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I Blew It!

I Blew It!

Like you, I have a sense of how I can help my clients achieve their goals. 

 

You’re most likely reading this email because you want to accelerate your practice growth by engaging and serving more doctors.

 

I divide the world into two sets of people: Suits and White Coats. 

 

Your prospect who is a business owner thinks differently than a physician or dentist who sees patients.

 

My secret sauce is offering a bridge between the world of business and the world of medicine.

 

Since bridges accommodate traffic in both directions, I have two brands.

 

In my Thriving Doctors brand I serve physicians who want to build TrueWealth—which I define as the flip side of the coin as burnout. (I do not offer money management advice; rather I help physicians improve their relationship with money.) This experience gives me unique insights about what’s important to doctors. 

 

Through my Engaging Doctors brand, I help financial advisors like you understand what’s important to doctors. I show you how they think, how they network and what inspires them to push the “buy button.”

 

I found a marketing message that meets the moment and engages White Coats.

 

I created an offer to help financial advisors leverage this opportunity. 

 

Based on my perspective and experience, I projected that several hundred advisors would sign up.

 

Do you know how many of the thousands of advisors on my list took me up on this offer?

 

Four!

 

I thought I knew how my clients would respond, and I blew it! 

 

As a financial advisor, you have ideas about marketing messages that will engage doctors—or any other group of prospects. You might be very excited about your message. You might think, “If this popped into my email, I would jump all over this!”

 

You might go all in and create craft a presentation.

 

However, your clients may respond differently than you expect. 

 

I promise you that a White Coat prospect will respond differently than a Suit will. 

 

Don’t guess when it comes to your marketing message. Test it. Tweak it. Masks sure it works before you go BIG.

 

What do YOU think?