The Pain Personalitiesⓒ and Financial Health
Pain–whether physical, emotional or financial– is a call to action. Pain is like the warning lights on the car dashboard. Just as each of us has a style of dressing, so, too, each of […] Read More
Offer Physicians Self-Assessment Tools
Would you like to engage physicians? Offer them surveys and quizzes that help them gain insight about their relationship with money. Why include quizzes in your marketing tool box? 1. People love quizzes. 2. […] Read More
Help Physicians Respond to ICD-10
Starting October 1st, 2015, the diagnosis and procedure codes physicians use for billing purposes upgraded from the ICD-9 version to ICD-10. The upgrade was delayed by a year because of the complexity of the new […] Read More
Help Physicians Generate More Revenue: New TUTORIAL for MD’s
Physicians face acute financial pain: falling fees, rising costs and now an uncertain cash flow with the implementation of ICD-10 are common topics of conversation. My colleagues in banking tell me that physicians are securing […] Read More
Don’t Annoy Physicians
If you want to engage physicians, avoid annoying them! Here’s a video with some quick tips. Read More
Engage Physicians by Creating Podcasts
Would you like to position yourself as an exert and engage more physician clients? Create podcasts! Here’s how.: Read More
How Financial Advisors Can Help Physicians Avoid 5 Common Financial Mistakes
Would you like to engage more physician prospects? Educate them about the 5 common financial mistakes physicians make, and offer strategies to avoid them. Mistake #1: Imbalance between spending and savings. Help physicians understand […] Read More
What You Must Do Online TO ACQUIRE PHYSICIAN CLIENTS
Physicians want to work with professional financial advisors who understand their unique financial needs. That mean it’s important to assure that your online presence reflects your physician focus. You can be a “lumper” or […] Read More
How Stress and Wealth are Connected: (Tip #1 to Help Physicians Avoid Financial Mistakes)
Why do some physicians have a difficult time translating their high incomes into wealth? We discussed 5 common financial mistakes they make. Now let’s talk about solutions. The first tip is this: help physicians avoid […] Read More
Physicians’ Five Financial Mistakes
Why do physicians have such a hard time translating their high incomes to wealth? Here are five common financial mistakes. 1. Imbalance between saving and spending. 2. Poor tax planning. 3. Failure to protect […] Read More