How Financial Advisors Can Help Doctors Navigate Anxiety About Debt
If you work with physicians long enough You will eventually hear it sometimes quietly, sometimes with visible distress: “I’m anxious about my debt.” It may be medical school loans. It may be a mortgage. It […] Read More
The Looking Rich Vortex: Why High-Income Doctors Still Struggle With Money
Most doctors don’t struggle with money because they’re irresponsible. They struggle because they’re human operating inside a culture that quietly rewards looking successful more than building a life that actually works. One of the most common and […] Read More
What My Rescue Dog Taught Me About Money–and Fear
Yesterday, I had a moment that every dog parent dreads. I let my new rescue dog, Louie, out into the backyard while I was on a call. Louie is a six-year-old Great Pyrenees–cattle dog mix […] Read More
A Doctor’s Brain on Money
And What Financial Advisors Need to Understand About the Human Brain Financial advisors who work with physicians often share a quiet frustration: “My smartest clients still make the worst money decisions under stress.” This isn’t […] Read More
What’s the Life of a Doctor Really Like — and Why Is It Important for You?
Tonight, Season Two of The Pitt Airs. If you’ve ever wondered what life is really like for a doctor—especially an ER physician—this series offers something many doctors say is rare: a realistic portrayal of what […] Read More
Set Yourself Up for Success in 2026
Want to work with more doctor clients in 2026? Click here to learn more about the Get More Doctor Clients Program. Read More
Starbucks Failed for 9 Years in China. Here’s What That Teaches Financial Advisors About Doctors.
Many financial advisors eventually say some version of this to me: “I tried to work with doctors. It didn’t work.” Sometimes it’s said with frustration. Sometimes with resignation. Often with a quiet conclusion: “Doctors just […] Read More
How Financial Advisors Can Harness AI to Attract, Engage, and Serve More Doctor Clients
Artificial intelligence is reshaping the financial services landscape faster than any technology we’ve seen in decades—and for financial advisors who work with physicians, this shift presents both a challenge and a tremendous opportunity. In a […] Read More
Financial Triggers: The Silent Wealth Killer Your Doctor Clients Don’t See Coming
Financial advisors who work with physicians often face a puzzling challenge: How can someone so brilliant make such uncharacteristically poor financial choices? It’s not uncommon for a surgeon who routinely makes life-or-death decisions to panic-sell […] Read More
The Introvert’s and Extrovert’s Roadmaps to a Thriving Doctor-Focused Practice
What Kind of Business Model Fits Your Wiring? If you’ve ever wondered whether introverts or extroverts make better financial advisors, here’s the good news: both can build thriving practices serving doctors. The real key to […] Read More