What’s Working in 2020
If you want to work to work with doctors in 2020, align yourself with best practices. Here’s a video that describes what’s working in 2020.. Click here to download a pdf of the slides. Read More
What Causes Money Drama?
I’ve listened to the money stories of hundreds of doctors, and some conversations stand out. One doctor Beth said, “My relationship with money just isn’t working for me. My money brings me little joy, but […] Read More
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