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Engage Physicians by Creating Podcasts

Engage Physicians by Creating Podcasts

12 Oct 2015
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Would you like to position yourself as an exert and engage more physician clients?  Create podcasts!  Here’s how.: ​ Read More
How Financial Advisors Can Help Physicians Avoid 5 Common Financial Mistakes

How Financial Advisors Can Help Physicians Avoid 5 Common Financial Mistakes

4 Oct 2015
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Would you like to engage more physician prospects?  Educate them about the 5 common financial mistakes physicians make, and offer strategies to avoid them. Mistake #1: Imbalance between spending and savings.   Help physicians understand […] Read More
 What You Must Do Online TO ACQUIRE PHYSICIAN CLIENTS

 What You Must Do Online TO ACQUIRE PHYSICIAN CLIENTS

4 Oct 2015
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Physicians want to work with professional financial advisors who understand their unique financial needs.  That mean it’s important to assure that your online presence reflects your physician focus.   You can be a “lumper” or […] Read More
How Stress and Wealth are Connected: (Tip #1 to Help Physicians Avoid Financial Mistakes)

How Stress and Wealth are Connected: (Tip #1 to Help Physicians Avoid Financial Mistakes)

28 Sep 2015
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Why do some physicians have a difficult time translating their high incomes into wealth?  We discussed 5 common financial mistakes they make. Now let’s talk about solutions.  The first tip is this: help physicians avoid […] Read More
Physicians’ Five Financial Mistakes

Physicians’ Five Financial Mistakes

8 Sep 2015
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Why do physicians have such a hard time translating their high incomes to wealth?   Here are five common financial mistakes. 1. Imbalance between saving and spending. 2. Poor tax planning. 3. Failure to protect […] Read More
Be Who You Are

Be Who You Are

31 Aug 2015
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How did Duluth revitalize itself from a rusting abandoned industrial town?  City leaders discovered the secret: don’t try to be like other cities; embrace Duluth’s unique qualities. This is the key to your success, too. […] Read More
Help Your Clients Respond to Financial Turbulence

Help Your Clients Respond to Financial Turbulence

26 Aug 2015
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How do you help your clients through times of financial turbulence?  Think about what makes things better for you when you are a passenger and your plane runs into turbulence.  It’s comforting to hear over […] Read More
Mentally Rehearse and Visualize Success

Mentally Rehearse and Visualize Success

20 Aug 2015
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How do you prepare for important encounters with colleagues, patients and clients? Join the high performers who visualize success.  High-performance athletes know the power of mental training.  In fact, the United States brought nine sports […] Read More
Articles to Pass Along to Physicians

Articles to Pass Along to Physicians

14 Aug 2015
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As you reach out to physician prospects, think of your marketing materials as “bait” to hook their interest. Here are a few of my articles published in Physician’s Money Digest that may be of interest […] Read More