Tell Stories about Doctors’ Financial Mistakes
Why do only half of doctors work with professional financial advisors? My conversations with hundreds of physicians and dentists suggest that doctors’ embarrassment and shame about their previous financial mistakes pose a significant barrier to […] Read More
What I’ll tell 200 Surgeons
In a few weeks, I’ll be delivering a presentation to about 200 surgeons gathered at a medical meeting. Further, I was able to inspire the meeting planner to invite a financial advisor to share […] Read More
What’s Working in 2018?
Labor Day often marks the beginning of a renewed dedication to business-building. Do you find that your marketing efforts to acquire doctor clients are not working as well as they used to? If the answer […] Read More
Get a Doctor to Toot Your Horn
I have never really liked tooting my own horn. Further, I often distrust people who toot their horns. After all, people can say anything they want about themselves. Instead, I encourage you to inspire doctors […] Read More
What’s Working in 2018
The medical new year began July 1st.. Are you implementing the best practices to acquire more doctor clients this year? I have been helping financial advisors accelerate their growth by acquiring more doctor clients for […] Read More
How Well Do You Read Minds?
Have you ever gotten a birthday present that left you wondering, “What was this person thinking? This gift is nice, but it’s wrong for me!” Delivering your marketing message is like giving a gift. You […] Read More
Let’s Discuss Suicide
Did you know that someone with financial concerns is twice as likely to consider suicide than those without financial worries? Here are some things you can do if you run into someone who is depressed. Read More
Would You LIke to Take a Doctor Out to Coffee?
If you like socializing with prospects, you know how challenging it is to get a doctor out to breakfast or lunch or even for a cup of coffee. With one exception. A doctor who has […] Read More
Special Webinar: Summer Marketing
July first is a red letter day in the medical community; think of it as the “medical new year”. Join us for a complimentary webinar tutorial Tuesday, June 19th, 2018 at 9 AM Pacific to […] Read More
Inspire Doctors to Talk about You
As you know, the most influential person in a doctor’s life is another doctor. In this video, learn how to inspire doctors to talk about YOU! Read More