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Category: Financial Advisors

Doctors Would NEVER Forget This

Doctors Would NEVER Forget This

14 Mar 2024
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One of my private financial advisor coaching clients had the opportunity to deliver a presentation to a group of elite physicians. This talk had been on his calendar for two months. He wanted the talk […] Read More
Performance: My Son’s Story about His Fail

Performance: My Son’s Story about His Fail

How do you enjoy higher levels of business performance? More importantly, what story do you tell yourself when you “fail”? My son’s powerlifting fail My son competes in powerlifting. It’s not for monetary gain; he […] Read More
You’re Invited to “Medical Marketing School” Beginning February 6th, 2024

You’re Invited to “Medical Marketing School” Beginning February 6th, 2024

Imagine you could go to “medical marketing school” and learn exactly what to say and what to do to attract, engage and serve more doctor clients—all without wasting your time or your efforts or your […] Read More
Barbie, Woman MD’s Money and the patriarchy

Barbie, Woman MD’s Money and the patriarchy

I normally side-step politics and social commentary. However, I can no longer remain silent about a pressing topic.   It’s about Barbie’s Oscar nomination snubs. What do you think about the fact that Ryan Gosling’s […] Read More
Want to Help Your Clients Save More?

Want to Help Your Clients Save More?

Do you have clients who want to accelerate wealth-building, but they tell you they can’t find more dollars to invest?   The solution is simple. Spend less and save more.   The problem is that […] Read More
The 2023 Medscape Survey about Doctors and Taxes

The 2023 Medscape Survey about Doctors and Taxes

21 Sep 2023
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For the second year, Medscape surveyed physicians about their thoughts and actions around taxes . You can sign up for a free Medscape account to see the entire report The Medscape Physicians and Taxes Report.  Here are the […] Read More
A Story to Help Doctors Understand What You Do

A Story to Help Doctors Understand What You Do

31 Aug 2023
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Years ago, I witnessed something miraculous at the grocery store about 3 days before Christmas. There was a hub-bub at the self-check register to my right. The large family realized they did not have enough […] Read More
Beware of Eavesdroppers

Beware of Eavesdroppers

25 Aug 2023
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I think of marketing messages as conversations starters. Here’s a big question. Who’s eavesdropping on your conversations with doctor prospects and clients? As with most of the pearls of wisdom I share, I learned this […] Read More
“Why Should I Pay a Finanical Advisor?”

“Why Should I Pay a Finanical Advisor?”

I recently coached a physician who was on the verge of burnout. She wants out of medicine but she doesn’t know if or when she can retire. This leaves her feeling stuck.   However, as I gently probed […] Read More
Lessons from My Car Drama

Lessons from My Car Drama

13 Jun 2023
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This week I had some car drama, and I thought I would share a few lessons that could apply to you and your business.   It was your typical Wednesday when I was making a […] Read More