Do You Need to Weed Your Practice?
Gardeners know that weeding promotes the health and growth of the desired plants. How can you weed your practice to optimize the chances that you achieve your business goals this year? Here are twenty questions […] Read More
Scripts for Success
Do you ever find yourself in uncomfortable situations, and question the best thing to say? I used to feel very uncomfortable when people gave me compliments. Inevitably I would say things to diminish myself. If […] Read More
The Great Doctor COVID Catch-Up: How Financial Advisors Can Guide the Way
The COVID pandemic wasn’t just a global health crisis—it was a seismic financial earthquake that fundamentally transformed how physicians think about wealth, security, and professional sustainability. Through my work with doctors at Thriving Doctors, I’ve […] Read More
A Lesson from My Son’s Health Saga You Can Use
I want to thank you for all of the support around my son’s health challenge. This summer he was in the ER three different times with severe abdominal pain. We still do not have a […] Read More
How You Can Help Your Clients in Our New Reality
America has spoken. Trump will once again occupy the White House, and the Republicans will have a majority in the senate. The future of the house is unknown as of this writing. Here are […] Read More
Guess When Women Could Apply for Credit in Their Own Names
This week I caught a performance of Jubilee at the Seattle Opera. It tells the story of the Fisk Jubilee Singers. This Black college choir was formed in 1871 at Nashville’s Fisk University. The newly […] Read More
Webinar Replay: Trends Impacting Physician Compensation
Here is a webinar replay in which I address the trends that impact physician compensation. You will take away: A historic perspective about the medical, political and financial forces that shaped the American healthcare delivery […] Read More
Help Protect Your Clients from Scammers
I was practically jumping with joy. A few weeks ago I applied for a trademark for “The TrueWealth Way.” This is the name assigned to the intellectual property unveiled in my upcoming book and […] Read More
Do Your Prospect Resist Your Fees?
I was coaching a very disappointed financial advisor. She said, “I’ve been speaking with a physician prospect for months. He kept telling me how unhappy he was with his current financial advisor. He was […] Read More