Quick Wins

Quick Wins Are Simple Actions That Create Immediate Momentum in the Medical Market

They’re actions advisors can take in 30–60 minutes that immediately move them closer to doctor clients.

Not theory.
Not strategy.
Momentum.

You do not need a massive strategy or a huge investment to begin building relationships with doctors.

You need:

• Clarity
• Confidence
• And your next small, correct action

This page gives you quick, practical wins you can implement in under an hour—each designed to:

• Shift your mindset
• Activate opportunities already around you
• And move you closer to real physician relationships

No pressure.
Just progress.

✅ Quick Win #1: You Already Know Doctors

Problem Advisors Say:
“I don’t know any doctors.”

The Truth:
You almost certainly do—you just haven’t mapped them yet.

Doctors already exist in:

• Your personal healthcare
• Your children’s schools
• Your social circles
• Your sports clubs
• Your alumni network
• Your community organizations

They’re hidden in plain sight.

✅ Your 15-Minute Doctor Mapping Exercise

Download the Doctor Network Discovery Template and complete these five categories:

1. Personal Healthcare
   • Your primary care doctor
   • Your specialists
   • Your dentist
   • Your children’s pediatrician
2. Family & Social Circles
   • Friends who became physicians
   • In-laws
   • Neighbors
   • Parents of your kids’ friends
3. Education & Alumni
   • College classmates
   • Graduate school peers
   • Dorm mates
   • Alumni groups
4. Clubs & Activities
   • Golf
   • Tennis
   • Pickleball
   • Cycling
   • Pilates
   • Gym communities
5. Community & Professional
   • Board members
   • Nonprofits
   • Religious communities
   • Volunteer groups

You don’t reach out yet.
You simply build awareness.

✅ Why This Works

Doctors trust relationships that grow quietly and naturally.
This exercise helps you see:

• Where access already exists
• Where trust may already be forming
• And where pressure is completely unnecessary

👉 Download the Doctor Network Discovery Template

🎄 QUICK WIN #2 (DECEMBER EDITION)

Turn Holiday Notes Into Warm Physician Referrals

A Simple, Ethical Way to Activate Referrals—Without Selling

Every December, financial advisors send holiday cards, emails, and gratitude notes.

Most are kind.
Very few create new opportunity.

This Quick Win shows you how to:

• Gently declare your physician focus
• Invite warm introductions without pressure
• And position a physician-authored book as a gift—not a pitch

✅ THE STRATEGY (IN ONE SENTENCE)

Add one intentional line to your holiday message that lets people know you serve doctors—and that you’re giving away a complimentary physician-written book as a gift.

You’re not asking for referrals.
You’re opening a door through service and generosity.

✅ WHY THIS WORKS

• Doctors trust education more than marketing
• Your clients want to help—but need language
• The book becomes the bridge, not the sales pitch
• This works even if you’ve never worked with a doctor before

It’s quiet.
It’s respectful.
And it works.

✉️ SWIPE-AND-SEND HOLIDAY MESSAGE TEMPLATES

✅ VERSION 1 — Warm & Personal

You may not know this about me, but a meaningful part of my work is dedicated to serving the doctors who care for our community. If you happen to know a physician who’s thinking about their financial future or retirement, I’d be honored to share a complimentary book written by a physician called 9 Money Mistakes Doctors Make. No obligation—just education.

✅ VERSION 2 — Short & Professional

As the year comes to a close, I wanted to share that I focus part of my practice on helping physicians translate high income into long-term financial clarity. If you know a doctor who may benefit from a complimentary physician-authored book (9 Money Mistakes Doctors Make), I’d be happy to send a copy as a gift.

✅ VERSION 3 — Community-Focused

This season always reminds me how grateful I am for the doctors who care for our families and our community. One of my missions is to support physicians with financial education. If you know a doctor who may want a complimentary copy of a physician-written book on avoiding common money mistakes, I’d love to share it.

✅ WHO TO SEND THIS TO (CHECKLIST)

Use this list to quickly identify who should receive your holiday message:

• ☐ Existing clients
• ☐ Centers of influence
• ☐ Friends & family
• ☐ Business partners
• ☐ Community contacts
• ☐ Alumni network
• ☐ Club or association members

✅ HOW TO FULFILL THE FREE BOOK

When someone responds with a doctor’s name:

1. ✅ Thank the referrer
2. ✅ Ask how the doctor prefers to receive the book (mail or digital)
3. ✅ Send the book with:
   • A short note of respect
   • No sales language
   • No meeting request

The relationship begins with trust, not pressure.

✅ WHAT THIS CAN LEAD TO (NATURALLY)

This single holiday message can open doors to:

• Warm physician introductions
• Speaking engagements
• Educational lunches
• Strategy conversations
• Long-term advisory relationships

All without ever “pitching.”

✅ WANT A BOOK TO USE FOR THIS?

If you’d like to use 9 Money Mistakes Doctors Make as your complimentary giveaway:

👉 Explore the Generic Physician Book License

This allows you to:

• Share the book ethically
• At scale
• With full compliance-safe usage rights

✅ FINAL REMINDER

You don’t need to chase this market.

You simply need to be visible as a trusted resource.