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
Performance: My Son’s Story about His Fail
How do you enjoy higher levels of business performance? More importantly, what story do you tell yourself when you “fail”? My son’s powerlifting fail My son competes in powerlifting. It’s not for monetary gain; he […] Read More
Here’s What Ed Slott Says about Working with Doctors
Are you thinking about attracting, engaging and serving more doctor clients in 2024? Maybe you’re wondering how you would get started, or how you could scale so you serve even more doctor clients. Here’s what […] Read More
Sobering Statistic: Living Paycheck to Paycheck
Let’s begin with a question: what do we know about the finances of Americans in 2023? At this point in the recovery from the COVID pandemic, the number are sobering. In 2019, the Governors of the […] Read More
I Blew It!
Like you, I have a sense of how I can help my clients achieve their goals. You’re most likely reading this email because you want to accelerate your practice growth by engaging and serving […] Read More