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Adopt Physicians’ Best Practices

Adopt Physicians’ Best Practices

5 Apr 2016
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Would you like to grow your practice and acquire more physician clients?  Conduct yourself like a physician.  Here are some tips I taught medical students that you can adopt in your own practice. Don’t forget […] Read More
Create Digital Sales Funnels

Create Digital Sales Funnels

28 Mar 2016
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Did you know that on average, doctors need to be exposed to you and your message 7 to 10 times before they take action?  If that is the case, why not leverage technology and create […] Read More
Build trust by Design

Build trust by Design

22 Mar 2016
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Why don’t more physicians work with professional financial advisors?  They say they cannot find someone they can trust. Here are some ways that financial advisors can build trust into their practice design. Read More
Does Your Web Site Welcome Doctors? 

Does Your Web Site Welcome Doctors? 

15 Mar 2016
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Doctors want to work with financial advisors who work with doctors like themselves every day.   When physicians visit your web site, do they feel welcomed?  Is your physician focus evident? ​Here is a video […] Read More
Don’t Lose the Sale at Hello

Don’t Lose the Sale at Hello

7 Mar 2016
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You might remember the line from the movie Jerry Maguire, “You had me at hello.”  As you build business relationships with physicians, don’t lose them at hello!  As you meet physicians: Address the doctor as […] Read More
Give Simple Instructions

Give Simple Instructions

28 Feb 2016
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You give your clients instructions to help them arrive at their desired destination. Please always remember: you know this road like the back of your hand; however, it may be new to your client.   […] Read More
Avoid and Escape Overwhelm

Avoid and Escape Overwhelm

21 Feb 2016
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Building a physician-friendly practice is much like running a marathon.  Facing a sense of overwhelm when your grow your practice is like hitting the wall. You can avoid and escape overwhelm.  Here are the three simple […] Read More
Leverage TImes of Market Volatility

Leverage TImes of Market Volatility

14 Feb 2016
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If you want to acquire more physician clients, leverage times of market volatility.  What message do you currently bring to your clients when the market takes a dive?  You can bring that message to more […] Read More
Set Up Smart Sales Funnels

Set Up Smart Sales Funnels

8 Feb 2016
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As you well know, client acquisition is a process–not an event.  If you are reaching different groups of doctors, consider creating different sales funnels.  In this video, you will see how and why.  Click here […] Read More
5 Kinds of Experts

5 Kinds of Experts

2 Feb 2016
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Physicians want to work with experts.  In this video, Dr. Vicki Rackner describes the 5 different kinds of experts: Resource expert Academic expert “Been there; done that” expert Coaching expert Thought leader Click here to […] Read More