What a Group of 12 Girls at Prom Can Teach Financial Advisors About Identity, Safety, and Wealth
My friend Beth recently shared photos from her daughter’s high school prom. One picture immediately caught my attention. It showed 12 girls standing shoulder to shoulder, smiling confidently at the camera. The photo felt different […] 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
Red Flags in Prospects: Just Say No
Imagine spending every day working with your ideal clients—the ones who bring you joy, energy, and satisfaction. Now imagine never having to deal with the headaches of a bad-fit client. Sometimes, saying “No” to the […] Read More
What ChatGPT Taught Me About Client-Centered Thinking
My team has expanded to include several new co-collaborators. I can ask my new team members to repackage a video script as a blog post. Or take content I write for doctors and bring out […] Read More