
Meet the Money COmmittee
I once operated on a patient who carried the diagnosis of what was then called Multiple Personality Disorder. I met several of the “alters” who inhabited her body, including a 6-year-old child. I asked her, “What’s this […] Read More

Tw0 Kinds of Doctors and Two Kinds of Help
Happy Monday! I hope that you were able to do some recharging over this week end! As you think about your doctor clients, know that they divide themselves into to two groups:1. Doctors in the […] Read More

Social Distance MARKETING: WHAT TO DO THE WEEK OF 3/22/20
What a week this has been! We have new words in our working vocabulary. Social distancing. Flattening the curve. PPE’s. In this week’s update, I address 1. What you need to know about COVID-19 TODAY. […] Read More

Why Kindness COunts
Ramon the 4th and Ramon the 5th Today, more than ever, kindness counts. I’m working on overdrive developing resources to help you be successful in these challenging times. (Expect the big reveal soon!) I just […] Read More

Action Step for TODAY
I trust that you are reaching out to your physician clients and offering financial leadership. You might find that doctors are much more concerned about their immediate priority: waging war on disease. They might be putting […] Read More

WOW, This Advisor is AMAZING!
Like you, I have been reaching out individually to my clients with important questions: How are you doing? Where does it hurt? How can I help? I got this email today from a […] Read More

Are Your DOctor CLients Properly Insured?
A friend from medical school asked if she could use me as a reference. She’s trained as an ER doctor, and she was thinking about coming out of retirement to meet the hospital anticipated ER […] Read More
The COVID-19 Update 3/14/20
What do you need to know about COVID-19? Here are my thoughts. Read More

THANK YOU for Your Leadership!!!
“So, first of all, let me assert my firm belief that the only thing we have to fear is…fear itself — nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance. In […] Read More

COVID-19: We’re in this Together
On my first day of medical school, the dean said, “I have some good news and some bad news. The good news is that least half of what you’re about to learn is right. The […] Read More