What Today’s “Good Advice” May Look Like Tomorrow
A lesson for financial advisors who want to earn doctors’ trust While searching for a photograph of myself in a white coat, I found this family picture from the early 1960s. That is my mother […] Read More
When Your Doctor Client Brings You a “Can’t-Miss” Investment
The pitch is irresistible. Their physician partners are investing. A respected colleague introduced the opportunity. The founders seem brilliant. The market is enormous. And this company could be “the next Apple.” By the time the […] Read More
The Spreadsheet Isn’t the Whole Story
Why Understanding a Physician Client’s Money Story Is Part of Good Financial Advising A recent Gallup finding stopped me. Fifty-five percent of Americans say their financial situations are getting worse. That is the highest percentage […] Read More
AI Is Your Thought Partner, Not Your Substitute CEO
Artificial intelligence is changing the way financial advisors work. Every week I hear another advisor say, “I used ChatGPT to write an email,” or “AI helped me brainstorm a webinar,” or “I asked AI to […] Read More