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
Thanks Giving Outreach to Engage Doctors
Thanksgiving is my favorite holiday! There’s nothing like a celebration of gratitude. Here’s an idea to engage more doctor prospects and clients, especially this time of year. Mail a hand-written note of thanks to your […] Read More
Thanksgiving Campaign to Engage Doctors
Are you a financial services professional looking to attract, engage, and serve more doctor clients? I’ve got a holiday gift idea for you—just in time for Thanksgiving! Want more ways to work with doctors in […] Read More