The 10 Financial Fire Lessons Every Advisor Should Share With Doctor Clients
When I was a practicing surgeon, I never imagined that one night I would be standing barefoot in my driveway, watching flames consume my home. A faulty dryer switch ignited the fire that destroyed nearly […] Read More
The 4 Qualities That Set Top Financial Advisors Apart When Working With Doctor Clients
Many financial advisors want to work with doctors, but most fail miserably. They send LinkedIn invitations that get accepted, only to be ghosted immediately after. They can’t set up appointments After 15 years of helping […] Read More
A Glimpse Into the Future: What Financial Advisors Can Learn to Better Serve Doctors
What do chocolate, driverless cars, and a 96-year-old physicist have to teach us about financial planning for physicians? Last week, I got a glimpse into the future that reshaped my thinking—and it could do the […] Read More
Help Doctor Prospects Get Quick Wins
Would you like a way to engage busy doctor prospect? Help them get quick wins! Quick wins aren’t just convenient—the’yre psychologically and strategically powerful, especially in the context of financial planning for busy professionals like […] Read More
Why Your Doctor Clients Are Stuck (And How Understanding Their “Wants” Can Transform Your Practice).
A Financial Advisor’s Guide To Helping Physicians Build TrueWealth The Paradox Every Financial Advisor Faces with Doctor Clients You’ve seen it countless times: A successful physician sits across from you with impressive income, solid credentials, […] Read More
How to Speak with Doctors about Burnout
Most physicians and dentists with whom I speak address burnout. One doctor said, “I’m so &^#*&% tired of people telling me to get a meditation app or take more bubble baths. They don’t work. How […] Read More
Why Every Financial Advisor Who Works with Doctors Needs a “Medical Dream Team”
Patients with serious medical conditions often travel thousands of miles to institutions like the Mayo Clinic. Why? Because these centers offer more than just expertise—they provide collaborative care from a coordinated team of top-tier specialists. If you’re […] Read More
Why Doctors Desperately Seek Financial Leadership Now
The COVID-19 pandemic brought about many challenges, but one that stands out to me was an event that seemed almost unimaginable: The American College of Surgeons hosted an emergency webinar called “Economic Survival Strategies.” Surgeons—some […] Read More
Jump on July 1st: A High-ROI Marketing Opportunity for Financial Advisors
Did you know that doctors will be arriving in your town on July 1st? If you’re a financial advisor who wants to work with more doctor clients, this is your golden moment. I’m going to […] Read More
The Book I Almost Didn’t Write — And Why It Might Be Your Secret Weapon for Reaching Doctors
We’re popping the champagne over here. After almost four years in the making, my latest book How Doctors Build TrueWealth is finally in production. In this blog post, I want to share the heart behind […] Read More