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
The Fallen Heroes project
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
Don’t You Just Love Post-it Notes?
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 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
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