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Category: Wealth Management

You’re Invited to “Medical Marketing School” Beginning February 6th, 2024

You’re Invited to “Medical Marketing School” Beginning February 6th, 2024

Imagine you could go to “medical marketing school” and learn exactly what to say and what to do to attract, engage and serve more doctor clients—all without wasting your time or your efforts or your […] Read More
Barbie, Woman MD’s Money and the patriarchy

Barbie, Woman MD’s Money and the patriarchy

I normally side-step politics and social commentary. However, I can no longer remain silent about a pressing topic.   It’s about Barbie’s Oscar nomination snubs. What do you think about the fact that Ryan Gosling’s […] Read More
Want to Help Your Clients Save More?

Want to Help Your Clients Save More?

Do you have clients who want to accelerate wealth-building, but they tell you they can’t find more dollars to invest?   The solution is simple. Spend less and save more.   The problem is that […] Read More