Heal Thyself: Why I Founded Engaging Doctors
“If my life had a bumper sticker, it would read: Heal Thyself.” Looking back over my life, I can see a pattern that only became obvious in hindsight. Every major chapter began with a challenge […] Read More
AI Is Your Thought Partner, Not Your Substitute CEO
Artificial intelligence is changing the way financial advisors work. Every week I hear another advisor say, “I used ChatGPT to write an email,” or “AI helped me brainstorm a webinar,” or “I asked AI to […] Read More
Heal Thyself: Why I Founded Engaging Doctors
“If my life had a bumper sticker, it would read: Heal Thyself.” Looking back over my life, I can see a pattern that only became obvious in hindsight. Every major chapter began with a challenge […] Read More
The Medical Market Requires an Adapter
Why Great Marketing Often Fails with Physicians When the famous bank robber Willy Sutton was asked why he robbed banks, he famously replied: “Because that’s where the money is.” For financial professionals, the medical market […] Read More
Don’t Fall in Love with a Physician Niche Until You Run the Numbers
How AI Can Become Your Marketing Thought Partner Before You Waste a Year Going in the Wrong Direction One of the first important decisions I made after graduating from medical school wasn’t whether I would practice medicine. […] Read More
The Real Truth about the Medical Market
Why Doctors Are Incredible Clients—And Why Most Advisors Fail With Them What Most Advisors Aren’t Told Before They Choose to Work With Doctors By the time advisors reach this page, many are energized by the […] Read More
The Engaging Doctors Manifesto
Doctors deserve better than generic financial advice. They deserve advisors who understand their world. At Engaging Doctors, we believe financial advisors have the power to transform lives — not merely by growing wealth, but by […] Read More
How The Medical Market is Different
There are many coaching and consulting firms that promise to help financial advisors break into a niche. But Engaging Doctors is the only physician-led growth platform built exclusively for financial advisors who serve doctors. And […] Read More
Suits vs. White Coats
Suits vs. White Coats Which World Are You Truly Wired For? There are two very different professional worlds in the high-income economy: The World of Suits — business-minded decision makers The World of White Coats — clinicians […] Read More
The White Coat Test™: The Fastest Way to Know Whether Your Marketing Will Work with Physicians
Most financial advisors struggle to attract physician clients for a surprisingly simple reason: They’re asking the wrong question. Instead of asking: How do I get a doctor’s attention? How do I get physicians to respond? […] Read More