Your Doctor Clients Want More Autonomy. You Can Help!
At your next surgeon client meeting, ask: “What would you like your financial plan to give you the freedom to do?” Then explore one concrete step toward making that choice possible.A surgeon can earn an […] Read More
How to Open the Legacy Conversation With Doctor Clients
By Vicki Rackner, MD | Engaging Doctors “What would you like your money to accomplish?” It’s a useful question. But a story can help a physician think beyond account balances and consider the impact they […] Read More
Marketing to Millennial and Boomer Physicians
What if your financial message is exactly right for the doctor you used to know—and misses the doctor sitting across from you today? You see a physician with a substantial income. They see medical school […] Read More