Find Your Keystones
Would you like to accelerate your practice growth? Focus on the activities that make the biggest difference and support high performance. Identify your keystones. If you’re a student of engineering or architecture, you know a […] Read More
Complimentary Tutorial: How to Acquire Physician Clients and Why the Time is Now
What is the lifetime value to you of a single new physician client? Would you like to acquire more physician-clients? Join our tutorial Wednesday, June 1st , 2016 at 9:00 AM Pacific to find out how…and […] Read More
FInd the Money in the Medical Market
If you are a financial services professional, where will you find profitable opportunities in the medical market? Three Medscape surveys released in April 2016 offer clues. Below you will find a video summarizing the key […] Read More
Understand Medical Malpractice
How big of a problem is medical malpractice? How does it contribute to health care costs? How do you think the threat of medical malpractice impacts physicians? Watch this video to understand the issue […] Read More
Anticipate Skepticism
Do you offer an innovative investing strategy? Expect doctor prospects to be skeptical. I saw my own skepticism when I attended a performance of a “mentalist” who could read the thoughts of others, and sense […] Read More
Adopt Physicians’ Best Practices
Would you like to grow your practice and acquire more physician clients? Conduct yourself like a physician. Here are some tips I taught medical students that you can adopt in your own practice. Don’t forget […] Read More
Create Digital Sales Funnels
Did you know that on average, doctors need to be exposed to you and your message 7 to 10 times before they take action? If that is the case, why not leverage technology and create […] Read More
Build trust by Design
Why don’t more physicians work with professional financial advisors? They say they cannot find someone they can trust. Here are some ways that financial advisors can build trust into their practice design. Read More
Does Your Web Site Welcome Doctors?
Doctors want to work with financial advisors who work with doctors like themselves every day. When physicians visit your web site, do they feel welcomed? Is your physician focus evident? Here is a video […] Read More
Don’t Lose the Sale at Hello
You might remember the line from the movie Jerry Maguire, “You had me at hello.” As you build business relationships with physicians, don’t lose them at hello! As you meet physicians: Address the doctor as […] Read More