How to Give Great Gifts that Grow Your Practice
My son’s birthday is coming up, and I’m trying to come up with the perfect gift for him. I want it to beat last year’s idea that inspired this text my son sent to me, “Thank […] Read More
Halloween Spending, Horror Movies, and Wealth-Building
Happy Halloween! When I was growing up, Halloween was celebrated by kids driven by a single-minded purpose: collect lots and lots of candy. However, the holiday has evolved into a celebration for adults, too. If […] Read More
Why Does Pharma Give Doctors Gifts? It Works!
If you want ideas about how to build business relationships with doctors, study the masters. No one has more evidence-based success influencing physicians’ choices than the pharmaceutical industry. Pharmaceutical companies invest heavily in a practice […] Read More
Guess When Women Could Apply for Credit in Their Own Names
This week I caught a performance of Jubilee at the Seattle Opera. It tells the story of the Fisk Jubilee Singers. This Black college choir was formed in 1871 at Nashville’s Fisk University. The newly […] Read More
Conversations about Taxes
I have been listening to local election-related conversations about taxes. In 2021, the Washington State Legislature passed a law creating a tax on the sale or exchange of certain long-term capital assets. The Washington State […] Read More
Cracking the Physician Code Master Class
For the past 15 years, I’ve helped financial advisors accelerate their growth by attracting, engaging and serving more doctor clients. From my perspective, there has never been a better time to build business relationships with […] Read More
Medscape Retirement Survey
Today about half of practicing physicians are age 55 or older. In the aftermath of COVID, many are asking, “When will I retire?” Here are some key findings from the most recent Medscape Retirement Survey. You […] Read More
How Do Your Clients Finance a Dream?
In this past year I’ve seen an explosion of doctors interested in some sort of entrepreneurship. For some this means treating their practice as a business, becoming more profitable, adding cash services, selling products and/or hiring PA’s, nurse […] Read More
Fun Financial Facts to Know and Tell
My son and I were visiting a farm we’ve frequented since he was a baby. The huge pig was cooling off in the barn. Some fun facts on the barn wall caught my attention. Uncle […] Read More
The Goldilocks Test for Retirement Preparedness
I split my time between two homes. I own a house in Minnesota that’s now rented out as an Airbnb most of the year. Carting my belongings into the basement for storage, I was struck […] Read More