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
Sir Isaac Newton's Million-Dollar Mistake: A Story Every Financial Advisor Should Tell Physician Clients
“I can calculate the motions of the heavenly bodies, but not the madness of people.”— Sir Isaac Newton If you’ve worked with physicians for any length of time, you’ve probably heard some version of this […] Read More
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