Helping Clients Manage Money Anxiety
Money anxiety isn’t just a mindset—it’s a physiological experience. As a financial advisor working with high-performing clients like doctors, understanding the connection between money anxiety and the nervous system could be the difference between a […] Read More
What Financial Advisors Need to Know When Doctors Get Sued
If you want to build deeper trust with your doctor clients, you need to understand one of the most painful—but inevitable—parts of their professional lives: what happens when they get sued. It doesn’t matter how […] Read More
Financial Advisors: Protect Doctors from Scams and Fraud
If you want to have more conversations with more doctors, join the conversations they’re already having in their heads. I was speaking with the editor of a financial publication for physicians to which I contribute, […] Read More
Financial Advisors: Pharma’s Secrets to Winning Doctor Clients
If you’re a financial advisor looking to attract and engage physician clients, you may be wondering: How do I capture the attention of busy doctors and build long-term relationships? The answer may lie in an […] Read More
Financial Advisors: How to Sell to Doctors
How do you, as a financial advisor, successfully sell to doctors? This question comes up all the time — and for good reason. Of the hundreds of educational videos I’ve created for financial advisors, my […] Read More
Your Signature Talk: Your “Professional Little Black Dress”
Every stylish woman has a little black dress. As you attract, engage and serve more doctor clients, think of your signature presentation as your “professional little black dress.” How well does your signature presentation work? […] Read More
How to Attract More Doctor Clients in 2025
Are you a financial advisor looking to work with more doctor clients in 2025? Your ultimate goal is to become a trusted resource within groups of doctors who network and share recommendations. Start with the […] Read More
Exponential Growth Starts with Small Steps: The Magic of Compounding
Does this sound familiar?… You and your new doctor client sit down to make a plan. You share strategies and tactics and criteria for making prudent choices; this serves as the solid foundation for wealth-building. […] Read More
🚨 Something Big is Coming for Financial Advisors
Do you ever dream big? I mean REALLY BIG? I rarely get this excited, but I’ve set a bold goal for 2025. Here it is. In 2025, I would like help 100,000 doctors turn around […] Read More