doctor Clients in 2025
Are you a financial advisor looking to work with more doctor clients in 2025? Your ultimate goal is to become a trusted resource within groups of doctors who network and share recommendations. Start with the […] Read More
Exponential Growth Starts with Small Steps: The Magic of Compounding
Does this sound familiar?… You and your new doctor client sit down to make a plan. You share strategies and tactics and criteria for making prudent choices; this serves as the solid foundation for wealth-building. […] Read More
🚨 Something Big is Coming for Financial Advisors
Do you ever dream big? I mean REALLY BIG? I rarely get this excited, but I’ve set a bold goal for 2025. Here it is. In 2025, I would like help 100,000 doctors turn around […] Read More
Thanks Giving Outreach to Engage Doctors
Thanksgiving is my favorite holiday! There’s nothing like a celebration of gratitude. Here’s an idea to engage more doctor prospects and clients, especially this time of year. Mail a hand-written note of thanks to your […] Read More
Thanksgiving Campaign to Engage Doctors
Are you a financial services professional looking to attract, engage, and serve more doctor clients? I’ve got a holiday gift idea for you—just in time for Thanksgiving! Want more ways to work with doctors in […] Read More
How to Get Past the Doctor’s Gatekeeper
Have you ever wondered how to get past the doctor’s gatekeeper and actually connect with the doctor? If that’s been on your mind, I’ve got the answer for you. I invite you to sign up […] Read More
Rocket Fuel for Revenue Generation
When David Frisk Frick interviewed Paul McCartney for a Rolling Stone article, he asked the famed Beetle about the wealth the band created. Paul McCartney said, “Somebody said to me, ‘But the Beatles were anti-materialistic.’ That’s […] Read More