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Do Your Clients Feel Worthy of Wealth?

Do Your Clients Feel Worthy of Wealth?

12 Jul 2016
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Do you have physicians who have money shame?  For whatever reason, they experience themselves as unworthy of wealth.  I have discovered that physicians from every economic background and every level of wealth can have money […] Read More
Doctor vs Physician: Which is the Right Word?

Doctor vs Physician: Which is the Right Word?

14 Jun 2016
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Have you ever wondered whether to use the word “doctor” or “physician”?  Using these words correctly is part of the secret handshake that can position you as a medical insider—or announce that you’re an outsider.  […] Read More
Help Physicians Understand Complex Financial Issues

Help Physicians Understand Complex Financial Issues

6 Jun 2016
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One of your core challenges involves explaining complex financial issues to physician prospects and clients. You intuitively understand how money works.  How do you help smart people without your training and experience understand? Make it […] Read More
Honor Veterans

Honor Veterans

30 May 2016
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This Memorial Day, let’s honor veterans who make it possible for us to live in this great nation and build wealth.  Watch the video below to get some ideas. Hope you have a lovely day […] Read More
Find Your Keystones

Find Your Keystones

23 May 2016
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Would you like to accelerate your practice growth?  Focus on the activities that make the biggest difference and support high performance.  Identify your keystones. If you’re a student of engineering or architecture, you know a […] Read More
Complimentary Tutorial: How to Acquire Physician Clients and Why the Time is Now

Complimentary Tutorial: How to Acquire Physician Clients and Why the Time is Now

16 May 2016
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What is the lifetime value to you of a single new physician client? ​ Would you like to acquire more physician-clients? Join our tutorial Wednesday, June 1st , 2016 at 9:00 AM Pacific to find out how…and […] Read More
FInd the Money in the Medical Market

FInd the Money in the Medical Market

16 May 2016
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If you are a financial services professional, where will you find profitable opportunities in the medical market?  Three Medscape surveys released in April 2016 offer clues.  Below you will find a video summarizing the key […] Read More
Understand Medical Malpractice

Understand Medical Malpractice

2 May 2016
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How big of a problem is medical malpractice?  How does it contribute to health care costs?  How do you think the threat of medical malpractice impacts physicians?   Watch this video to understand the issue […] Read More
Anticipate Skepticism

Anticipate Skepticism

25 Apr 2016
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Do you offer an innovative investing strategy?  Expect doctor prospects to be skeptical. I saw my own skepticism when I attended a performance of a “mentalist” who could read the thoughts of others, and sense […] Read More