Don’t Fall in Love with a Physician Niche Until You Run the Numbers
How AI Can Become Your Marketing Thought Partner Before You Waste a Year Going in the Wrong Direction One of the first important decisions I made after graduating from medical school wasn’t whether I would practice medicine. […] Read More
Suits vs. White Coats
Suits vs. White Coats Which World Are You Truly Wired For? There are two very different professional worlds in the high-income economy: The World of Suits — business-minded decision makers The World of White Coats — clinicians […] Read More
The White Coat Test™: The Fastest Way to Know Whether Your Marketing Will Work with Physicians
Most financial advisors struggle to attract physician clients for a surprisingly simple reason: They’re asking the wrong question. Instead of asking: How do I get a doctor’s attention? How do I get physicians to respond? […] Read More
The Heartbeat of Practice Growth: Why Every Doctor Encounter Needs a Lub and a Dub
Most financial advisors think marketing and selling are separate activities. I don’t. I think they’re two parts of the same heartbeat. As a surgeon, I spent years listening to heart sounds. Lub-dub. Lub-dub. Lub-dub. A […] Read More
What the 2026 Medscape Physician Wealth Report Means for Financial Advisors
The 2026 Medscape Physician Wealth & Debt Report recently landed in my inbox. You can sign up for a free Medscape account and read the whole report. Every year, I look forward to reading it—not […] Read More
What Financial Advisors Don’t Understand About Physicians and Lawsuits
Physicians face unique professional risks that many financial advisors don’t fully understand. While advisors often recognize that doctors worry about lawsuits, the emotional and financial impact of medical litigation is frequently underestimated. Understanding these concerns […] Read More
Medscape Wealth Survey Reveals About Doctors and Why Financial Advisors Should Pay Attention
On the surface, physicians appear financially unstoppable. They earn high incomes.They hold prestigious careers.They have strong job security.And increasingly, many are building multimillion-dollar net worths. According to Medscape’s newest physician wealth survey, nearly 1 in […] Read More
What a Group of 12 Girls at Prom Can Teach Financial Advisors About Identity, Safety, and Wealth
My friend Beth recently shared photos from her daughter’s high school prom. One picture immediately caught my attention. It showed 12 girls standing shoulder to shoulder, smiling confidently at the camera. The photo felt different […] Read More