How to Attract More Doctor Clients in 2025
Are you a financial advisor looking to work with more doctor clients in 2025? Your ultimate goal is to become a trusted resource within groups of doctors who network and share recommendations. Start with the […] Read More
Exponential Growth Starts with Small Steps: The Magic of Compounding
Does this sound familiar?… You and your new doctor client sit down to make a plan. You share strategies and tactics and criteria for making prudent choices; this serves as the solid foundation for wealth-building. […] Read More
🚨 Something Big is Coming for Financial Advisors
Do you ever dream big? I mean REALLY BIG? I rarely get this excited, but I’ve set a bold goal for 2025. Here it is. In 2025, I would like help 100,000 doctors turn around […] Read More
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