Is a Physician Financial DIY-er a Good Prospect for You?
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?
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?
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
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
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
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
How Financial Advisors Can Increase Performance in the Medical Market
As I watched Shark Tank, I saw a product I knew I must have: The Bug Bite Thing. It’s a suction device you put over bug bites, pull up on a plunger and extract the […] Read More
Want to Help Your Clients Reduce Spending?
Your doctor client says that he wants to accelerate wealth-building. What do you advise? You would love to say, “Spend less!” But that can be a bitter pill for your client to swallow. Further, your clients may tell […] Read More
The 2021 Medscape Net Worth and Debt report
Every year Medscape publishes a survey about physicians’ report of their net worth and debt. You can view the 2021 survey findings here. You may need to sign up for a free Medscape account before you […] Read More
Motown Business Lessons You Can Use Today
I recently saw the documentary Hitsville: The Making of Motown. It addresses the question: How was the legacy of Motown created?I found myself taking out a notepad, because I wanted to capture Berry Gordy’s pearls […] Read More