The Engaging Doctors Manifesto
Doctors deserve better than generic financial advice. They deserve advisors who understand their world. At Engaging Doctors, we believe financial advisors have the power to transform lives — not merely by growing wealth, but by […] Read More
How The Medical Market is Different
There are many coaching and consulting firms that promise to help financial advisors break into a niche. But Engaging Doctors is the only physician-led growth platform built exclusively for financial advisors who serve doctors. And […] Read More
What the 2026 Medscape Physician Wealth Report Means for Financial Advisors
The 2026 Medscape Physician Wealth & Debt Report recently landed in my inbox. You can sign up for a free Medscape account and read the whole report. Every year, I look forward to reading it—not […] Read More
What Financial Advisors Don’t Understand About Physicians and Lawsuits
Physicians face unique professional risks that many financial advisors don’t fully understand. While advisors often recognize that doctors worry about lawsuits, the emotional and financial impact of medical litigation is frequently underestimated. Understanding these concerns […] Read More
The STORE Framework: How Financial Advisors Can Navigate Difficult Conversations Without Triggering Defensiveness
Financial advisors know there are certain conversations clients naturally avoid. You know the ones: Overspending Retirement readiness Long-term care Disability insurance Estate planning Family conflict around money Succession planning Whether a physician can realistically step […] Read More
How to Attract More Doctor Clients in 2025
Are you a financial advisor looking to work with more doctor clients in 2025? Your ultimate goal is to become a trusted resource within groups of doctors who network and share recommendations. Start with the […] Read More
Exponential Growth Starts with Small Steps: The Magic of Compounding
Does this sound familiar?… You and your new doctor client sit down to make a plan. You share strategies and tactics and criteria for making prudent choices; this serves as the solid foundation for wealth-building. […] Read More
🚨 Something Big is Coming for Financial Advisors
Do you ever dream big? I mean REALLY BIG? I rarely get this excited, but I’ve set a bold goal for 2025. Here it is. In 2025, I would like help 100,000 doctors turn around […] Read More
Thanks Giving Outreach to Engage Doctors
Thanksgiving is my favorite holiday! There’s nothing like a celebration of gratitude. Here’s an idea to engage more doctor prospects and clients, especially this time of year. Mail a hand-written note of thanks to your […] Read More
Rocket Fuel for Revenue Generation
When David Frisk Frick interviewed Paul McCartney for a Rolling Stone article, he asked the famed Beetle about the wealth the band created. Paul McCartney said, “Somebody said to me, ‘But the Beatles were anti-materialistic.’ That’s […] Read More