For What Are You Grateful?
As you join with family and friends around the Thanksgiving table, you will most likely reflect on things for which you are grateful. Today, I invite you to reflect upon the things that have contributed to your […] Read More
Webinar Replay: Holiday Marketing
Would you like some ideas about how to engage doctors during the holiday season? Here is a replay of a one-hour webinar about how to deepen relationships with prospects, clients and power partners during the […] Read More
Holiday marketing Do’s and Don’ts
Holiday celebrations and money are intimately intertwined. It’s no surprise that the holiday season offers many opportunities for you to deepen your connections with doctor prospects and clients. However, done wrong, holiday outreach efforts can […] Read More
How Do You Beat the Competition?
In order to grow your practice, you must beat the competition. But who is your competition? Is it the national firm with name recognition? I would argue that your competition is not the financial institution that […] Read More
How Biology and Wealth-Building Clash
Why do your doctor clients have such a hard time translating their high incomes into wealth? Biology plays a role! The biggest challenge in building wealth may well be the task of connecting our current […] Read More
7 Tips to Improve Your Productivity
If you are successful, you are busy. How do you find the time to acquire more doctor clients? Increase your productivity! Here are a few tips: 1. Know where your time goes. Keep track of your time […] Read More
Should You Pay Doctors for Introductions?
As you know, the most influential person in a doctor’s life is another doctor. This leads to the logical question: should you offer a financial incentive to encourage doctors to tell their colleagues about you? […] Read More
webinar: How to Connect with DOctors Through Medical Associations and at Medical meetings
Medical associations represent fertile marketing territory. However, most financial advisors do not know how to unlock their untapped potential. View this webinar replay to take away: The 5 Reasons to Connect with Doctors through […] Read More
Avoid 9 Costly Mistakes Financial Advisors Make When Engaging Doctors
If you are a financial advisor who would like to work with more doctor clients, here are 9 costly mistakes to avoid. Mistake #1: Deliver an unappealing message. Half of doctors report they are behind in […] Read More
How to Persuade a Doctor to Take Action
You’ve met with a doctor prospect five times, and he’s on board with your proposed plan. How do you inspire him to take action? Of the 10 Laws of Physician Engagement, please remember this one: the most influential […] Read More