Med Mal Lawsuits: What Financial Advisors Who Serve Drs Need to Know
Physicians hold three deep, dark fears: Outliving their money. Getting sued. Losing the lawsuit— and saying goodbye to all of their assets they worked so hard to build. You help your doctor clients allay the […] Read More
Here’s What Ed Slott Says about Working with Doctors
Are you thinking about attracting, engaging and serving more doctor clients in 2024? Maybe you’re wondering how you would get started, or how you could scale so you serve even more doctor clients. Here’s what […] Read More
You’re Invited to “Medical Marketing School” Beginning February 6th, 2024
Imagine you could go to “medical marketing school” and learn exactly what to say and what to do to attract, engage and serve more doctor clients—all without wasting your time or your efforts or your […] Read More
Barbie, Woman MD’s Money and the patriarchy
I normally side-step politics and social commentary. However, I can no longer remain silent about a pressing topic. It’s about Barbie’s Oscar nomination snubs. What do you think about the fact that Ryan Gosling’s […] Read More
Sobering Statistic: Living Paycheck to Paycheck
Let’s begin with a question: what do we know about the finances of Americans in 2023? At this point in the recovery from the COVID pandemic, the number are sobering. In 2019, the Governors of the […] Read More
Want to Help Your Clients Save More?
Do you have clients who want to accelerate wealth-building, but they tell you they can’t find more dollars to invest? The solution is simple. Spend less and save more. The problem is that […] Read More
The 2023 Medscape Survey about Doctors and Taxes
For the second year, Medscape surveyed physicians about their thoughts and actions around taxes . You can sign up for a free Medscape account to see the entire report The Medscape Physicians and Taxes Report. Here are the […] Read More
A Story to Help Doctors Understand What You Do
Years ago, I witnessed something miraculous at the grocery store about 3 days before Christmas. There was a hub-bub at the self-check register to my right. The large family realized they did not have enough […] Read More
Beware of Eavesdroppers
I think of marketing messages as conversations starters. Here’s a big question. Who’s eavesdropping on your conversations with doctor prospects and clients? As with most of the pearls of wisdom I share, I learned this […] Read More
“Why Should I Pay a Finanical Advisor?”
I recently coached a physician who was on the verge of burnout. She wants out of medicine but she doesn’t know if or when she can retire. This leaves her feeling stuck. However, as I gently probed […] Read More