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
Should You Pay Doctors for Introductions?
As you know, the most influential person in a doctor’s life is another doctor. This leads to the logical question: should you offer a financial incentive to encourage doctors to tell their colleagues about you? […] Read More
webinar: How to Connect with DOctors Through Medical Associations and at Medical meetings
Medical associations represent fertile marketing territory. However, most financial advisors do not know how to unlock their untapped potential. View this webinar replay to take away: The 5 Reasons to Connect with Doctors through […] Read More
Avoid 9 Costly Mistakes Financial Advisors Make When Engaging Doctors
If you are a financial advisor who would like to work with more doctor clients, here are 9 costly mistakes to avoid. Mistake #1: Deliver an unappealing message. Half of doctors report they are behind in […] Read More
How to Persuade a Doctor to Take Action
You’ve met with a doctor prospect five times, and he’s on board with your proposed plan. How do you inspire him to take action? Of the 10 Laws of Physician Engagement, please remember this one: the most influential […] Read More
How to Engage Doctors on Facebook
Have you ever thought about investing in Facebook marketing to engage doctor prospects? In this video. Dr. Vicki Rackner addresses 3 questions: Why would you consider Facebook marketing? How does Facebook work? How can you […] Read More
What Do Doctors Want?
What do doctors want from a financial advisor/ wealth strategist? I asked them! In my interviews with hundreds of physicians and dentists, here are the answers that came up most frequently: “Someone who understands me.” […] Read More
Get Past DOctors’ Inner Gatekeepers
You already know that it’s very difficult to get your message in front of doctor prospects. Doctors’ gatekeepers pride themselves on their ability to protect their boss’ time and attention. Maybe they secretly wanted to […] Read More
Would You Like to Take a Doctor Out to Breakfast?
If you like taking doctors out to breakfast, July is your month! Here’s how and why. Think of July 1st as the start of the medical new year. Medical schools and residency programs all begin July 1st. […] Read More