The Heartbeat of Practice Growth: Why Every Doctor Encounter Needs a Lub and a Dub
Most financial advisors think marketing and selling are separate activities. I don’t. I think they’re two parts of the same heartbeat. As a surgeon, I spent years listening to heart sounds. Lub-dub. Lub-dub. Lub-dub. A […] Read More
What the 2026 Medscape Physician Wealth Report Means for Financial Advisors
The 2026 Medscape Physician Wealth & Debt Report recently landed in my inbox. You can sign up for a free Medscape account and read the whole report. Every year, I look forward to reading it—not […] Read More
The Pink Door Mistake: Why Doctors Leave Your Website in Three Seconds
A few years ago, a Seattle restaurant called The Pink Door became famous. The restaurant doesn’t have a sign. Instead, patrons find a pink door tucked into Pike Place Market. The owners rely on word […] Read More
Bitter Tastes Sweet: A Super Bowl Marketing Lesson for Advisors Who Want Doctor Clients
I’m excited to be a “12”, celebrating the Seahawks’ Super Bowl win I want to offer a marketing idea to make the Super Bowl a win for everyone. The best marketing lesson this year didn’t […] Read More
Am I Better Off With You… or Without You? The Question Every Doctor Is Asking (But Rarely Says Out Loud)
People ask a question in the context of both personal and professional relationships. They don’t usually say it out loud. But it’s always there. Am I better off with you… or without you? Today, I […] Read More
How to Speak with Doctors about Burnout
Most physicians and dentists with whom I speak address burnout. One doctor said, “I’m so &^#*&% tired of people telling me to get a meditation app or take more bubble baths. They don’t work. How […] Read More
What Financial Advisors Need to Know When Doctors Get Sued
If you want to build deeper trust with your doctor clients, you need to understand one of the most painful—but inevitable—parts of their professional lives: what happens when they get sued. It doesn’t matter how […] Read More
“How Do I Get Past the Gatekeeper?”
If you’re a financial advisor who wants to work with more doctors, you’ve probably asked yourself: “How do I get past the gatekeeper?” This is one of the most common questions I get from advisors […] Read More
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