Action Step for TODAY
I trust that you are reaching out to your physician clients and offering financial leadership. You might find that doctors are much more concerned about their immediate priority: waging war on disease. They might be putting […] Read More
WOW, This Advisor is AMAZING!
Like you, I have been reaching out individually to my clients with important questions: How are you doing? Where does it hurt? How can I help? I got this email today from a […] Read More
Are Your DOctor CLients Properly Insured?
A friend from medical school asked if she could use me as a reference. She’s trained as an ER doctor, and she was thinking about coming out of retirement to meet the hospital anticipated ER […] Read More
The COVID-19 Update 3/14/20
What do you need to know about COVID-19? Here are my thoughts. Read More
THANK YOU for Your Leadership!!!
“So, first of all, let me assert my firm belief that the only thing we have to fear is…fear itself — nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance. In […] Read More
COVID-19: We’re in this Together
On my first day of medical school, the dean said, “I have some good news and some bad news. The good news is that least half of what you’re about to learn is right. The […] Read More
How Will COVID-19 Impact Your Travel Plans?
Months ago my son booked a trip to Seattle to visit family and friends. This week—one day before his scheduled flight— he asked me, “Is it too dangerous to travel? Should I cancel my trip?” You […] Read More
How to Respond to Financial Turbulence?
This weekend, I boarded my flight to go home after delivering a workshop. As we were on the tarmac, the Captain welcomed us and warned us that it would be a bumpy ride. Once again we find […] Read More
Why Do Smart DOctors Make Dumb Financial Choices?
After interviewing hundreds of doctors about their money stories, a recurrent theme emerged: money is not working for them. Dr. Adam said it best, “Why do smart people like me make such stupid money choices?” You […] Read More
What Would YOUR Clients Say?
A colleague Sylvia Haskvitz and I are hosting a workshop for doctors called “End the Money Drama” The goal is to help doctors uncover the mysterious forces that shape money decisions, and make peace with wealth. To promote […] Read More