Menu

Blog

The Fallen Heroes project

The Fallen Heroes project

31 May 2021
·
Happy Memorial Day! Every year I tell the story of a friend who honors Fallen Heroes every day. Michael Reagan is an internationally recognized artist who has assisted charities such as Seattle’s Children’s Hospital raise […] Read More
Do You Need to Weed Your Practice?

Do You Need to Weed Your Practice?

25 May 2021
·
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 you […] Read More
Don’t You Just Love Post-it Notes?

Don’t You Just Love Post-it Notes?

18 May 2021
·
I read that Spencer Silver, the inventor of the glue that made Post-it Notes possible, died this week. According to his NYT obituary, “Dr. Silver worked in 3M’s central research laboratory developing adhesives. In 1968 […] Read More
July 1st Marketing Opportunities

July 1st Marketing Opportunities

11 May 2021
·
 July 1st is a red-letter day in the world of medicine. Why? It’s because medical/dental school begins July 1st. That means that doctors advance a step at the end of June. They graduate from medical […] Read More
What Financial Advisors Need to Know about Medical Lawsuits

What Financial Advisors Need to Know about Medical Lawsuits

27 Apr 2021
·
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
·
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
·
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
·
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
·
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
·
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