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A Massive Wave of Physician Retirement Approaching

A Massive Wave of Physician Retirement Approaching

4 May 2023
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A massive wave of physician retirement is approaching.   Today, about one out of four practicing physicians is age 65 or older.   Practicing medicine during the pandemic was no picnic.   Surveys show that […] Read More
I Blew It!

I Blew It!

28 Apr 2023
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Like you, I have a sense of how I can help my clients achieve their goals.    You’re most likely reading this email because you want to accelerate your practice growth by engaging and serving […] Read More
The 2023 Medscape Physician Compensation Report

The 2023 Medscape Physician Compensation Report

21 Apr 2023
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Every year Medscape surveys about 10,000 physicians about their compensation. The 2023 report is out this week. You can click here to read the entire 2023 report. You need to sign up for a free Medscape […] Read More
Doctors, Burnout and “Financial PTSD”

Doctors, Burnout and “Financial PTSD”

18 Apr 2023
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What’s the best way to break through doctors’ attention bubbles and engage them? It’s by dropping in on conversations they’re already having. Doctors are talking about burnout. Further, I believe we are seeing evidence of physicians’ “Financial […] Read More
Is a Physician Financial DIY-er a Good Prospect for You?

Is a Physician Financial DIY-er a Good Prospect for You?

1 Apr 2023
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You run into a doctor prospect who engages in DIY financial management.   Is this a good prospect for you?   I would argue that your best prospect is someone who already hires experts.   […] Read More
Can This Sale Be Saved?

Can This Sale Be Saved?

Long ago, the Ladies’ Home Journal ran a column,  “Can This Marriage Be Saved?”  Today, I invite your thoughts on the question, “Can This Sale Be Saved?” Here’s ths story. I was speaking with a […] Read More
What Are You Saying about Bank Failures?

What Are You Saying about Bank Failures?

16 Mar 2023
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  Do you have clients who are frightened by the bank failures in the news?   This is your opportunity to offer financial leadership.   Help your prospects and clients manage their fear. This “buys” […] Read More
Engage Doctors Interested in Side Gigs

Engage Doctors Interested in Side Gigs

The most effective way for you to attract and engage doctors is to serve them. You identify their challenges or problems and help solve them. Doesn’t it make sense to identify emerging trends among your […] Read More
Financial Advisors’ Biggest Mistake as They Market to Doctors

Financial Advisors’ Biggest Mistake as They Market to Doctors

If you’re a financial advisor who wants to attract, engage and serve doctor clients, and you’re not getting the results you want, you might be making a big mistake. Avoiding this single mistake can help […] Read More
The Single Most Important Question You Should Be Asking if You Want to Serve Doctor Clients

The Single Most Important Question You Should Be Asking if You Want to Serve Doctor Clients

16 Jul 2021
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Tell me your answer to this question, and I will predict (with a high degree of certainty) how quickly and effectively you attract and engage doctors: Who are your ideal doctor prospects, and what do they […] Read More