July 1 Is the Most Overlooked Physician Marketing Opportunity of the Year
Every profession has its “new year.” For retailers, it’s Black Friday. For accountants, it’s tax season. For gyms, it’s January 1. But in medicine? The new year begins on July 1. Most financial advisors have […] Read More
Why Financial Advisors Struggle to Work with Doctors (And What Actually Works)
Financial Advisors Struggle With Doctors for One Reason Financial advisors often tell me the same thing. “I know doctors are a great niche. I just can’t seem to crack it.” They try many things: Hosting […] Read More
The Hidden Timing Code of Physician Clients: Why Your Message Isn’t Landing (Yet)
If you’ve ever felt like you’re saying all the right things to doctors… but nothing is happening… It’s not your message. It’s your timing. Most financial advisors approach physicians as if they’re a static niche: […] Read More
THE FOUR FINANCIAL IDENTITIES OF PHYSICIANS
Financial advisors often assume that physicians think about money the same way other professionals do. Logic suggests that But physicians are different. Doctors spend more than a decade training in an environment where money is […] Read More
Lies Everyone Tells You About Marketing to Doctors
Financial advisors often hear the same advice when it comes to marketing to doctors and attracting physician clients. Physicians earn high incomes.Many of them need financial guidance.On paper, they appear to be ideal prospects. Yet […] Read More
Safety Is the New Currency of Financial Advice
How do doctors choose financial advisors? Is it the one with the best information? Information is everywhere. If information is now abundant, what do clients actually need from financial advisors? And it’s revealing something important: […] Read More
Dr. Google and AI: What Financial Advisors Must Learn from Medicine’s Identity Crisis
Financial advisors are asking a quiet question: Is AI replacing financial advisors? As artificial intelligence reshapes financial services, many advisors feel the same uncertainty physicians experienced when “Dr. Google” first entered the exam room. Decades […] Read More
Money, the Nervous System, and What Financial Advisors Do That AI Cannot (Yet)
Artificial intelligence is reshaping financial services. Many advisors are asking whether AI is replacing financial advisors altogether. Today, AI can optimize portfolios, model outcomes, and generate plans in seconds. As a result, many advisors are […] Read More
Bitter Tastes Sweet: A Super Bowl Marketing Lesson for Advisors Who Want Doctor Clients
I’m excited to be a “12”, celebrating the Seahawks’ Super Bowl win I want to offer a marketing idea to make the Super Bowl a win for everyone. The best marketing lesson this year didn’t […] Read More
How Financial Advisors Can Help Doctors Navigate Anxiety About Debt
If You Work With Physicians Long Enough If you work with physicians long enough, you will eventually encounter physician debt anxiety. Sometimes it’s student loans.Other times, it’s a mortgage.In many cases, it’s business or real […] Read More