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Red Flags in Prospects: Just Say No

Red Flags in Prospects: Just Say No

23 Jan 2025
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Imagine spending every day working with your ideal clients—the ones who bring you joy, energy, and satisfaction. Now imagine never having to deal with the headaches of a bad-fit client. Sometimes, saying “No” to the […] Read More
Do You Need to Weed Your Practice?

Do You Need to Weed Your Practice?

16 Jan 2025
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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 […] Read More
Scripts for Success

Scripts for Success

9 Jan 2025
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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 Great Doctor COVID Catch-Up: How Financial Advisors Can Guide the Way

12 Dec 2024
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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

A Lesson from My Son’s Health Saga You Can Use

6 Dec 2024
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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

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

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

🚨 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

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

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