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What Financial Advisors Need to Know about Medical Lawsuits

What Financial Advisors Need to Know about Medical Lawsuits

27 Apr 2021
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It was one of those rare evenings when my husband and I were home having dinner together. We looked out the kitchen window to see someone back into the driveway, leave the car running and […] Read More
“What Do I Do When a DOctor Disappears?”

“What Do I Do When a DOctor Disappears?”

6 Apr 2021
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You may have been there yourself. You’re engaged in a conversation with a physician prospect. He seems interested. Then suddenly, he vanishes. When a doctor vanishes, it usually has nothing to do with you. Priorities have […] Read More
Docs and Moorings

Docs and Moorings

23 Mar 2021
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This morning I saw something you don’t see every day. A strong wind blew through the area last night, separating a dock from its mooring. What a perfect metaphor for the impact of COVID on the […] Read More
How to Overcome Fee Objections

How to Overcome Fee Objections

16 Mar 2021
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Have you ever wondered, “How do I overcome fee objections?” My short answer is, “Begin at hello.”  From the very beginning of the relationship, understand why money is important to your prospect. What are their goals and dreams and […] Read More
The Power of Story-Telling

The Power of Story-Telling

23 Feb 2021
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A financial advisor whom I coach—let’s call her Sandy (not her real name)— was invited to present at a virtual “meet and greet” at a major hospital. The doctors who are employed at this hospital […] Read More
Do DOctors You Serve Want to Discuss Entrepreneurship?

Do DOctors You Serve Want to Discuss Entrepreneurship?

16 Feb 2021
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I do my best to keep my finger on the pulse of “hot topics” among doctors. These days, entrepreneurship tops the list. Physicians and dentists are specifically interested in: How to attract more patients to […] Read More
Lessons from Groundhog Day

Lessons from Groundhog Day

2 Feb 2021
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Can you hear the words “Groundhog Day” without flashing to the movie classic with Bill Murray? In the movie, every day is a replay of the one that came before. Bill Murray’s character fails to […] Read More
Business Lessons from Uncle Tiny

Business Lessons from Uncle Tiny

27 Jan 2021
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I wish you could meet my 97-year-old Uncle Tiny.  He thrives by staying engaged, keeping his sense of humor and trying new things.  Here he is at age 91 breaking a world bench press record. I asked […] Read More
What Do People REALLY Want?

What Do People REALLY Want?

19 Jan 2021
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Two decades ago I was the medical editor of a health-related publication with a weekly distribution of about 3 million. People LOVED this newsletter. In fact, people who lived and worked in the White House […] Read More
When and Why Do people Call You?

When and Why Do people Call You?

5 Jan 2021
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My 2020 came to a dramatic close. Within several days, my faithful car of 15 years stopped running, my 6 year old computer ate the manuscript of the current book I’m writing and my ice-maker […] Read More