Do Your Clients have Financial PTSD?
I was speaking with a physician friend—let’s call her Jan— who was in a state of panic. How was she going to pay her mortgage? Was she going to lose her house? Jan, like many […] Read More
A Client Acquisition Success Story
A funny thing happened in my small cul-de-sac. And as a student of success, it made me think. As my dog and I headed out for our morning walk, my neighbor Jim was outside observing […] Read More
“I Hate Selling!”
“I hate selling!” I said those words over and over as I made my transition from a practicing surgeon to an entrepreneur two decades ago. I loved what I did in my fledgling consulting business. […] Read More
Are You Testing and Tweaking?
If you’re on my mailling list, you will notice a new look to the newsletter. Gone are the style elements that make the emails look pretty. Why did I do it? I learned that plain […] Read More
How Do You Know You’re Doing a GOod Job?
I remember a scene from my surgical career like it was yesterday. One of my patients—let’s call her Sally— invited her mother Joy to come to town and be there for the birth of her […] Read More
Use These VIdeos to Engage Doctors
The most influential person in a doctor’s life is another doctor. This is one of the 10 Laws of Physician Engagement. High-performing financial advisors harness the power of physician evangelism. Two videos created by the Practice Protection Committee […] Read More
What Do You Do For Someone in Despair?
This week I would like to put on my doctor hat and take on a tough topic: suicide. What do you do if you run into a prospect or a client or a loved one […] Read More
A July 4th I’ll Never Forget
Photo by Jal Schrof at PBase.com It was a Fourth of July celebration I will never forget. I was honored to be invited to a friend’s naturalization ceremony. He came to the US as an […] Read More
be There for Your Clients
Successful businesses solve their clients’ problems. Patients want to go to doctors who offer the definitive cure. But what happens when a cure is not possible? I would argue that simply being there with a […] Read More
Why Is It So Hard To Engage Doctors?
I could feel the frustration of the financial advisor who asked, “Why is it so hard to engage doctors?” You might have created your own answers to this question. “They’re too busy.” “They’re too distracted.” “They […] Read More