Thanks Giving Outreach to Engage Doctors
Thanksgiving is my favorite holiday! There’s nothing like a celebration of gratitude. Here’s an idea to engage more doctor prospects and clients, especially this time of year. Mail a hand-written note of thanks to your […] 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
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
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
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
Let Your Prospects Tell You Who They Are and What’s Important to Them
This week I made an appointment to see a dermatologist online for a specific concern. As this new physician took my history, she saw I was an MD and asked what I do. I told […] Read More
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
Med Mal Lawsuits: What Financial Advisors Who Serve Drs Need to Know
Physicians hold three deep, dark fears: Outliving their money. Getting sued. Losing the lawsuit— and saying goodbye to all of their assets they worked so hard to build. You help your doctor clients allay the […] Read More
“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
Jump on July 1st Marketing Opportunities
July 1st is a red-letter day in the world of medicine. Why? It’s because medical/dental school begins July 1st. That means that doctors advance a step at the end of June. They graduate from medical […] Read More