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
How to Get Past the Doctor’s Gatekeeper
Have you ever wondered how to get past the doctor’s gatekeeper and actually connect with the doctor? If that’s been on your mind, I’ve got the answer for you. I invite you to sign up […] Read More
Rocket Fuel for Revenue Generation
When David Frisk Frick interviewed Paul McCartney for a Rolling Stone article, he asked the famed Beetle about the wealth the band created. Paul McCartney said, “Somebody said to me, ‘But the Beatles were anti-materialistic.’ That’s […] Read More
How to Give Great Gifts that Grow Your Practice
My son’s birthday is coming up, and I’m trying to come up with the perfect gift for him. I want it to beat last year’s idea that inspired this text my son sent to me, “Thank […] Read More
Halloween Spending, Horror Movies, and Wealth-Building
Happy Halloween! When I was growing up, Halloween was celebrated by kids driven by a single-minded purpose: collect lots and lots of candy. However, the holiday has evolved into a celebration for adults, too. If […] Read More
Why Does Pharma Give Doctors Gifts? It Works!
If you want ideas about how to build business relationships with doctors, study the masters. No one has more evidence-based success influencing physicians’ choices than the pharmaceutical industry. Pharmaceutical companies invest heavily in a practice […] Read More
Conversations about Taxes
I have been listening to local election-related conversations about taxes. In 2021, the Washington State Legislature passed a law creating a tax on the sale or exchange of certain long-term capital assets. The Washington State […] Read More
Cracking the Physician Code Master Class
For the past 15 years, I’ve helped financial advisors accelerate their growth by attracting, engaging and serving more doctor clients. From my perspective, there has never been a better time to build business relationships with […] Read More
Medscape Retirement Survey
Today about half of practicing physicians are age 55 or older. In the aftermath of COVID, many are asking, “When will I retire?” Here are some key findings from the most recent Medscape Retirement Survey. You […] Read More
How Do Your Clients Finance a Dream?
In this past year I’ve seen an explosion of doctors interested in some sort of entrepreneurship. For some this means treating their practice as a business, becoming more profitable, adding cash services, selling products and/or hiring PA’s, nurse […] Read More