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