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
Can This Sale Be Saved?
Long ago, the Ladies’ Home Journal ran a column, “Can This Marriage Be Saved?” Today, I invite your thoughts on the question, “Can This Sale Be Saved?” Here’s ths story. I was speaking with a […] Read More
Financial Advisors’ Biggest Mistake as They Market to Doctors
If you’re a financial advisor who wants to attract, engage and serve doctor clients, and you’re not getting the results you want, you might be making a big mistake. Avoiding this single mistake can help […] Read More
The Single Most Important Question You Should Be Asking if You Want to Serve Doctor Clients
Tell me your answer to this question, and I will predict (with a high degree of certainty) how quickly and effectively you attract and engage doctors: Who are your ideal doctor prospects, and what do they […] Read More
How Financial Advisors Can Increase Performance in the Medical Market
As I watched Shark Tank, I saw a product I knew I must have: The Bug Bite Thing. It’s a suction device you put over bug bites, pull up on a plunger and extract the […] Read More