What REALLY Causes FInancial Anxiety
I remember speaking with my patient Jean. She had undergone a long and protracted treatment course for breast cancer–a bi-lateral mastectomy followed by a bone marrow transplant. We were celebrating five years later. She was cancer-free! I […] Read More
Here’s What YOu Said
Happy New Year! Acquiring doctor clients is no easy task. I want to thank you for sharing your experiences with me! After surveying the 2500 financial services professionals in this community, here are the top three challenges cited: 1. […] Read More
What Will People Say at Your Funeral?
A few months ago I wrote one of the most difficult speeches of my life. How would I eulogize my younger brother Barry who died suddenly at age 60? Barry had a huge appetite for life. […] Read More
What Should You Give Up Doing?
As you set your vision for 2020, you could be asking, “What do I need to do to get there?” I invite you to consider a different question: “What do I need to stop doing?” Gardeners know […] Read More
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